Taiwan Semiconductor (TSMC) Stock: Trade Deal Fuels Massive Expansion

TLDR TSMC acquired an additional 900-acre site in Arizona after its original 1,100 acres proved too small Capital expenditures expected to surge over 30% driven by AI chip demand growth First Arizona fab now achieves yields matching Taiwan facilities with Apple as largest customer U.S.-Taiwan trade agreement caps tariffs at 15% and includes $250 billion [...]

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