Analysis: Taiwan Semiconductor Manufacturing Company Limited
US:TSM
Why is Taiwan Semiconductor Manufacturing Company Limited stock rising?
Additional $100 billion Arizona expansion for 2nm-and-below logic fabs and advanced packaging
FY2026 revenue growth guidance raised to slightly above 40%
2026 CapEx raised to $60 billion-$64 billion for advanced nodes and packaging
Three additional 3nm fabs planned in Taiwan, Arizona, and Japan through 2028
A14 pre-production in 2027 and volume production in 2028
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