Apple and other big companies want to make smarter computers and phones that can think and learn by themselves. To do this, they need special tiny parts called chips that are made by a company in Taiwan. This company is very busy making these chips because many people want them. They are trying to make even better chips for the future. Read from source...

1. The title of the article is misleading and sensationalist. It implies that Apple and Nvidia have secured their future with Taiwan Semi's advanced chips, while in reality, they are just among many other customers and competitors who rely on TSMC's chip production capabilities. A more accurate title could be "Apple, Nvidia, and Other Tech Giants Benefit from Taiwan Semi's Advanced Chips as AI Demand Soars".
2. The article does not provide any concrete evidence or data to support the claim that demand for AI chips is soaring. It simply states this fact without explaining how it was determined, what factors are driving it, and what implications it has for the industry and the market. A more rigorous analysis would require a deeper dive into the sources and trends of AI chip demand, as well as the challenges and opportunities faced by TSMC and its competitors.
3. The article focuses too much on the technical aspects of TSMC's 3nm chip production process, without addressing the broader business and social implications of AI technology. It mentions that N3E targets AI accelerators, high-end smartphones, and data centers, but does not explain how these products or services contribute to the development or deployment of AI applications, what benefits they provide to users or society, and what ethical or legal issues they raise.
4. The article fails to acknowledge the potential risks and threats that TSMC and its customers face from the intense competition in the chip industry, especially from rival foundries like Samsung, Intel, and IBM, as well as from the increasing scrutiny and regulation of AI technology by governments and institutions. It also ignores the possibility of technological disruptions or innovations that could render TSMC's 3nm process obsolete or less competitive in the future.
5. The article ends with a vague statement about TSMC's plans to expand its geographical presence, without providing any details on how, where, when, and why it intends to do so. It also does not consider the implications of such expansion for TSMC's environmental, social, and governance (ESG) performance, or for its relations with other stakeholders in the global chip supply chain.

Positive

Key points from the article:
- Apple, Nvidia, and other tech giants have secured their future with Taiwan Semi's advanced chips as AI demand soars.
- TSMC's 3nm chip production process is fully booked until 2026 due to the AI frenzy.
- TSMC is innovating further in advanced manufacturing and has started mass production of N3E and will launch N3P later this year.
- TSMC plans to increase its 3nm wafer production capacity by converting some 5nm equipment.
- TSMC stock is trading higher on Thursday.
- TSMC is expanding its geographical presence beyond Asia.