Strong AI and high-performance computing demand has left TSMC’s 2nm nodes, including the A16 process, severely oversubscribed. Even top client NVIDIA faces shortages, prompting design changes for the next-generation Feynman platform. With Meta also vying for capacity, customer queues now extend beyond 2028, and TSMC plans four consecutive years of advanced process price increases, Taiwan Economic Daily News reported.

2026-03-23

Strong AI and high-performance computing demand has left TSMC’s 2nm nodes, including the A16 process, severely oversubscribed. Even top client NVIDIA faces shortages, prompting design changes for the next-generation Feynman platform. With Meta also vying for capacity, customer queues now extend beyond 2028, and TSMC plans four consecutive years of advanced process price increases, Taiwan Economic Daily News reported.