News tagged 2nm at DIGITIMES

NEWS TAGGED 2NM

Thursday 14 May 2026

China's semiconductor godfather warns against 2nm fixation

While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...

Wednesday 13 May 2026

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...

Monday 11 May 2026

AMD's 2nm defection to Samsung dents TSMC's AI grip

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...

Friday 8 May 2026

M31 weathers project delays as royalties and advanced-node demand signal recovery

M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...

Monday 4 May 2026

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...

Wednesday 29 April 2026

Samsung doubles down on 2nm as TSMC pushes toward 1nm

Samsung Electronics and TSMC have taken increasingly different approaches to advanced semiconductor manufacturing as the industry moves beyond the 3nm generation. Although being the...

Tuesday 28 April 2026

TSMC 2nm leak case results in NT$150M fine for TEL; company says no confidential data was leaked and discussions are underway

In the trade secret leak case involving TSMC's 2nm process, the Intellectual Property and Commercial Court ruled on April 27, 2026, that Tokyo Electron (TEL), the equipment supplier...

Monday 27 April 2026

DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?

As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.

Friday 24 April 2026

M31 and TSMC complete eUSB2V2 tapeout on N2P process

IP provider M31 has announced that its eUSB2V2 interface IP has completed tapeout on TSMC's N2P 2nm process. M31 CEO Scott Chang emphasized that 2nm interface IP must align closely...

Thursday 23 April 2026

Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market

Global semiconductor leaders are accelerating the restructuring of their supply chains. Qualcomm CEO Cristiano Amon recently made a quiet, low-profile visit to South Korea, signaling...

Wednesday 22 April 2026

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...

Monday 20 April 2026

Analysis: How TSMC avoids memory's boom-and-bust cycle

Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...

Friday 17 April 2026

TSMC revises advanced process and packaging strategy

TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...

Tuesday 14 April 2026

Samsung 2nm yields reportedly remain below mass production threshold

Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for...

Monday 13 April 2026

Japan funds AI chip ecosystem around Rapidus

Japan is accelerating efforts to rebuild a domestic advanced semiconductor ecosystem, with Rapidus at the center of a state-backed push...

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