TSMC news | One Percent Lowshttps://www.onepercentlows.com/topic/tsmcEvery story about TSMC.en Nova Lake die shots show disaggregated design and TSMC N2P compute tileshttps://www.onepercentlows.com/news/2026-10-18-nova-lake-die-shots-show-disaggregated-design-and-tsmc-n2phttps://www.onepercentlows.com/news/2026-10-18-nova-lake-die-shots-show-disaggregated-design-and-tsmc-n2pSun, 18 Oct 2026 20:43:19 GMTLeaked die shots show Nova Lake mobile and desktop chips will use a multi-tile design, with compute tiles reportedly moving from Intel 18A-P to TSMC N2P for final production.Hardware Microsoft and Meta adjust AI spending as TSMC reports 41% revenue growthhttps://www.onepercentlows.com/news/2026-10-18-microsoft-and-meta-adjust-ai-spending-as-tsmc-reports-41https://www.onepercentlows.com/news/2026-10-18-microsoft-and-meta-adjust-ai-spending-as-tsmc-reports-41Sun, 18 Oct 2026 14:49:28 GMTMicrosoft has lowered its 2026 capital expenditure forecast to about $175 billion, while Meta expects to spend between $130 billion and $145 billion on AI infrastructure.Hardware TSMC 2-nm process reaches 8 percent of wafer revenue in Q3https://www.onepercentlows.com/news/2026-10-17-tsmc-2-nm-process-hits-8-percent-of-q3-wafer-revenuehttps://www.onepercentlows.com/news/2026-10-17-tsmc-2-nm-process-hits-8-percent-of-q3-wafer-revenueSat, 17 Oct 2026 15:43:41 GMTTSMC shares rising profits and revenue for the third quarter, as its 2-nm node secures eight percent of wafer earnings.Hardware