I recently increased my position in Taiwan Semiconductor Manufacturing Company Limited based on its strategic push into advanced 3-nanometre chip production in Kumamoto, Japan. According to recent reports, these chips, essential for high-performance computing and AI servers, will also be produced at TSMC’s second Arizona fab next year. CEO C.C. Wei highlighted that this expansion not only supports Japan’s AI growth but also strengthens the company’s competitive edge. With AI demand accelerating, TSMC is positioned to outperform peers, making this an opportune moment to add exposure to its long-term growth trajectory.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 375.65 0 | -0.43% Holding |
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