TSMC will have 12 or more chip fabs/advanced packaging plants under construction in Taiwan next year due to strong demand for 2nm manufacturing amid a “massive explosion in demand for AI chips,” media report, adding TSMC will have to expand 3nm production lines as well because capacity is so tight and demand so strong – and after Nvidia CEO Jensen Huang asked for more. 1/2 $TSM $NVDA $ASML $AMAT $TOELY $LRCX $KLAC #Semiconductors