Today (3rd), TSMC held its shareholders meeting, presided over solo by Wei Zhe-jia for the first time and announced a dividend of 5 NTD. Key topics included responses to the US-China trade war and the potential establishment of factories in the Middle East. However, TSMC has remained silent regarding market rumors, not providing any official comments.

The company is currently focused on its existing expansion plans. The Middle East offers advantages in land, capital, and energy but lacks talent in the semiconductor industry, which may require reliance on foreign labor and technology transfer in the future.

Additionally, NVIDIA has recently partnered with Saudi Arabia's Public Investment Fund to invest in building an AI factory, deploying a substantial number of advanced GPUs to boost the regional computing ecosystem. Despite NVIDIA securing significant orders in the Middle East, the necessity for TSMC to establish a factory there remains uncertain, dependent on market demand.