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    Yu Jang Lai

    Senior Analyst specializing in equity research at Macquarie Group Limited

    Yu Jang Lai is a Senior Analyst specializing in equity research at Macquarie Group Limited, with a focus on the transportation and logistics sectors. He covers major companies including A.P. Moller-Maersk, Hapag-Lloyd, and COSCO Shipping, and is recognized for his comprehensive industry insights and timely investment recommendations. Lai began his career in finance over a decade ago and has held roles at prominent financial institutions before joining Macquarie, steadily building a reputation for thorough research and sector expertise. He holds necessary industry credentials and regulatory licenses, reflecting his commitment to professional excellence and compliance in financial analysis.

    Yu Jang Lai's questions to TAIWAN SEMICONDUCTOR MANUFACTURING CO (TSM) leadership

    Yu Jang Lai's questions to TAIWAN SEMICONDUCTOR MANUFACTURING CO (TSM) leadership • Q2 2024

    Question

    Arthur Lai from Macquarie inquired about the system-level impact of TSMC's Super Power Rail (SPR) technology, asking about total power savings for data centers and the 'more you buy, the more you save' value proposition. He also asked about the primary bottlenecks for expanding A16 capacity.

    Answer

    CEO C.C. Wei agreed that using TSMC's leading-edge wafers saves customers money, especially on power. He explained that while a 20% chip-level power saving from SPR doesn't translate directly to a 20% system-level saving, it is a significant reduction, driving aggressive customer adoption of N2. For A16 capacity expansion, Wei cited the usual key requirements: land, electricity, and talented people.

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