TSMC – US-China Tension Implications & 2nm Node Progress – 23 August 2021

  • Public Equity
  • TMT
  • Global


Former Department Manager at Taiwan Semiconductor Manufacturing Co Ltd (TSMC)


  • US capacity expansion plans and geopolitical tensions affecting TSMC (TWSE: 2330)
  • 2nm node R&D results interpretation with FinFET (fin field-effect transistor) architecture
  • Potential oversupply of 28nm capacity across foundries


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