Wells Fargo Spots Unexpected Winner in TSMC's 2nm Race

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) could be preparing another major increase in advanced-chip capacity, and Wells Fargo says the biggest near-term beneficiaries may extend well beyond TSMC itself. The bank said reports that TSMC could expand 2-nanometer production should be viewed as a potential positive for semiconductor capital-equipment companies, which supply the machinery needed to build increasingly complex chips. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is AAPL fairly valued? Test your thesis with our free DCF calculator.AAPL GF Value chart While we await further confirm and more details (e.g., timing, size, node, etc.