Group 1 - The company, TSMC, emphasizes that its capital expenditure planning will take into full consideration the uncertainties in the macroeconomic environment [1]

台积电(TSM.N)：N2技术开发进展按计划进行。 ...

Group 1 - The overall revenue of the wafer foundry industry is expected to grow by 17% to 18% this year, driven by the increasing demand for artificial intelligence [1][3] - TSMC's sales are projected to grow nearly 30%, benefiting from its market leadership [1][3] - TSMC reported a net profit of NT$398.3 billion (approximately US$13.53 billion) for the quarter ending June 30, with a profit growth of 60.7%, marking a historical high [3] Group 2 - Major clients of TSMC include chip giants NVIDIA and Apple, with NVIDIA being the largest customer [3][4] - NVIDIA is pushing for mass shipments of its next-generation Blackwell Ultra chips and is expected to resume exports of its AI chip H20 to China soon [3] - Analysts believe that the resumption of H20 supplies to China will boost TSMC's order growth [3][4] Group 3 - TSMC's order volume significantly impacts upstream equipment manufacturers, such as ASML, which is TSMC's largest supplier [4] - TSMC is expected to order equipment for the upcoming N2 process from ASML [4] - Demand and orders from TSMC and Chinese chip manufacturers are currently better than expected, while demand from Intel and Samsung is below expectations [4] Group 4 - TSMC announced a US$100 billion investment in the U.S., with a commitment to invest US$65 billion in building three factories in Arizona, two of which are already completed [5]

Group 1 - TSMC's N2 process has better profitability compared to the N3 process [1]

Group 1 - TSMC (TSM.N) is experiencing strong demand for its N3, N5, and future N2 technologies [1] - The company is actively working to bridge the gap between demand and supply [1]

Core Viewpoint - TSMC is leveraging its N7 capacity to support N5 production, indicating a strategic move to optimize resources and meet demand in advanced semiconductor manufacturing [1] Group 1 - TSMC is utilizing its existing N7 production capacity to enhance the output of its more advanced N5 nodes, which is crucial for maintaining competitiveness in the semiconductor industry [1] - This strategy reflects TSMC's commitment to maximizing efficiency and meeting the growing demand for high-performance chips [1] - The decision to support N5 with N7 capacity may also indicate a response to market dynamics and customer needs in the technology sector [1]

Group 1 - TSMC (TSM.N) is expected to face tight capacity for its N3 process technology in the coming years [1]

台积电(TSM.N)：对实现53%或更高毛利率充满信心。 ...

Group 1 - TSMC plans to begin construction of its second wafer fabrication plant in Japan later this year [1]

Group 1 - The core point of the article is that approximately 30% of TSMC's N2 production capacity will ultimately be located in Arizona [1] Group 2 - TSMC is expanding its operations in the United States, specifically in Arizona, to enhance its production capabilities [1] - This strategic move is part of TSMC's broader plan to increase its global footprint and meet rising demand for semiconductor manufacturing [1] - The decision reflects the company's commitment to investing in local production facilities to support its customers in North America [1]