The "AI bull market narrative" expands again! TSMC (TSM.US) partners with Sony (SONY.US) to bet on the "AI Eye"

According to a joint statement, Sony will become one of the major shareholders and establish a production line in its newly built large-scale wafer plant in Kumamoto Prefecture. Both parties hope to use the joint venture company to combine Sony’s experience in sensor design with TSMC’s unique advantages in advanced chip manufacturing processes, further enhancing image sensor performance.