Semiconductor Disruption Monitor

Follow fab outages, export-control moves, and downstream effects on electronics, autos, and cloud infrastructure tied to Indo-Pacific production.

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Related events

semiconductortaiwanlow impact4 Aug

X reports TSMC to reach a new milestone with its 2nm process by end of 2026

TSMC is reportedly approaching a milestone with its 2nm process, aiming for 100,000 monthly wafers by the end of 2026. The shift is driven by AI customers seeking enhanced performance and reduced power consumption. This demand may accelerate manufacturing efforts at TSMC.

Confidence: 40/100

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