TSMC's 2nm Node: Will It Power the Next Growth Cycle or Pressure Margins?

Key Takeaways TSM is expanding 2nm fabs in Hsinchu, Kaohsiung and Arizona for advanced AI chip production.Initial 2nm costs and low yields may trim margins by up to 4% before scaling benefits emerge.TSM expects scale, automation and incentives to offset costs and extend its technology lead.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, is expanding into 2nm nodes as the world moves toward more efficient, miniaturized AI chips. In its recent earnings call, TSM announced that it is exp ...