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TSMC Strengthens Foundry Share as Next-Gen ASML Tech Plan Advances

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TSMC holds a 72.5% share of the global foundry market and plans to roll out next-generation chipmaking technology with ASML starting in 2030 to meet rising AI demand. Its Arizona operations are shifting from margin drag to profit, aided by strong demand and capacity limits expected through 2027, supporting TSMC’s outlook despite recent margin pressures.

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