AITechNodeabout 2 hours ago
TSMC's 2nm monthly capacity to reach 100,000 wafers
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TSMC expects 2nm monthly wafer production to reach nearly 100,000 wafers by year-end, driven by demand from Nvidia, AMD, and Broadcom. The foundry raised capital expenditure to $60 billion, 64 billion, with 70%, 80% for advanced processes, and is adding 3nm plants in Taiwan, Arizona, and Japan.
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