$Taiwan Semiconductor Manufact

I made an additional investment in TSM stock following strong signals of rising demand in advanced semiconductor production. NVIDIA CEO Jensen Huang’s recent visit to TSMC highlighted exceptional strength in NVIDIA’s business and a push to secure more 3nm chip supply. Reports indicate TSMC is considering expanding 3nm wafer production by 20,000 units per month, potentially raising output to 160,000–170,000 wafers by 2026. While this may increase TSMC’s capex to $48–50 billion, it reflects robust AI-driven demand and strengthens the semiconductor supply chain, making TSM a strategic growth opportunity in the AI era.

TSM

12-05 22:49

USTaiwan Semiconductor Manufacturing

Side	Price \| Filled	Realized P&L
Buy Open	297.25 0	-0.87% Holding

Taiwan Semiconductor Manufacturing

Trade Feed: Who is your favorite trader?

Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the "hidden gem traders" that you've discovered!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

BingGibbon
12-05 23:18
BingGibbon
Solid move! TSM leading the AI chip race 🚀

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":507594149188464,"tweetId":"507594149188464","gmtCreate":1764946177233,"gmtModify":1764983094766,"author":{"id":4092890920697680,"idStr":"4092890920697680","authorId":4092890920697680,"authorIdStr":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","vip":2,"userType":2,"introduction":"Experienced Bank Audit Specialist, ACCA qualified, with 20+ years in stock, options, & futures","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.11","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.07","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":8902,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":6693,"starInvestorOrderShareNum":3619,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-54.05,"showRor":true,"investmentPhilosophy":"Focus on diversify LT growth thru strategic allocation across asset class & rigorous risk management","winRationPercentage":72.321429,"tradeVolumeEst":0},"themes":[{"themeId":"4e1ab37448a24dd39b7882426fc6fd27","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Trade Feed: Who is your favorite trader?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4e1ab37448a24dd39b7882426fc6fd27}&rnconfig={\"headerBarHidden\": true}","description":"Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the \"hidden gem traders\" that you've discovered!","image":"https://community-static.tradeup.com/news/e496e574dd744490c7b4f7959f83f5a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><p>I made an additional investment in TSM stock following strong signals of rising demand in advanced semiconductor production. NVIDIA CEO Jensen Huang’s recent visit to TSMC highlighted exceptional strength in NVIDIA’s business and a push to secure more 3nm chip supply. Reports indicate TSMC is considering expanding 3nm wafer production by 20,000 units per month, potentially raising output to 160,000–170,000 wafers by 2026. While this may increase TSMC’s capex to $48–50 billion, it reflects robust AI-driven demand and strengthens the semiconductor supply chain, making TSM a strategic growth opportunity in the AI era.</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><p>I made an additional investment in TSM stock following strong signals of rising demand in advanced semiconductor production. NVIDIA CEO Jensen Huang’s recent visit to TSMC highlighted exceptional strength in NVIDIA’s business and a push to secure more 3nm chip supply. Reports indicate TSMC is considering expanding 3nm wafer production by 20,000 units per month, potentially raising output to 160,000–170,000 wafers by 2026. While this may increase TSMC’s capex to $48–50 billion, it reflects robust AI-driven demand and strengthens the semiconductor supply chain, making TSM a strategic growth opportunity in the AI era.</p></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock following strong signals of rising demand in advanced semiconductor production. NVIDIA CEO Jensen Huang’s recent visit to TSMC highlighted exceptional strength in NVIDIA’s business and a push to secure more 3nm chip supply. Reports indicate TSMC is considering expanding 3nm wafer production by 20,000 units per month, potentially raising output to 160,000–170,000 wafers by 2026. While this may increase TSMC’s capex to $48–50 billion, it reflects robust AI-driven demand and strengthens the semiconductor supply chain, making TSM a strategic growth opportunity in the AI era.","highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/507594149188464","repostId":0,"isVote":1,"tweetType":1,"viewCount":735,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM","NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":true,"orderData":{"uuid":"4092890920697680","orderId":"41424908267163648","kind":"TRADE","symbol":"TSM","secType":"STK","symbolHtmlTag":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>","symbolHtmlTagHref":"https://ttm.financial/S/TSM","symbolName":"Taiwan Semiconductor Manufacturing","market":"US","action":"BUY","currency":"USD","symbolLogo":"https://static.tigerbbs.com/f1cacd3d90cb779978f79d7bcec2ba2f","showFilledQuantity":true,"nameCN":"Taiwan Semiconductor Manufacturing","orderType":"MKT","filledQuantityFinal":0.00336,"avgFillPrice":297.25,"createTime":1764946168,"filledQuantity":"336","filledQuantityScale":"5","openFlag":true,"side":"DEBIT","contractMajorDescription":"Taiwan Semiconductor Manufacturing","contractExtraDescription":"TSM","legs":[],"completedFlag":false,"orderPnl":{"openRealizedPnlPercent":0,"openUnrealizedPnlPercent":-0.0087},"quickOrderFlag":false},"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["订单分享帖"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":530,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":507601250738984,"commentId":"507601250738984","gmtCreate":1764947904845,"gmtModify":1764952863327,"authorId":9000000000000678,"author":{"id":9000000000000678,"idStr":"9000000000000678","authorId":9000000000000678,"name":"BingGibbon","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":507594149188464,"objectIdStr":"507594149188464","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Solid move! TSM leading the AI chip race 🚀","text":"Solid move! TSM leading the AI chip race 🚀","html":"Solid move! TSM leading the AI chip race 🚀","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/507594149188464"}