【#Tech24H】Driven by robust demand for AI and High-Performance Computing (HPC), TSMC's 2nm process capacity, including the A16 process, is facing severe supply shortages, leaving even its largest customer, NVIDIA, with insufficient supply. Consequently, NVIDIA is required to modify its next-generation Feynman platform design. Coupled with Meta joining the scramble for capacity, the queue of customers waiting for TSMC's 2nm capacity has lengthened further, with orders now being scheduled through 2028 and beyond. TSMC is also expected to raise prices for its advanced processes for four consecutive years.