TSMC's 2nm production capacity has already been fully booked.

TSMC's 2nm production capacity has been fully booked by orders from global tech giants. Among them, AMD plans to begin producing CPUs based on the 2nm process in 2026, while Google and AWS are reportedly planning to adopt the technology in the third and fourth quarters of 2027 respectively. Additionally, Nvidia plans to launch its "Feynman AI" GPU in 2028, which is expected to use TSMC's A16 process, featuring backside power delivery design.