Taiwan Semiconductor is strategically reducing its mature-node capacity at Fab14 by 15-20% by 2028 to focus resources on advanced packaging and high-growth technologies.
- Overseas fabs in Japan and Europe, along with affiliate VIS, are expected to absorb the shifted demand, supporting the company's projected $52-56 billion 2026 capital expenditure.
- Despite a $65 billion investment in Arizona, experts note that US expansion will likely be limited to less than 15% of advanced processes by 2029.
- The stock is trading slightly higher in pre-market at $328.75 (+0.42%).