TSMC’s Node Roadmap Through 2029 Sets Up a Two-Tier AI Chip Market
6 min readKey takeaways TSMC has formalised a dual-track node roadmap: annual cadence for mobile/client chips, biennial cadence for AI/HPC — each with structurally different power architectures. A16 volume production has slipped to 2027; Nvidia is the first and only confirmed A16 customer. Apple is skipping A16 entirely. Google has cut its 2026 TPU target from 4 …