Silicon giants are brawling over microscopic upgrades that nobody actually notices anymore. TSMC is absolutely swamped with orders for two-nanometer tech, logging one-and-a-half times the tapeouts seen during the three-nanometer era. Apple, Qualcomm, and MediaTek are clawing for supply to juice up the A20, Snapdragon 8 Elite Gen 6 Pro, and Dimensity 9600, hoping to survive the yearly cycle.
The funny part is that shrinking nodes barely matters because smartphone guts are already insanely complex. Apple apparently hogged half the initial batch, forcing competitors to chase the N2P variant just to boost clock speeds. However, insiders claim average buyers have stopped caring about lithography since these expensive changes hardly affect...