Bloodprice
07-15 13:36
Moderately bullish, but not chasing blindly on TSMC. AI chip demand still looks stronger than supply, and TSMC remains the key bottleneck for advanced nodes and CoWoS packaging. I think guidance matters more than the headline beat. If management confirms strong AI demand into 2027, I expect a positive move. My July 16 closing price guess: US$442.
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