Morning Overview

Hardware and Semiconductors

TSMC just booked every 2nm wafer through 2026 — five fabs now running flat-out as AI customers reserve years of output before a single chip ships

TSMC is building five fabrication plants for its 2nm process node in Kaohsiung, Taiwan, a concentration of cutting-edge manufacturing capacity that dwarfs anything the company has attempted at a single site for a single node. The Kaohsiung city government confirmed the plan in an official municipal announcement, naming TSMC as the builder and framing the […]