TAIPEI (Taiwan News) -- TSMC is set to brief investors next week with a focus on its advanced chip progress and global expansion.

Analysts expect the briefing on Friday to address five key issues, starting with whether TSMC will revise its full-year US dollar revenue growth target of 30% after its quarterly results, per CNA.

The second focus will be on 2 nm process development, which could enter mass production as early as Q4. Apple, Nvidia, and MediaTek are among the main clients, with AI chip demand expected to accelerate capacity growth.

TSMC is expanding its 2 nm operations in Hsinchu's Baoshan and Kaohsiung. Its third Arizona fab will also produce 2 nm and A16 chips and is expected to contribute about 30% of future advanced process output.

The third topic will cover global investment and tariffs, including TSMC's take on US-China trade tensions and how it balances production between Taiwan and the US.

Investors will also be watching for comments on Intel. Following recent investments in Intel by the US government, SoftBank, and Nvidia, speculation is growing about potential cooperation between the two chip giants.

Lastly, the briefing will likely touch on the global AI boom. OpenAI recently launched an NT$3.06 trillion (US$100 billion) partnership with Nvidia to build a supercomputing center, while AMD secured a long-term AI chip supply deal with OpenAI.

The chipmaker reported September revenue of NT$330.98 billion, down 1.4% month-on-month but up 31.4% from a year earlier, its third-highest ever. Q3 revenue hit NT$989.9 billion, up 6% from Q2 and above forecasts thanks to strong exchange rates.