TSMC Arizona's expansion could reach 12 fabs as the Taiwan giant expands in the US and slows projects in Japan and Germany, media report, as US demand for AI data center related chips keeps rising, while that of automotive chips (Japan, Germany fabs) remains weak. $Taiwan Semiconductor(TSM.US) $Applied Materials(AMAT.US) $KLA(KLAC.US) $Lam Research(LRCX.US) $MKS(MKSI.US) $Veeco Instruments(VECO.US) #Arizona #semiconductors #semiconductor
Source: Dan Nystedt
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