TSMC just hit a major milestone—their N2 node has entered mass production before the year wrapped up. What's more interesting? The upgraded N2P variant is locked in for mid-2026. This kind of manufacturing advancement matters more than most realize. When leading foundries push process nodes forward, it ripples across the entire computing stack. Players like AMD, Broadcom, and NVIDIA naturally benefit from accessing next-gen fabrication capabilities. Better nodes mean more efficient chips, higher performance-per-watt, and ultimately more competitive hardware ecosystems. For anyone tracking infrastructure development trends, this is worth monitoring.