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TSMC will begin 2nm mass production in the 4th quarter and hit 45,000 - 50,000 wafers per month (wpm) by year-end, at US$30,000 per wafer, media report, with 2026 production at 100,000wpm. TSMC Arizona’s fab 2 will start 2nm ahead of schedule and help TSMC reach 200,000wpm in 2028. Apple, AMD, Broadcom, Intel, MediaTek, Qualcomm are already working with or will have 2nm chips in production at TSMC by year-end. Orders from these Big 6 clients will surge in 2026. By 2027, Nvidia, Amazon, Google, Marvell, Bitmain will join several more firms in 2nm mass production. Apple has already secured nearly half of TSMC’s 2nm capacity, with Qualcomm the 2nd biggest client. Most of TSMC’s 2nm production will initially be done at its Taiwan fabs in Hsinchu (Baoshan Fab 20) and Kaohsiung (Fab 22). TSMC’s 4nm and 3nm will remain in high demand, fully booked through end-2026.
Two week’s maximum for conversion. Observe the mother share. Too many retailers holding frontken warrant. I think that’s why mother share is being suppressed. You see KGB-wb. Same expiration date.
If chairman’s goal is to collect more shares he would just buy it from open market. But the money goes to whoever selling. Frontken was buying back shares to push it back above 4.00. The warrant chairman warrant convert to mother share and exercise value of 4 ringgit per share goes to raise capital. Warrant doesn’t go to waste. Chairman gets mother shares for lower price. Money he used to exercise goes to the company. Unlikely chairman will be dumping warrant.
When warrant are converted.. the company gets capital to pay debt or investment. Frontken has not much debt. So they'll use the capital for expansion. At the same time. Warrant circulating in the market will be lesser. If demand stays the same or goes up..warrant price will go up