TSMC (TSM) Stock Rises as Apple, Nvidia Order Surge Hits 20%
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5 Articles
TSMC stock slips despite 2nm boom: why Apple and Nvidia are raising orders
The Taiwanese TSMC could reach a capacity of about 120,000 wafers of 2 nm per month by the end of 2026, according to an EDN report. The company already started the volume production of this process in the fourth quarter of 2025, while increasing the capacity to meet the demand for advanced chips.
If in 2022 we were already questioning how the 2 nm of TSMC was moving forward, since the summer, we know that he has made a great start. According to UDN, the situation is expected to remain on the rise for the next few months...
TSMC (TSM) Stock Rises as Apple, Nvidia Order Surge Hits 20%
TLDR TSMC’s monthly 2nm chip capacity could hit 120,000 wafers by the end of 2026, above earlier estimates of 90,000 to 100,000. Apple, Nvidia, AMD, Qualcomm, and MediaTek have raised their 2nm orders by 10% to 20%. Five new 2nm fabs are coming online this year, two in Hsinchu and three in...
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