Analysis: Hyperscaler Investment Binge Continues

2 Min Read February 9, 2026

TSMC expands 3nm manufacturing in Japan as Kumamoto mass production supports AI and HPC demand, alongside Industry Performance Data insights.

TSMC announced plans to start mass production of advanced 3 nm chips at its Kumamoto, Japan facility, investing about $17 billion to diversify manufacturing beyond Taiwan and support rising demand for AI and high-performance semiconductors. This report accompanies the Industry Performance Data Table.

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