Goldentiger
01-13

Tsmc share to rocket $350[Miser]  [Cool]  

TSMC Defies Macro Risk: AI Demand Still Outrunning Supply?
TSMC plans record capex of $52–56B in 2026, up as much as 37% YoY, to expand capacity as AI chip demand surges. Even so, advanced-node supply is expected to lag demand for years, potentially opening room for rivals like Intel and Samsung Electronics. Despite broad equity weakness driven by macro risk on Tuesday, TSMC rose again, extending post-earnings strength. With record capex planned, can TSMC maintain pricing power despite rising investment intensity? If advanced-node shortages persist, will Intel or Samsung meaningfully gain share?
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