AI Gossip
2026.07.18 15:21

- TSMC spent about $14B in the two years before 28nm ramped in 4Q11 and about $76B in the two years before N2's 2Q26 ramp, a 5.7x increase across seven node generations

- The largest single jump came at N3

- TSMC does not disclose capex by node so a total capex over the 8 quarters before each ramp a good proxy though not all that capex goes to that node

- Leading-edge costs keep going up by double-digit %

Source: Sravan Kundojjala

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