P Equity Research 📰(@pequityresearch):J.P. Morgan: We expect A14 to go into mass production in 1H28, which could generate some revenue in 2H28. We believe the tight leading edge wafer supply will extend into 2027-208 and expect TSMC to continue its accelerated capacity build plans into 2028. $TSM

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P Equity Research 📰@pequityresearch

2026.10.18 00:36

J.P. Morgan: We expect A14 to go into mass production in 1H28, which could generate some revenue in 2H28. We believe the tight leading edge wafer supply will extend into 2027-208 and expect TSMC to continue its accelerated capacity build plans into 2028. $TSM