# Apple CEO Tim Cook said the company has “less flexibility in the supply chain than we normally would’ Taiwan Semiconductor is accelerating expansion, investing in next-generation technologies, and scaling capacity.

*semiconductor · news · 2026-05-05 · Benzinga*

## Key points

- Taiwan Semiconductor has revived its advanced wafer fab project at Longtan in Hsinchu Science Park.
- The company is exploring angstrom-class (~0.1nm) processes, potentially investing NT$500-600 billion.
- TSMC began 2-nanometer production and is expanding 3-nanometer capacity for AI demand.
- Apple cited limited supply chain flexibility due to strong AI-driven demand and capacity constraints.
- TSMC plans $52-56 billion capital spending for 2026, advancing new fabs in Taiwan, U.S., and Japan.

**Companies:** Apple, Taiwan Semiconductor
**Countries:** Taiwan, United States, Japan

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/05/52282399/tsmc-stock-holds-firm-as-56-billion-ai-expansion-defies-apple-supply-chain-rumors)

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