I was wrong about TSMC.

A few months ago I thought they were going to ship 2nm in Q1’25. TSMC basically just said they won’t ship the N2 train wreck until Q2’26. If this was Intel the stock would be down 25%. @EricJhonsa @SKundojjala pic.twitter.com/9EAKyLjbIO

— witeken (@witeken) April 15, 2022