TSMC's US$100 billion expansion: political capital or sunk cost?
[Digitimes] - 03/7/2025
TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the move serves as political capital expenditure (P-CapEx) amid the Sino-US tech war.
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