$Taiwan Semiconductor Manufacturing(TSM)$ I added to my position in TSM (Taiwan Semiconductor Manufacturing Company Limited) following their announcement to mass-produce advanced 3-nanometre chips in Kumamoto, Japan. These cutting-edge chips, essential for HPC and AI servers, position Japan as a leader in AI hardware production. CEO C.C. Wei highlighted the fab’s role in supporting Japan’s AI ecosystem and local economic growth. With a second fab in Arizona set to begin production next year, TSM is accelerating its AI strategy, strengthening its competitive edge. This expansion underpins my confidence in TSM’s long-term growth and industry leadership.
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