The Nov Tech

The Nov Tech

The Death of Moore’s Law Just Kicked Off a Three-Front War — and Nobody Told You About It

TSMC achieved the impossible. Then, Huawei, IBM, and OpenAI each announced they no longer need it. Something fundamental broke in the chip industry last week, and it changes everything from your next

Novy Baf's avatar
Novy Baf
Jul 04, 2026
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Photo by Brecht Corbeel on Unsplash

Two nanometers.

That’s about 20 atoms wide. That is what TSMC began producing at volume starting at the end of 2025, ramping hard through 2026. Apple, Nvidia, AMD, Google — they’re all queuing for it. The entire production capacity is booked through the end of the year.

I’ve been following chip technology for a while now…

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