I have added to my position in TSM based on its strategic expansion into advanced 3-nanometre chip production. The company’s plan to mass-produce these chips in Kumamoto, Japan, positions it at the forefront of high-performance computing and AI server technology. With a second fab in Arizona coming online next year, TSM is accelerating its AI capabilities, which should allow it to outperform peers. CEO C.C. Wei emphasized that this expansion not only supports local economic growth but also lays the groundwork for Japan’s AI ecosystem, reinforcing TSM’s long-term growth potential.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 376.00 0 | -0.52% Holding |
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