Apple and Nvidia Just Delivered a Major Boost for TSMC Chip Business

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is moving to expand 2-nanometer production faster than previously expected as major customers increase their commitments to the new technology. The company could reach monthly 2nm output of about 120,000 wafers by the end of 2026, compared with earlier estimates of 90,000 to 100,000, according to Taiwan's EDN. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is TSM fairly valued? Test your thesis with our free DCF calculator.TSM GF Value chart Apple (NASDAQ:AAPL), Nvidia (NASDAQ:NVDA), Advanced Micro Devices, Qualcomm and MediaTek are reportedly lifting 2nm orders by 10% to 20%.