Weekly Recap: 72.5%—75% global foundry share and 12" EUV photomask shift

Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TWSE:2330) is leveraging dominant foundry share and fully booked 5nm—3nm capacity to guide Q3 revenue toward $44.6B—$45.8B on AI demand, while planning 12"/High—NA EUV moves and weighing siting and tariff risks amid rising supplier investm…