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Direct link to TSMC's advanced-node demand; media coverage of MediaTek's AI-enabled chip implies ongoing, price-relevant demand for premium processes, potentially boosting utilization and pricing power for TSMC in the near term.
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MediaTek announced a new premium smartphone chip produced on TSMC's most advanced manufacturing technology, to enable more AI features on-device. The move signals ongoing demand for leading-edge foundry capacity and could lift near-term utilization and pricing for TSMC's advanced nodes as AI features proliferate in high-end phones.
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