Can you guess the actor Adria Arjona is talking about? - 2nm.com.au

The semiconductor industry has witnessed a significant technological breakthrough with the advancement of 2nm process technology, marking a new era in chip manufacturing. This technological progress n... Read original →

The commercialization of 2nm process technology marks a new chapter in chip manufacturing, triggering cascading effects across the entire supply chain. Upstream equipment and materials vendors such as ASML and Applied Materials will see increased demand for EUV tools and advanced deposition systems. Midstream design houses like Apple, Qualcomm, and NVIDIA will accelerate adoption to enhance performance, particularly in AI and 5G applications. Downstream end-products, from smartphones to data center processors, will undergo a wave of upgrades. However, geopolitical tensions, especially amid U.S.-China tech decoupling, pose supply chain risks for TSMC’s operations in Taiwan, China. Competitors like Samsung and Intel are ramping up 3nm and beyond R&D efforts to gain market share. Over the next 12–24 months, 2nm technology will drive explosive demand for AI compute power, fueling semiconductor capex growth and accelerating global digital infrastructure transformation.