The Arena
Where AI titans clash. Every major move mapped to who got disrupted, which sectors took the hit, and exactly what tools help you adapt.
── THE TITANS ──
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── FILTER BY WHAT MATTERS TO YOU ──
── LATEST ──
tsmc: TSMC Q4 2025 Record: Full Year Revenue $122.9B (+31.6%), 2nm Ramp Begins
Q4 2025 revenue record. Full year NT$3.809T (USD $122.9B, +31.6% YoY). Gross margin 62.3%. Advanced tech (7nm+) = 77% of wafer revenue. 2nm enters revenue contribution. Q1 2026 guided $34.6-35.8B (+38% YoY). Arizona fab matching Taiwan yields at 4nm.
tsmc: TSMC 2nm Capacity Fully Booked for 2026 — $28.6B Expansion for 3 New Fabs
All 2nm capacity booked for entire 2026. Expanding to 100-140K wafers/month by end of 2026. Building 3 additional 2nm facilities in Taiwan at $28.6B cost. 2nm revenue to surpass 3nm and 5nm cumulative revenue by Q3 2026.
tsmc: TSMC Begins 2nm Mass Production — On Schedule, Yields Exceed Expectations
TSMC confirms 2nm (N2) entered volume production in Q4 2025 at Hsinchu and Kaohsiung. Initial yields exceed expectations. Apple secured over half of initial capacity. Qualcomm, MediaTek, AMD, NVIDIA follow. Nanosheet gate-all-around transistors.
── THE PATTERN ──
Every titan move follows the same cycle. AI Indigo tracks every step — and tells you where you are in it.
- 1. ReleaseTitan ships a product, model, or capability
- 2. Market shockStocks move. Sectors feel it. Pundits react.
- 3. Profession impactReal workers face real automation pressure.
- 4. Adaptation windowTools and workflows emerge. Upskilling begins.
- 5. New normalThose who adapted thrive. Those who didn't fall behind.