TSMC stock slips despite 2nm boom: why Apple and Nvidia are raising orders

Apple, Nvidia, and other major clients have boosted orders for TSMC's 2nm chips by 10-20%, raising expected capacity to 120,000 wafers per month by the end of 2026. Despite strong demand signals, TSMC's stock fell slightly due to concerns about the high costs of ramping production and overseas fab expansion impacting near-term margins.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it between 15 Sep 2026 and 28 Sep 2026.