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TSMC is the world's most important contract chip foundry.
TSMC's chip demand is three times higher than its current production capacity, per CEO C.C. Wei.
KEY POINTS
- TSMC faces a massive production shortfall for advanced nodes like 5nm, 3nm, and 2nm chips.
- Samsung Foundry's chip yields are improving, enabling the upcoming Exynos 2600 for Galaxy S26 models.
- Building a 2nm fab takes three to five years and costs about $28 billion.
COMPANIES
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