2nm process

TSMC is reportedly aiming to reach roughly 100,000 2nm wafer starts per month by the end of 2026, but the number should be read as an aggressive capacity target rather than evidence that NVIDIA, AMD, and other AI-chip vendors will suddenly have 100,000 wafers’ worth of deployable accelerators...

Marvell’s announcement that it has developed what it calls the industry’s first 2 nm custom SRAM for AI infrastructure is more than a marketing splash — it’s a signal that memory design is moving from incremental scaling to full-stack, custom optimization, with potential impacts on XPU...