On September 28, industry insiders reported that TSMC is stepping up efforts to expand its production capacity for 2nm chips. This move comes in response to a significant surge in orders—ranging from 10% to 20%—from major clients including Apple, NVIDIA, AMD, Qualcomm, and MediaTek. By the end of this year, TSMC’s monthly production capacity is anticipated to reach 120,000 wafers. This figure surpasses previous market estimates, which hovered between 90,000 and 100,000 wafers. Furthermore, TSMC is set to achieve its production capacity target for 2027 well ahead of schedule.
