Morning Overview on MSN

TSMC’s 2nm chip capacity will grow 70% annually through 2028 and every wafer through 2026 is already sold

TSMC has locked in one of the most aggressive production ramps in semiconductor history: a 70 percent compound annual growth ...
Fudzilla

Marvell scores billions in AI chip deal

Chip designer Marvell reckons it has landed two new hyperscale cloud clients and is sniffing around more than 50 other deals as demand for its customised AI silicon keeps growing. The company said the ...

TSMC Is Doubling Its 2nm Chip Production, and the Scale Is Hard to Wrap Your Head Around

TSMC double 2nm production is happening fast, with five fabs ramping at once. Here's what that means for your next device.
Morningstar

Marvell Extends ZR/ZR+ Leadership with Industry-first 1.6T ZR/ZR+ Pluggable and 2nm Coherent DSPs for Secure AI Scale-across Interconnects

Marvell Extends ZR/ZR+ Leadership with Industry-first 1.6T ZR/ZR+ Pluggable and 2nm Coherent DSPs for Secure AI Scale-across Interconnects Multi-generational ZR/ZR+ Technology with Integrated MACsec ...