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Chip giant TSMC expected to announce $100B investment in US

1. TSMC plans a $100 billion investment for US semiconductor operations. 2. The investment aims at advanced semiconductor manufacturing facilities over four years. 3. TSMC previously invested $65 billion in its Arizona facility. 4. They received $6.6 billion in grants from the CHIPS Act to support operations. 5. TSMC seeks to enhance the technology sector with innovation and growth.

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FAQ

Why Very Bullish?

A $100 billion investment significantly boosts TSMC's competitive standing, echoing historical investments like Intel's in the past that led to strong market reactions.

How important is it?

The article details a significant investment that can reshape TSMC's operational capacity, directly impacting supply chains and overall market performance.

Why Long Term?

The infrastructure investment will increase production capacity, impacting TSMC's market position for years, similar to past events like its ramp-up in capacity in Taiwan affecting future revenues.

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