TSMC Soars 3.7% on 2-Nanometer Tech Demand

On April 23, 2025, TSMC's stock rose by 3.7% in pre-market trading, reflecting strong investor confidence in the company's future prospects.
TSMC's 2-nanometer process technology has garnered significant attention from industry giants, with AMD and Apple already confirmed as early adopters. AMD has announced that its sixth-generation EPYC "Venice" processor will be manufactured using TSMC's 2-nanometer technology, while Apple plans to use this technology for the A20 chip in its iPhone 18 series. This trend indicates a growing reliance on TSMC's advanced manufacturing capabilities, which could further boost the company's market position.
Intel, another major player in the semiconductor industry, has also shown interest in TSMC's 2-nanometer technology. Reports suggest that Intel is considering using TSMC's 2-nanometer process for its "Nova Lake" CPU, which is set to succeed the "Arrow Lake" series. This move could be driven by the need to meet high demand and ensure timely product releases, as Intel's own 18A process may not be ready for mass production in the near future. The collaboration between Intel and TSMC highlights the strategic importance of TSMC's advanced manufacturing capabilities in the competitive semiconductor market.

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