TSMC stock
On July 14, 2026, industry reports confirmed that Apple has secured the entire initial production capacity of TSMC’s 2nm (N2) process for its forthcoming "A20" and "M6" chipsets. The agreement reportedly includes a premium pricing tier for early access to the "Super Power Rail" backside power delivery technology, which is expected to offer a 15% performance boost and a 30% reduction in power consumption compared to the 3nm node. This exclusive arrangement ensures that TSMC’s 2nm facilities in Hsinchu and Kaohsiung will operate at full utilization immediately upon entering mass production in 2027, providing significant revenue visibility for the next fiscal year.