TSMC Watch posted an update
TSMC’s 2-nanometre process accounted for 8% of its wafer revenue in the third quarter, up from 3% in the previous quarter, Tech Times reports. The publication calls it the fastest revenue ramp for a process node in TSMC’s history.
Why it mattersThat is a useful signal for AI-computing watchers: the report says high-performance computing, including AI accelerators, made up 68% of TSMC’s quarterly revenue. A new chip process is not just a smaller number on a roadmap when customers are already lining up to use it. The figures and historical comparison are reported by Tech Times.
Discuss: How much should a rapid 2nm ramp count as evidence of durable AI-chip demand, rather than a burst of early orders?
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