4 stories · “foundry”.
A Piper Sandler research note says Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia and Qualcomm are evaluating Intel's 14A process, with no commitments.
Samsung has begun 2nm trial runs for Tesla's next-generation AI5 processor at its Taylor, Texas fab, pulling production forward as TSMC capacity stays tight.
TSMC's August 2026 revenue hit a record NT$514.8 billion, up 53.3% year on year, as AI demand keeps outrunning its expanding fab and packaging capacity.
TSMC has completed development of its 1.6nm-class A16 process with Super Power Rail, targeting Q4 mass production for AI and HPC customers.
