Germany & TSMC

Germany: TSMC's fab construction in Germany is progressing on schedule, aiming to provide various nanometer technologies.

TSMC: TSMC raised its global semiconductor market forecast to $1.5 trillion by 2030, driven by AI and high-performance computing. It is expanding capacity globally, including in Arizona, Japan, and Germany, to meet this demand.

Germany: Germany is a host nation for TSMC's TSMC, which is still under construction and incurring losses. Germany also provided subsidies for TSMC's investments.

TSMC: TSMC's subsidiaries in Japan and the US have turned profitable, indicating successful global expansion and strong demand for its advanced chip processes, especially driven by AI. This positively impacts TSMC's financial performance and market position.

Germany: Germany has signaled conditional readiness to participate in potential mine-clearing operations in the Strait of Hormuz, outlining strict preconditions for deployment.

TSMC: TSMC reported a record first-quarter net profit of US$18 billion, indicating strong demand for artificial intelligence.