TSMC Navigates AI Boom and Capacity Constraints; Toyota’s Rating Stable; Japan’s Opposition Seeks Unity

Key TakeawaysTaiwan Semiconductor Manufacturing Company (TSM) is experiencing robust demand for AI chips, leading to tight manufacturing capacity, particularly for CoWoS advanced packaging, with significant expansion planned through 2026.Toyota Motor Corporation (TM) has had its 'A+' credit rating reaffirmed by S&P Global and Fitch, with Moody's affirming its A1 rating, all maintaining a stable outlook due to strong hybrid sales and conservative financial management.Japan's political landscape is in flux as ...