Taiwan Semiconductor Manufacturing (TSM) is set for dominance in the "AI 2.0" era as its highly anticipated 2nm (N2) chip production capacity for 2026 is reportedly fully booked.
- Titans like NVIDIA Corporation and Apple Inc. have secured the future supply, confirming strong structural demand.
- The strong future outlook supports TSM's staggering $54 billion capital expenditure plan for the year.
- TSM shares climbed +2.30% to $340.40, preceding the critical earnings report from key supplier ASML.