Acknowledging this vulnerability, TSMC has recently demonstrated its initiative to diversify its production capacity.

Source: https://seekingalpha.com/article/4633163-nvidia-taiwan-risks-amidst-questionable-valuation-driven-by-momentum?source=feed_all_articles

As of October 17, 2023, TSMC has a 56.4% market share in contract semiconductor manufacturing against second-place Samsung, which has an 11.7% market share.

Source: https://seekingalpha.com/article/4654520-tsmc-stock-secular-trends-market-potential-strong-buy-ahead-recovery?source=feed_all_articles

At the beginning of 2023, TSMC, the world’s largest chip maker, began construction on a second chip fabrication plant near Phoenix, Ariz. For Biden, TSMC’s two plants represented of his CHIPS Act incentive program.

Source: https://www.computerworld.com/article/3711413/why-billions-of-chips-act-dollars-have-not-been-distributed.html

Expanding our multi-die ecosystem, we received the prestigious leadership award from TSMC, OIP 2023 Partner of the Year, for developing the industry's first 3D IC design prototyping solution, supporting the new industry standard 3D blocks.

Source: https://seekingalpha.com/article/4655044-synopsys-inc-snps-q4-2023-earnings-call-transcript?source=feed_all_articles

However, TSMC is making a huge commitment to build fabs in the US (specifically Arizona), so not sure how that affects the technology ban.

Source: https://seekingalpha.com/article/4638236-ibm-collaboration-rapidus-will-likely-ignite-japans-semiconductor-industry?source=feed_all_articles

In doing so, TSMC makes two solemn oaths to its customers: TSMC will never compete against them by designing its own chips and it will never share the designs of one of its customers with another.

Source: https://www.nytimes.com/2023/04/14/opinion/china-america-relationship.html

In doing so, TSMC makes two solemn oaths to its customers: TSMC will never compete against them by designing its own chips and it will never share the designs of one of its customers with another.

Source: https://www.nytimes.com/2023/04/14/opinion/china-america-relationship.html

In May 2020, TSMC announced plans to build a $12 billion factory in Phoenix.

Source: https://www.nytimes.com/2023/02/22/technology/arizona-chips-act-semiconductor.html

In Q2 2023 (the quarter we are currently in), TSMC is guiding for revenue to be $15.2 billion to $…

Source: https://moneymorning.com/investing/is-tsmc-signaling-a-slowdown-in-the-semiconductor-market/

Khanna added that he "particularly appreciated" a meeting with Morris Chang, founder of Taiwan Semiconductor Manufacturing Company (TSMC), which is the world's largest contract chipmaker.

Source: https://www.ndtv.com/world-news/will-boost-military-ties-with-us-taiwan-president-amid-china-threat-3801444

On May 15, 2023, Berkshire Hathaway reported in a Form 13F to the U.S. Securities and Exchange Commission that it had completed the sale of its $4 billion stake in Taiwan Semiconductor Manufacturing Co (TSMC).

Source: https://www.counterpunch.org/2023/05/25/how-the-u-s-war-on-taiwanese-semiconductors-might-benefit-japan/

Table 1 summarizes my forecast for TSMC revenue growth from 2022-2024.

Source: https://seekingalpha.com/article/4568773-tsmc-top-pick-2023-dominates-samsung-electronics-intel-foundries?source=feed_all_articles

TAIPEI : Shares in Taiwan's TSMC opened 3.3 per cent lower on Wednesday after Warren Buffett's Berkshire Hathaway Inc slashed its stake in the chipmaker.

Source: https://www.channelnewsasia.com/business/tsmc-shares-fall-after-berkshire-cuts-stake-3279041?cid=cna_flip_070214

Taiwan-based TSMC is the world’s largest semiconductor manufacturer, supplying chips for Nvidia and AMD GPUs, Apple products, and most chips from Qualcomm, MediaTek, and Broadcom.

Source: https://www.digitaltrends.com/computing/nvidia-leveraging-gpus-build-2nm-smaller-chips/

Taiwanese chipmaker TSMC is planning to spend more than 1 trillion yen ($7.4 billion) to build a second chip factory in Japan, the Nikkan Kogyo newspaper reported on Friday.

Source: https://biztoc.com/x/5108c1c24ba21d66?ref=ff

The company's foundry customers, such as TSMC and Samsung, are aggressively in 3nm and 2nm technology and may require more of ASML's EUV lithography gear, which no one else provides.

Source: https://seekingalpha.com/article/4580290-asml-vs-qcom-one-has-a-more-favorable-riskreward-profile?source=feed_all_articles

The Kirin series has historically been designed by HiSilicon, and before the U.S. sanctions Huawei, worked with Taiwan's TSMC to manufacture it.

Source: https://gazette.com/news/us-world/exclusive-huawei-unit-ships-chinese-made-surveillance-chips-in-fresh-comeback-sign--sources/article_5cfac81a-5dc6-553a-b33c-1e3b53102bb3.html

TSMC has fabs in Nanjing and Shanghai, yet neither make the company’s most advanced chips.

Source: https://fortune.com/2023/10/16/how-tsmc-samsung-sk-hynix-us-waiver-china-biden-chip-war/

TSMC is making the best of a bad geopolitical situationeconomist.

Source: https://biztoc.com/x/9a1bcbc62ff8a13d?ref=ff

TSMC might start manufacturing the 3nm chips in 2026 in the United States.

Source: https://www.ibtimes.co.uk/apple-m3-macbook-air-m3-imac-launch-could-around-corner-report-1711709