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Message: [QUOTE="Munyaradzi Mafaro, post: 81992, member: 636"] TSMC is printing silicon faster than ever because everyone needs their fix. The foundry targets a monthly output of 140,000 units for its 2nm node before the year closes. This figure beats earlier guesses of 100,000 wafers. Three new facilities are under construction just to handle this massive volume. Efficiency here seems wild since the 2nm process almost hits the 3nm ceiling of 160,000 wafers despite only running for a year. Apple apparently locked down over half the starting capacity. That aggressive buying leaves Qualcomm and MediaTek waiting for the N2P variant to power the Snapdragon 8 Elite Gen 6 and Dimensity 9600. Insatiable thirst for AI chips threatens to unseat the iPhone maker as the biggest client. High-performance computing buyers are flooding the order books. Internal data shows better yields than predicted for the 1.4nm A14 technology. Risk production likely kicks off around 2027. [/QUOTE]