Global Semiconductor Expansion, AI Infrastructure Breakthroughs, and Geopolitical Supply Chain Reshuffling 1️⃣ TSMC’s Global 3nm Expansion: Meeting Insatiable AI Demand TSMC Chairman C.C. Wei delivered a strong signal of confidence during the recent earnings call. To meet surging AI demand, TSMC is breaking its traditional "build-to-target" model and launching a multi-national capacity surge: • Global Footprint: 3nm production is scaling up in Tainan, Taiwan (2027), Arizona,