Overview

• TSMC secures $10.26 billion for new fabs in Japan and Arizona.
• The company aims to upgrade to 2nm technology in Arizona to support AI growth.
• TSMC holds a dominant 62% share of the global foundry market.
• Nvidia and AMD are key clients, booking TSMC's 3nm process to full capacity through 2026.
• TSMC stock has surged over 70% in the last year due to AI-driven demand.