Apple and Nvidia Increase 2nm Chip Orders from TSMC

Key Facts

1Apple and Nvidia have increased their orders for TSMC's 2nm chips by 10% to 20%.

2Monthly capacity for 2nm chips is expected to reach 120,000 wafers by the end of 2026.

Apple and Nvidia have increased their orders for TSMC's 2nm chips by 10% to 20%. Invezz reported that monthly production capacity for the 2nm process technology is expected to reach 120,000 wafers by the end of 2026.

TSM closed at $450.61 on September 25, 2026, while NVDA closed at $225.07 and AAPL closed at $341.07 on the same date. The increased commitment to advanced architecture highlights sustained demand for next-generation AI hardware and high-end consumer electronics.