TSMC's expansion plans in the US will result in higher wafer prices due to higher Capex, only 12% of capacity in the US by 2030. Supply security is important, but cost is a factor for customers.
What is covered in the Full Insight:
Introduction to TSMC's US Investment
Cost Differences: US vs Taiwan
Investment Timeline and Uncertainties
Impact on Semiconductor Manufacturing
Global Customer Dependencies
SUMMARY
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