AI DemandTSMC remains confident in AI-driven demand, as evidenced by its aggressive CoWoS expansion and plans to double capacity in 2025.
Investment And Economic ImpactTSMC expands its US investment to US$165bn, including R&D and advanced packaging, which is expected to generate US$200 billion in indirect economic output and create thousands of jobs in the U.S.
Strategic ExpansionTSMC provided updates to its US expansion, with Phase 1 beginning mass production on 4nm node, and infrastructure installation for Phase 2 underway, reflecting progress in its strategic growth initiatives.