반도체·하드웨어 · 리포트
TSMC's 2nm and 3nm monthly production output projected to increase up to 22% by mid-2027, expanding AI chip supply as demand sustains.
AI logic-process capacity at leading edge finally loosens; higher 3nm/2nm availability reduces chiplet allocation pressure and enables more aggressive AI accelerator design, though CoWoS remains the constraint.
업계 전문지Slicast · 2026년 9월 15일 02:39 UTC · 미국 · 출처: finance.biggo.com
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