$Taiwan Semiconductor(TSM.US) reports indicate that due to limited 4nm production capacity at TSMC's Arizona Fab 1, a queue for capacity has emerged as customer orders pour in. To offset the high production costs in the U.S., TSMC is rumored to plan a 30% increase in foundry pricing, which could further reduce the risk of losses at its U.S. fabs.
Supply chain information reveals that TSMC's main U.S. fab clients include American manufacturers such as Apple, AMD, and NVIDIA.
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Quite intriguing, isn't it?
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