TSM plans to manufacture advanced 3-nanometer (3nm) chips in Japan , upgrading its original blueprint for that location which was focused on less-advanced 7nm technology. This aligns with the company's broader strategy to widen its manufacturing footprint beyond Taiwan to navigate global trade uncertainties and China-related risks. Management attributed the strength to solid demand for leading-edge process technologies, and expects this momentum to continue into fiscal Q1 2026, reinforcing my confidence in TSM’s long-term growth trajectory.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 345.64 0 | +1.26% Holding |
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