Nvidia, AMD and Tesla are among the giants scrambling for more TSMC 3nm capacity, media report, citing Morgan Stanley, which raised its 2026 capex forecast for TSMC to US$48-$50 billion, from $43B previously. TSMC will boost 3nm capacity to 110,000 to 120,000 wafers per month (wpm) by end-2025, up 20,000wpm. In 2026, 3nm capacity will rise to 140K-150K wpm. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Tesla(TSLA.US) $Applied Materials(AMAT.US) $ASML(ASML.US) $Tokyo Electron(TOELY.US) $Lam Research(LRCX.US) $KLA(KLAC.US) #Semiconductors
Source: Dan Nystedt
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