2-nm race: TSMC’s N2 mass- production timing and new fabs; India’s opening in advanced packaging
2-nm race: The most closely watched node in foundryland—TSMC’s 2-nm (N2)—is crossing from slides to silicon. Public briefings this year reiterated H2-2025 for N2 mass production and H2-2026 for the N2P shrink, with Fab 22 flagged as the 2-nm anchor and a third Arizona site planned for N2/A16 “by the end of the decade.” In…