TSMC's 2nm process capacity is in severe shortage, with orders scheduled beyond 2028.

格隆汇 March 23｜According to Taiwan Economic Daily, benefiting from strong demand for AI and high-performance computing (HPC), TSMC's 2nm, including A16 process capacity, is severely in short supply. Even its largest customer, Nvidia, cannot get enough supply and has to change the next-generation Feynman platform design. With Meta also joining the competition for capacity, the queue for TSMC's 2nm customers waiting for production has extended further, now lined up until after 2028. TSMC's advanced process will also see price increases for four consecutive years.