TechNotableReported
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Foxconn Q3 sales surge 47% on AI demand, signals sustained capex cycle
Dagens IndustriLO·TW · US · CN·2 days ago
Taiwanese tech companies, led by TSMC, are accelerating overseas investments to build AI computing supply chains, with TSMC committing an additional $100 billion in the US, bringing total announced investments to $265 billion. This expansion includes four new advanced semiconductor factories, signaling a strategic shift to diversify production outside Taiwan. The move underscores the global race to secure AI infrastructure amid rising demand and geopolitical tensions.
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