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Technology Stocks : ASML Holding NV
ASML 1,059-1.5%Oct 31 9:30 AM EST
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From: BeenRetired10/16/2025 6:05:17 AM
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TSMC 3Q25 CC: "we expect a faster ramp in 2026"

Finally, let me talk about our N2 and S16 status. Our two nanometer and S16 technologies lead the industry in addressing a sizable demand for energy efficient computing and almost all innovators are working with TSMC.

Dantoo is well on track for volume production later this quarter. With good year, we expect a faster ramp in 2026 fueled by both smartphone and HPC AI applications. With our strategy of continuous enhancement, we also introduced N2P as an extension of our N2 family. N2P feature further performance and power benefits on top of N2 and volume production scheduled for second half twenty twenty six. We also introduced A16 featuring our best in class Superpower rail or SPR.

A16 is best suited for specific HPC product with complex signal routes and dense power delivery networks. Volume production is on track for second half ’twenty six. We believe N2, N2P816 and its derivatives will prepare our N2 family to be another large and long lasting node for TSMC. This concludes our key message, and thank you for your attention.
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