tsmc

TSMC Can’t Keep Up With AI Demand, Leaving Samsung And Its 2nm Process the World’s Only Alternative

The Hot Take: Competition is good for all of us, I'm glad Samsung has caught up finally. Intel has to prove its self but 3 is way better than 1.

The success garnered by TSMC has turned into a double-edged sword for both the world’s biggest foundry and its customers, as the manufacturer’s 3nm supply has become so constrained that only long-term and loyal customers like Apple are given priority. During this demand and supply disparity, Samsung emerges as the savior for those who are unable to secure orders from their ‘go-to’ manufacturer, with the Korean giant’s second-generation 2nm GAA process, also known as SF2P, serving as the ideal alternative. With the 2nm GAA SF2P’s basic design…