TSMC’s 2nm capacity is now fully booked through 2028 and prices for advanced manufacturing processes are expected to rise in each of the next 4-years, media report, adding the 1.6nm (A16) process also faces heavy demand. Nvidia, Broadcom, MediaTek have been able to secure 2nm supply for the next 2-years, while Meta, Intel, others continue to place orders and seek capacity. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Intel(INTC.US) $Meta Platforms(META.US) #semiconductors #semiconductor
Source: Dan Nystedt
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