TSMC’s rumored return to Longtan in north Taiwan to build advanced packaging plants prompted state-run Taipower to say it is reviewing all ways it can support the move, including refurbishing the nearby Datan Power Plant or adding new capacity there. Taipower GM Kuo said his firm understands the power needs of AI data centers and semiconductor giants like TSMC, and that power supplies remain secure through 2030 based on its current plans. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) #semiconductors
Source: Dan Nystedt
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