TSMC stock
On July 9, 2026, industry reports confirmed that NVIDIA has designated TSMC as the foundry partner for its forthcoming "Rosa" CPU architecture, scheduled for production in 2029. The "Rosa" processors will leverage TSMC’s advanced 2nm (N2) and A16 (1.6nm) process nodes, incorporating the "Super Power Rail" backside power delivery technology to enhance energy efficiency for high--performance computing. This partnership extends TSMC's visibility into NVIDIA's long--term product roadmap and solidifies its role as the sole provider for next--generation AI infrastructure silicon.