TSMC investors received another strong signal on Monday that demand for the company's next-generation chips is accelerating faster than expected, even as the stock has stopped reacting aggressively to every bullish AI datapoint. Industry reports suggest Apple, Nvidia and other major customers have increased orders for TSMC's 2-nanometre family by 10% to 20%, pushing expected monthly capacity to about 120,000 wafers by the end of 2026.
Read on invezz.com