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𝛼SKTaiwan Tech Weekly: TSMC’s Arizona Surprise - 2nm by 2026?; Signs of Hyperscaler Growth Acceleration
637 Views04 Aug 2025 11:03
TSMC may start producing 2nm chips in the U.S. sooner due to high demand, hyperscalers see revenue growth and increased capex, Taiwan's battery industry could become strategic anchor for U.S..
What is covered in the Full Insight:
- TSMC's 2nm Production in Arizona
- Hyperscalers' Growth and Capex
- Taiwan's Battery Cell Manufacturing
- UMC's 3Q25 Guidance
- ASE's Performance and Strategy
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Full Insight
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