➀ Taiwan's specialty chemical sector is expected to benefit from TSMC's expansion, with local suppliers seeing increased demand for materials. ➁ Companies like Nan Pao, Sunlux, and Jie Liu Fa have already reported strong earnings, with more expected to follow. ➂ The integration into TSMC's CoWoS advanced packaging process is set to further boost these companies' profits, with estimates showing significant EPS increases for the next two years.
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