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TSMC is scheduled to conduct an institutional investor briefing on the 15th, during which its 2027 capital expenditure blueprint, advancements in cutting-edge process and packaging technologies, and the strategy for setting up a factory in the U.S. are expected to be the main topics of interest. Industry experts highlight that, propelled by the AI craze, TSMC is witnessing robust demand for its state-of-the-art processes and packaging solutions. The company is rumored to be considering the launch of a second facility in Texas, with projections indicating a rise in capital expenditures over the forthcoming three-year period. Additionally, the market is keeping a keen eye on TSMC's potential chip price modifications in the coming year, along with its strategic layouts for advanced process nodes and packaging.
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