2nm Process

Bloomberg reports that Japan's Rapidus has failed to deliver usable SRAM by its planned summer 2026 milestone, putting its fiscal 2027 2nm mass-production target at risk of a multi-month delay. SRAM is a critical cache component for advanced logic and AI accelerators, and its yield directly gates process viability. Rapidus said it remains committed to starting mass production in the second half of fiscal 2027, with chairman Tetsuro Higashi insisting last month that the roadmap was on track.

TSMC reported October 2026 consolidated revenue of NT$586.89 billion, up 59.7% year over year and 14.7% sequentially, sustaining near-60% growth on a high base. Cumulative January-October revenue reached NT$4.49 trillion, up 43.3% year over year, lending early credibility to its Q4 guidance of $52.3-54.3 billion as AI and HPC demand continues to outstrip supply.