What: Taiwan Semiconductor (TSM) has reported >95% utilization for it 7 nanometer process tech platform. That’s a sign that demand is strong from customers for its most cutting-edge chip production.
Impact: This flies in the face of industry pundits, who are saying there’s an upcoming overcapacity in the typically-cyclical chip industry. Taiwan Semi has the IP to manufacture the world’s most cutting-edge chips. We’ll watch for its new Gate All-Around (GAA) tech to drive even smaller process nodes in the future.
More: Here’s a podcast that showcases the changes taking shape in the chip world. The Transistor Age of Quantum Computing With Tiernan Ray