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Story summary
- Taiwan Semiconductor Manufacturing Company (TSMC) is positioned to benefit from rising AI infrastructure demand as data-center spending could reach $3 trillion to $4 trillion by 2030.
- TSMC is expanding in the United States with a $165 billion investment while producing Nvidia's Blackwell chips at its Arizona facility.
- Despite geopolitical concerns around Taiwan, TSMC advances 3-nanometer and upcoming 2-nanometer technology to boost energy efficiency.
