TSMC's Global Manufacturing Update: 1. US: Arizona fab entered high-volume production in Q4 2024, using advanced process technology comparable to Taiwan fabs. Plans for second and third fabs in Arizona on track, utilizing more advanced technologies like N2 and A16. 2. Japan: First specialty fab in Kumamoto started volume production in late 2024. Construction of second fab to begin this year. 3. Europe: Progressing with plans to build specialty fab in Germany for automotive and industrial applications. 4. Taiwan: Expanding 3nm capacity in Tainan, preparing for 2nm fabs in Hsinchu and Kaohsiung_老虎社区_美港股上老虎

TSMC's Global Manufacturing Update: 1. US: Arizona fab entered high-volume production in Q4 2024, using advanced process technology comparable to Taiwan fabs. Plans for second and third fabs in Arizona on track, utilizing more advanced technologies like N2 and A16. 2. Japan: First specialty fab in Kumamoto started volume production in late 2024. Construction of second fab to begin this year. 3. Europe: Progressing with plans to build specialty fab in Germany for automotive and industrial applications. 4. Taiwan: Expanding 3nm capacity in Tainan, preparing for 2nm fabs in Hsinchu and Kaohsiung

Earnings Call2025-01-16

TSMC's Global Manufacturing Update:
1. US: Arizona fab entered high-volume production in Q4 2024, using advanced process technology comparable to Taiwan fabs. Plans for second and third fabs in Arizona on track, utilizing more advanced technologies like N2 and A16.
2. Japan: First specialty fab in Kumamoto started volume production in late 2024. Construction of second fab to begin this year.
3. Europe: Progressing with plans to build specialty fab in Germany for automotive and industrial applications.
4. Taiwan: Expanding 3nm capacity in Tainan, preparing for 2nm fabs in Hsinchu and Kaohsiung, and expanding advanced packaging facilities.
5. Strategy: Aiming to be the most efficient and cost-effective manufacturer in each region while supporting customer growth.

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