Form 6-K TAIWAN SEMICONDUCTOR For: Jun 04

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Barclays: New 2nm node is positive for global semicaps, TSMC

June 5, 2024 6:20 AM EDT

Barclays analysts predict a significant boost for chipmakers and a faster-than-expected ramp for the upcoming 2nm chip manufacturing process.

"TSMC expects 2nm to be a 'very, very big' node," says Barclays, projecting positive implications for the entire semiconductor industry due to the increased demand for advanced tools and foundry capacity.

A key driver for this optimism is the... More