DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

Jingyue Hsiao, DIGITIMES Asia, Taipei Wednesday 18 February 2026 0

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke Lin, speaking on a DIGITIMES podcast.

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