Global 2nm Supply Crunch: TSMC Leads as Intel 18A, Samsung, and Rapidus Race to Compete

The semiconductor industry is facing a significant supply challenge due to high demand for advanced chips, particularly in AI, HPC, and next-gen devices. TSMC leads in 2nm technology with strong yield and capacity, attracting major customers like Apple and Nvidia. Intel's 18A process offers competition but struggles to match TSMC's yields and customer base. Samsung's 2nm efforts face yield and adoption challenges, while Rapidus aims to carve a niche in 2nm production with tailored services. The global capacity crunch highlights the importance of securing wafer slots early in the evolving semiconductor landscape.