TSMC plans to rapidly build out 2nm capacity to 140,000 wafers-per-month (wpm) by end-2026 due to strong AI-related demand, media report, up from 100,000wpm expected and 35,000wpm at end-2025. TSMC will also expand 3nm capacity to 160,000wpm this year as it is in short supply. $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $Tokyo Electron(TOELY.US) $Lam Research(LRCX.US) $KLA(KLAC.US) #semiconductors #semiconductor
Source: Dan Nystedt
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