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TSMC shares decline despite earnings beat, signaling investor caution on AI infrastructure spending
InfoMoney·TW · US·1 day ago
TSMC is significantly scaling its US manufacturing footprint, committing $100 billion in new capital expenditure to meet surging demand for AI-related semiconductors. This move represents a major acceleration of the company's US-based production strategy, though the specific timeline and facility distribution remain subject to further operational details.
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