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TSMC's US$100 billion expansion: political capital or sunk cost?

Staff reporter, Taipei; Vyra Wu, DIGITIMES Asia Friday 7 March 2025 0

Credit: DIGITIMES

TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the move serves as "political capital expenditure" (P-CapEx) amid the Sino-US...

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