India, Oct. 6 -- Given the growth of 2nm capability at TSMC, we will take a look at the need, capacity, and demand for these chips.

Need: The semiconductor industry's pivot toward AI-centric computing has exposed the physical and thermal limits of 3nm nodes. AI training clusters now require trillions of parameters and operate under power budgets that make efficiency a gating factor. TSMC's 2nm (N2) node-its first built on a Gate-All-Around transistor-answers that need with up to 15% higher performance, or 24-35% lower power at equal voltage.

For hyperscalers constrained by datacenter power caps, that translates directly into more throughput per rack. Mobile customers likewise view N2 as essential to sustaining performance within battery...