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Taiwan Semiconductor (TSM) is set to extend its node leadership well into the next decade, increasing pressure on rivals like Intel (INTC) and Samsung. The Taiwan-based chipmaker recently announced its latest generation of AI chip techonologies. Smaller and faster than previous generations, one of the company's announcements was the new A13 process while another was N2U, a 2-nanometer (2nm) process offering a “balanced option for AI, HPC, and mobile applications.”
The fact that these chip technologies are smaller and faster may sound obvious — after all, that’s what every new generation does. But there’s something that makes this development different. Every new generation of chips that claims to pack more transistors than the previous one does so by using a better manufacturing technology. This tech has become so advanced now that there’s just one company in the world that makes it: ASML Holdings (ASML).
