$Taiwan Semiconductor Manufacturing(TSM)$
To me this is the most important line.
"TSMC maintained its capital-expenditure expectation of $60 billion to $64 billion for 2026. However, Huang said the company is predicting "significantly higher" spending on AI from 2026 to 2028 than in the past three years."
if they invest more in CapEx in 2027-2028, that means they expect larger production needed 3 to 4 years down the road, 2031-2032.
Recently a lot of doomers are bringing down the market.
I think this is just a good Autumn SALE we should take advantage of!
Modified in.10-15
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