📊Executive Summary

TSMC's overseas investment strategy is under scrutiny as it seeks to leverage foreign resources, particularly hydropower, to alleviate the pressures on Taiwan's infrastructure. Experts highlight the geopolitical risks that influence TSMC's expansion, particularly in the U.S., where the company faces pressure to localize production. The potential investment could reach $400 billion, indicating a significant shift in TSMC's operational strategy. This move aims to mitigate risks associated with geopolitical tensions and supply chain vulnerabilities, making it crucial for procurement teams to monitor these developments closely....