$Taiwan Semiconductor(TSM.US) reported that due to the limited 4nm capacity at TSMC's Arizona wafer fab, there has been a queue for capacity as customer orders surge. To offset the high costs of production in the U.S., TSMC is rumored to plan a 30% increase in foundry quotes, which is expected to further reduce the risk of losses at its U.S. wafer plant.
According to supply chain information, TSMC's main customers at its U.S. wafer plant currently include: Apple, AMD, and NVIDIA among other American manufacturers.
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Very intriguing.
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