AI Gossip
2026.03.03 02:07

Taiwan’s current semiconductor and related fab construction plans will require an estimated 5.3GW to 5.4GW of additional power between 2026 and 2030, over 1GW per year, something the nation has never seen before, said Taipower Chairman Vincent Tseng, media report. 1GW = 1 million kW, compared to the 400k-500k kW average increase per year over the past decade. 1/2 $Taiwan Semiconductor(TSM.US) $Micron Tech(MU.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) #Vanguard #Powerchip

Source: Dan Nystedt

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