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business16h ago
As political winds shift, top chipmaker TSMC looks beyond Taiwan
- TSMC is accelerating its expansion beyond Taiwan to diversify global chip production.
- TSMC is expanding in Japan and Germany to access new talent and resources.
- Executives say the changes are driven by customer demand and technology leadership.
- TSMC plans to expand its U.S. investments, supported by incentives in Arizona.
- TSMC emphasizes Taiwan remains a home base for cutting-edge research.
- The expansion aligns with broader supply-chain and national-security considerations.
- TSMC notes the importance of meeting customer demand amidst geopolitical shifts.
- Arizona fabs are part of a broader plan to scale high-end manufacturing capacity.
- TSMC is pursuing a global strategy to access land, water, and power resources.
- The company forecasts continued AI-driven demand for its chips.
- TSMC intends to maintain a balance between overseas growth and Taiwan-focused innovation.
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