Michael Burry is a joke-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Michael Burry is a joke

Apple Locks In Over Half Of TSMC's 2nm Chip Supply As Shortage Looms — Nvidia Pushes For More AI Chips

Apple has reportedly secured over half of TSMC's 2nm chip capacity for 2026, tightening its lead in next-gen semiconductors.

Apple Locks In Over Half Of TSMC's 2nm Chip Supply As Shortage Looms — Nvidia Pushes For More AI Chips

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Locks In Over Half Of TSMC's 2nm Chip Supply As Shortage Looms — Nvidia Pushes For More AI Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-11-12 17:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As the race for next-generation semiconductors heats up, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> appear to be tightening their grip on <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co.&#39;s most advanced chipmaking capacity, leaving rivals scrambling for alternatives.</p><p>TSMC is reportedly facing a shortage of 2-nanometer chip supply, with Apple having already booked more than half of the foundry&#39;s 2026 capacity, according to Taiwan-based outlet Money UDN.</p><p>Industry analysts say Apple&#39;s long-standing strategy of securing TSMC&#39;s leading-edge technology early — from 5nm to 3nm and now 2nm — gives the <strong>iPhone</strong> maker a crucial competitive edge.</p><p>By locking in capacity, Apple ensures its Apple Silicon chips use the latest process nodes before competitors can access them.</p><p>To meet soaring demand, TSMC is accelerating 2nm expansion across its Taiwan sites in Hsinchu&#39;s Baoshan district and Kaohsiung, while also fast-tracking upgrades at its Arizona facility.</p><p>The chipmaker plans to acquire additional land near its U.S. plant to increase capacity and begin mass production in the second half of 2025, with ramp-up expected in 2026.</p><p>&#34;We are making substantial progress and it is proceeding smoothly as planned,&#34; TSMC Chairman CC Wei said during the company&#39;s latest earnings call.</p><p>Meanwhile, Nvidia CEO Jensen Huang, who met Wei in Taipei last week, urged the chipmaker to boost wafer supply amid surging AI demand.</p><p>&#34;No TSMC, no Nvidia,&#34; Huang said during his Taiwan visit, adding that the company&#39;s AI chip demand is rising &#34;month by month.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","NVDA":"英伟达","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4141":"半导体产品","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4602":"量子计算概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","AAPL":"苹果","LU0234570918.USD":"高盛全球核心股票组合Acc Close","TSM":"台积电","BK4581":"高盛持仓"},"source_url":"https://www.benzinga.com/markets/tech/25/11/48774008/apple-locks-in-over-half-of-tsmcs-2nm-chip-supply-as-shortage-looms-nvidia-pushes-for-more-ai-chips","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582352844","content_text":"As the race for next-generation semiconductors heats up, Apple Inc. and Nvidia appear to be tightening their grip on Taiwan Semiconductor Manufacturing Co.'s most advanced chipmaking capacity, leaving rivals scrambling for alternatives.TSMC is reportedly facing a shortage of 2-nanometer chip supply, with Apple having already booked more than half of the foundry's 2026 capacity, according to Taiwan-based outlet Money UDN.Industry analysts say Apple's long-standing strategy of securing TSMC's leading-edge technology early — from 5nm to 3nm and now 2nm — gives the iPhone maker a crucial competitive edge.By locking in capacity, Apple ensures its Apple Silicon chips use the latest process nodes before competitors can access them.To meet soaring demand, TSMC is accelerating 2nm expansion across its Taiwan sites in Hsinchu's Baoshan district and Kaohsiung, while also fast-tracking upgrades at its Arizona facility.The chipmaker plans to acquire additional land near its U.S. plant to increase capacity and begin mass production in the second half of 2025, with ramp-up expected in 2026.\"We are making substantial progress and it is proceeding smoothly as planned,\" TSMC Chairman CC Wei said during the company's latest earnings call.Meanwhile, Nvidia CEO Jensen Huang, who met Wei in Taipei last week, urged the chipmaker to boost wafer supply amid surging AI demand.\"No TSMC, no Nvidia,\" Huang said during his Taiwan visit, adding that the company's AI chip demand is rising \"month by month.\"","news_type":1,"symbols_score_info":{"NVDA":2,"AAPL":2,"TSM":2}},"isVote":1,"tweetType":1,"viewCount":301,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}