$Taiwan Semiconductor Manufacturing(TSM)$ $Microsoft(MSFT)$ Good news for TSM: Microsoft’s FY25 Capex to rise a stunning 75% to $55.7 billion, according to IBD. MSFT's CEO and CFO stated on their earnings call that strong “demand signals” justify the ongoing spending to capitalize and set the framework for growing out and monetizing AI related services.
No matter how you slice it, this is positive backdrop for TSMC for obvious reasons. I have not seen this type of capital outlay on servers/GPUS/CPUS/memory/data centers since the early days of "Cloud Computing."
This is a multi-year transformative, paradigm shift. First it was Cloud. Now AI.
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