美股异动丨台积电涨幅扩大至2.5% 据称公司2nm产能已被预订一空

Core Insights - TSMC has been included in the 2026 "Global Vision" Top Ten Core Assets list, with its stock price increasing by 2.5% [1] - TSMC's 2nm production capacity has been fully booked by global tech giants [1] Company Developments - AMD plans to start production of 2nm-based CPUs in 2026 [1] - Google and AWS are reportedly planning to adopt the 2nm process in the third and fourth quarters of 2027, respectively [1] - NVIDIA is expected to launch its "Feynman AI" GPU in 2028, which will likely utilize TSMC's A16 process featuring a backside power design [1]