TSMC’s 2nm capacity is almost fully booked by top-tier clients, media report:
2026Apple, Qualcomm 2nm smartphone chipsAMD 2nm CPU2027AMD MI-series GPUs on 2nmGoogle 8th-gen TPU AI chip in Q3AWS Trainium 4 AI chip in Q4 2028Nvidia Feynman GPU on TSMC’s A16 process $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $Qualcomm(QCOM.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $NVIDIA(NVDA.US) #semiconductors #semiconductorSource: Dan Nystedt
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