I just increased my position in Taiwan Semiconductor Manufacturing Company Limited following the company’s recent announcement of mass production plans for advanced 3-nanometre chips in Kumamoto, Japan. These chips, critical for HPC and AI servers, position Japan as a key hub for cutting-edge semiconductor manufacturing. With a second fab in Arizona set to start production next year, TSM is strategically accelerating its AI capabilities. CEO C.C. Wei emphasized the fab’s role in boosting local economic growth and strengthening Japan’s AI ecosystem. This expansion reinforces TSM’s technological leadership and long-term growth potential.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 375.04 0 | -0.43% Holding |
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