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]

Group 1 - TSMC's construction progress at the Dresden factory in Germany is proceeding smoothly [1]

Group 1 - TSMC is set to implement more advanced technology in its fifth and sixth fabs located in Arizona [1]

Core Viewpoint - TSMC (Taiwan Semiconductor Manufacturing Company) expects a revenue growth of approximately 30% in 2025 when calculated in USD, an increase from the previous estimate of nearly 20% in the mid-range [1] Group 1 - TSMC's revenue growth forecast for 2025 has been significantly revised upward from nearly 20% to about 30% [1]

台积电(TSM.N)：正致力于加快在亚利桑那州的产能提升。 ...

台积电(TSM.N)：第三季度新台币升值将压缩我们的毛利率。 ...

台积电(TSM.N)：在下半年，到目前为止还没有看到客户行为的任何变化，关税存在风险和不确定性。 ...