BRIEF-TSMC: May Build Four More Fabs In Arizona

- Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:

  • TSMC: WE HAVE STRONG CONVICTION IN AI MEGATREND

  • TSMC: CAPEX IN NEXT THREE YEARS WILL BE MORE SIGNIFICANTLY HIGHER THAN PAST THREE YEARS

  • TSMC: ARIZONA INVESTMENT SCHEDULE WILL DEPEND ON MARKET SITUATION

  • TSMC: 'MANY' FABS IN ARIZONA, MAYBE AN ADDITIONAL FOUR MORE TO BE BUILT

  • TSMC: WE ALSO HAVE GOVERNMENT SUPPORT

  • TSMC: MOST IMPORTANT THING IS TECHNOLOGY, MAUFACTURING, CUSTOMER TRUST

  • TSMC: PACKAGING CAPACITY IS TIGHT

  • TSMC: WORKING VERY HARD TO SHORTEN GAP BETWEEN DEMAND AND CAPCITY FOR ADVANCED PACKAGING

  • TSMC: CHECKING TO MAKE SURE OUR CHIPS DO NOT END UP IN INVENTORY

  • TSMC: UP TO 2030 DEMAND WILL BE VERY STRONG, TREND SO ROBUST

  • TSMC: AI INDUSTRY IS GOING TO IMPACT ALL INDUSTRY

  • TSMC: NOT CONCERNED ABOUT CUSTOMER CONCENTRATION

  • TSMC: A LOT OF NEW PLAYERS IN THE AI INDUSTRY

  • TSMC: NO FIRM SCHEDULED FOR NEW U.S. INVESTMENT

  • TSMC: WORKING HARD TO NARROW GAP BETWEEN SUPPLY AND DEMAND

  • TSMC: NEXT FEW YEARS WILL BE VERY GOOD BUSINESS FOR TSMC

  • TSMC: TOOLS' PRICE BEING IMPACTED BY INFLATION

  • TSMC: POWER MANAGEMENT IC IS IN SHORTAGE

  • TSMC EARNINGS CALL CONCLUDES

Source text: [ID:]

Further company coverage: 2330.TW