Taiwan media reports that due to strong demand for artificial intelligence and high-performance computing (HPC), companies including Apple, Nvidia, AMD, Qualcomm, MediaTek, and others have increased their 2nm wafer order quantities by 10% to 20%, and TSMC is significantly accelerating its capacity expansion. It is expected that TSMC's monthly production capacity will reach 120,000 wafer starts by the end of this year, ahead of the originally planned 2027 target $TSM $AAPL .