TSMC shares climbed 7.12% over the past week as investors focused on booming demand for AI processors and rising analyst optimism ahead of its April 16 earnings report. This follows TSMC's decision, confirmed on April 4, 2026, to upgrade its second Kumamoto facility in Japan to cutting-edge 3nm technology. This upgrade for the Japan Advanced Semiconductor Manufacturing (JASM) plant will provide a planned monthly capacity of 15,000 12-inch wafers at the 3nm node, with mass production expected to begin in 2028. This move highlights a reorientation of semiconductor manufacturing around geopolitical alliances. Earlier in April, TSMC, along with Micron, was noted for its strong position in the AI chip market. The global semiconductor sector experiences significant pressure from soaring demand and production limitations, leading to supply-demand imbalances that strengthen pricing authority for key players. Worldwide semiconductor sales reached $82.54 billion in January 2026, marking a 46.1% increase compared to the previous year.
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