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Media reports citing industry sources say TSMC is accelerating the expansion of its 2-nanometer chip capacity as major customers including Apple, Nvidia, AMD, Qualcomm and MediaTek increase orders by 10%-20%. The report says TSMC's monthly capacity for 2-nanometer chips could reach 120,000 wafers by the end of the year, higher than the previous market estimate of 90,000 to 100,000 wafers. The original 2027 capacity target for 2-nanometer chips will also be achieved ahead of schedule.
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