📊Executive Summary

TSMC has confirmed its interest in establishing chip factories in Japan and Germany to address the global surge in semiconductor demand. The company is currently evaluating the financial viability of these projects, which are separate from its $100 billion expansion plan in the U.S. TSMC's CEO mentioned conducting due diligence on local demand and operating costs, indicating a cautious approach to international expansion. The firm is also investing in a 3DIC research center in Japan, reflecting its commitment to revitalizing the local semiconductor industry. However, TSMC's revenue from Japan and Europe remains relatively low, posing risks for these new ventures. The European Union's initiative to enhance its semiconductor ecosystem may provide support for TSMC's plans in Germany....