Intel's 18A-P node entered risk production in June 2026 with Apple and Google interest. An analysis of RibbonFET, PowerVia, and the UMC partnership vs TSMC.
TSMC 2nm (N2) in 2026: gate-all-around ramp, yields, Samsung SF2 and Intel 18A competition, HBM4, and South Koreas $576B fab investment reshaping the AI chip supply chain.