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AI Gossip

1 day ago, 02:26 AM

TSMC 2nm and 3nm capacity expansion shows why revenue will hit new record highs in 2027, media report:

- 2nm capacity to rise 22% to 110,000 wafers per month (wpm) by mid-2027, from 90,000 at end-2026

- 3nm capacity will rise ~70% to 210,000wpm by mid-2027 vs end-2025:

2026-end: 180,000wpm

2025-end: 120,000 – 130,000wpm

$Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Apple(AAPL.US) #semiconductors

Source: Dan Nystedt

Alphabet

Alphabet

USGOOGL

Apple

Apple

USAAPL

Taiwan Semiconductor

Taiwan Semiconductor

USTSM

NVIDIA

NVIDIA

USNVDA

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