I recently increased my position in Taiwan Semiconductor Manufacturing Company Limited after the company announced plans to mass-produce advanced 3-nanometre chips in Kumamoto, Japan. These cutting-edge chips, crucial for HPC and AI servers, will also be produced at TSM’s second Arizona fab next year. CEO C.C. Wei emphasized that this expansion supports local economic growth and strengthens Japan’s AI ecosystem. With AI adoption accelerating globally, TSM’s technological leadership and strategic expansion position it to outperform peers, making this an opportune moment to increase exposure to its growth trajectory
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 346.73 0 | -1.99% Holding |
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