Apple and Nvidia Just Delivered a Major Boost for TSMC Chip Business
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Apple and Nvidia Just Delivered a Major Boost for TSMC Chip Business Nauman Khan Mon, September 28, 2026 at 8:22 AM EDT 1 min read TSM AAPL NVDA AMD QCOM 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. Apple ( NASDAQ:AAPL ), Nvidia ( NASDAQ:NVDA ), Advanced Micro Devices, Qualcomm and MediaTek are reportedly lifting 2nm orders by 10% to 20%. That gives TSMC additional visibility as customers prepare next-generation processors and AI accelerators. The demand comes as 2nm becomes a larger part of TSMC's advanced manufacturing mix. In the second quarter, 2nm represented 3% of wafer revenue, while technologies at 7nm and below accounted for 77%. High-performance computing made up 66% of revenue, up from 60% a year earlier. TSMC has projected 2026 2nm capacity growth as it ramps multiple facilities in Taiwan. With AI and high-performance computing driving customer demand, investors will be watching how quickly the company converts those orders into higher production and revenue.
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