台积电2nm，加紧赴美

Core Insights - TSMC plans to accelerate the production of advanced 2nm chips in the U.S. to meet strong AI demand, indicating potential further expansion beyond the previously committed $165 billion investment [1][2] - The company is nearing the acquisition of a second large plot near its Arizona facility to enhance flexibility in response to sustained AI demand [1] - TSMC's North American revenue surged by 76% in Q3, driven by the growing demand from leading AI chip developers, while revenue growth in China decreased from 11% to 8% [2] Group 1 - TSMC's CEO, C.C. Wei, emphasized the company's commitment to producing numerous AI chips to support AI development [3] - The expansion plan includes the construction of three new chip manufacturing plants, two advanced packaging facilities, and a large R&D center [3] - TSMC aims to establish a Gigafab in Arizona to support leading customers in smartphones, AI, and high-performance computing applications [1] Group 2 - Applied Materials believes that the AI boom and related demand will not slow down, while ASML expects its revenue in 2026 to remain above 2025 levels despite a slowdown in China [2] - External macroeconomic risks are considered manageable, as short-term performance remains well-supported by demand [2] - TSMC's CEO downplayed the impact of export controls and AI chip restrictions from Beijing, expressing confidence in AI growth regardless of access to the Chinese market [1]