TSMC Could Hit Its 2027 2nm Capacity Goals a Year Early as NVIDIA, AMD and Apple Pile On Orders
According to a report from Taiwan, TSMC may reach its 2027 production targets ahead of schedule thanks to booming demand for its 2-nanometer process. Strong orders from NVIDIA, AMD and Apple are cited as the main driver of that optimism. A separate Bank of America estimate suggests TSMC's leading-edge lines could be booked until 2028.