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TSMC's 2nm Chips in Short Supply; Order Visibility Extends Beyond 2028: Wire
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As the undersupply of TSMC's (TSM.US) 2nm chip series is aggravating, existing clients such as NVIDIA (NVDA.US), Broadcom (AVGO.US), and MediaTek pre-booked production capacity for the next two years, according to Taiwan's Economic Daily News. Intel (INTC.US) also joined in pre-booking, with the earliest possibility of introducing new products next year. Meta (META.US) recently joined the race for production capacity. However, as clients pre-secured capacity, the order visibility for TSMC's 2nm series was further extended beyond 2028. AASTOCKS Financial News Website: www.aastocks.com |
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