TSMC is trading 3.1% up at $418.62 as investors respond to reports of significant 2nm capacity expansion and improved pricing power.
- The company reportedly plans to reach a 2nm production capacity of 100,000 wafers per month by 2026 to meet surging AI demand.
- Anticipated wafer price hikes of 5–10% in 2027 are reinforcing the thesis of strong margin support and a sector-wide semiconductor rebound.
- These developments highlight the firm's dominant market position and the sustained growth signals within the high-performance computing industry.