pangngk
10-30

$Taiwan Semiconductor Manufacturing(TSM)$ TSM is the ONLY company able to make 3nn transistors at scale. They are going to be making 2nn transistors before anyone else can do 3. The smaller the transistor the more that can be crammed into a chip -- it is this reduction in size that has driven the power of the latest gpu's which in turn have enabled the training of the huge neural networks that power AI. TSM is capacity constrained -- if they had double the capacity it still wouldn't be enough -- and no one else can fill the gap. TSM's tech lead is safe for years to come. And their overall strength is without any peer remotely seen in the rearview mirror.

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