📊Executive Summary

Yuanta Securities hosted a Taiwan Semiconductor Investment Day aimed at institutional investors, focusing on the evolving semiconductor landscape in Taiwan and Korea. The event highlighted TSMC's pivotal role in the global semiconductor supply chain, discussing its production strategy changes and the anticipated demand for AI and high-performance computing (HPC). The insights shared by local analysts are expected to enhance investment opportunities and strengthen collaboration between Taiwanese and Korean semiconductor sectors. This event underscores the importance of TSMC in shaping future semiconductor trends and investment strategies....