Category: Chips
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TW-01 on TSMC Arizona Project
TW-01 on TSMC’s Arizona Project! “TSMC’s U.S. investment is best understood as strategic hedging—a way to maintain relevance in U.S. industrial policy while ensuring TSMC’s survival in multiple geopolitical scenarios.” Muhammet Ali Zurnacı: TSMC’s Arizona project, with a $165 billion investment, will see 30% of its most advanced chips produced across six Phoenix plants once…