Branch Evelyn Yu Presenters: We hosted Wendell Huang (CFO) and Jeff Su (Head of Investor Relations) from TSMC (2330.TW) during the annual GS Communacopia + Technology Conference held on September 8-11 in San Francisco. Bottom line: Discussions were centered on 1) advanced node peak capacity higher than before driven by smartphone/HPC demand, 2) N3/N5 capacity continue to grow via capacity conversion with tool commonality being 90% or higher, 3) advanced packaging is expected to grow faster than corporate av ...