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TSMC (2330 TT) is sharply accelerating its capacity expansion as Apple (AAPL), NVIDIA (NVDA), AMD (AMD), Qualcomm (QCOM), MediaTek (2454 TT) and others increase their 2nm bookings by 10-20% amid strong AI and HPC demand

StockNow breaking-news AI analysis

TSMC accelerates 2nm expansion as key clients increase orders by 10–20%. While boosting utilization, the rapid ramp-up is projected to dilute second-half gross margins by 3–4 percentage points.

4 stocks
AAPLApple Inc.$341.42CloseNVDANvidia Corp$224.97CloseAMDAdvanced Micro Devices$631.02CloseQCOMQualcomm Inc$202.80Close

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