台湾半导体:台积电乘超级人工智能周期与先进制程节点需求热潮;成熟制程或逐步向UMC和VIS溢出-Taiwan SeTaiwan Semiconductors_ TSMC Riding on Super AI Cycle & Overwhelming Advanced Node Demand; Trailing Edge May Gradually Overflow to UMC and VIS
2025-09-29 03:06
A c t i o n | 25 Sep 2025 09:04:47 ET │ 26 pages Taiwan Semiconductors TSMC Riding on Super AI Cycle & Overwhelming Advanced Node Demand; Trailing Edge May Gradually Overflow to UMC and VIS CITI'S TAKE Driven by promising demand on leading edge advanced node and AI demand, we believe TSMC will reallocate more of its RD resources and capacity to the most advanced node and advanced packaging. TSMC previously already announced to sell some trailing edge WFE to VIS for VIS' Singapore fab expansion from 130nm to ...