TSM (more) Tsmc: we have strong conviction in AI megatrend - CAPEX in next three years will be more significantly higher than past three yea

TSM (more) Tsmc: we have strong conviction in AI megatrend - CAPEX in next three years will be more significantly higher than past three years - Arizona investment schedule will depend on market situation - 'many' fabs in Arizona, maybe an additional four more to be built - We also have government support - Most important thing is technology, maufacturing, customer Trust - Packaging capacity is tight - Working very hard to shorten Gap between demand and capcity for advanced packaging - Checking to make sure our chips do not end up in inventory - Up to 2030 demand will be very strong, trend so robust - AI industry is going to impact all industry - Not concerned about customer concentration - A lot of new players in the AI industry - No firm scheduled for new U.S. investment - Working hard to narrow Gap between supply and demand - Next few years will be very good business for tsmc - Tools' price being impacted by inflation - Power management ic is in shortage