According to @stocktalkweekly, TSMC Arizona has sent hundreds of engineers to Taiwan ahead of schedule to begin 2nm and 3nm process training, citing a same-day report from Taiwan’s Liberty Times as the source. source: @stocktalkweekly; Liberty Times This acceleration aligns with TSMC’s publicly stated roadmap that targets N3 expansion and N2 (2nm) volume production in 2025, indicating preparation to scale leading-edge capacity. source: TSMC Technology Symposium materials; TSMC investor communications (2023–2024) For supply-chain exposure, Amkor (AMKR) previously announced a new advanced packaging and test facility in Arizona to support chips produced at the nearby TSMC fab, and Apple disclosed it will utilize Amkor’s Arizona site for advanced packaging of Apple silicon built at TSMC Arizona—linking TSMC Arizona progress to AMKR’s back-end volumes. source: Amkor press release (Oct 2023); Apple Newsroom (Dec 2023) Crypto relevance: leading-node ramp improves performance-per-watt for compute, a dynamic TSMC highlights for N3/N2, and efficiency gains in ASIC hardware are a key cost driver for Bitcoin mining as reflected in manufacturers’ published J/TH specs—so traders in digital-asset mining and AI-infrastructure themes monitor such node and packaging milestones. source: TSMC process briefs (N3/N2 perf/W); Bitmain and MicroBT product specifications

According to @stocktalkweekly, Nvidia stated on its earnings call that it will continue working with Foxconn, Wistron, and Amkor AMKR to grow its U.S. presence over the next four years, source: @stocktalkweekly on X. The quote identifies named manufacturing and packaging partners and sets a concrete four-year U.S. expansion timeline that equity traders in NVDA and AMKR can track for supply-chain and capacity developments, source: @stocktalkweekly on X.