People fretting over $ASML Holding NV(ASML)$ at $1,718 as if EUV machines grow on trees. $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung, $Intel(INTC)$ all need them. Revenue up 50% YoY, margins expanding to 57%. It's a monopoly, so the noise around it doesn't change much. If it dips, I'd rather add before the print.
$Tesla Motors(TSLA)$ A car company is trying to look smart with xAI and ride the semi boom along with TSM. But shorting it still seems like a bad idea.
TSMC ($Taiwan Semiconductor Manufacturing(TSM)$ ) closed the third quarter at NT$1,494.2bn based on the sum of its monthly sales, up 51% from a year ago. September came in at NT$511.9bn, 0.6% below August's record NT$514.8bn but still up 54.6% on last September. Single months are lumpy, so the quarter is the cleaner read. July and August alone nearly matched all of 3Q25. The AI build is showing up at the foundry: chips for data centers and high-end computing (TSMC's HPC platform) were already 66% of its sales last quarter, up from 60% a year earlier. Year to date, sales are NT$3,898.7bn, up 41.1%.
$Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ AMD plans to increase its chip supply in 2027 to meet growing AI demand, according to Reuters. CEO Lisa Su said the company has already been able to boost supply through 2026 and intends to increase it substantially in 2027. Su recently visited Taiwan to make sure AMD's supply chain could ramp production, and has met with Foxconn, with a meeting with TSMC also planned as part of talks with local partners.
$Taiwan Semiconductor Manufacturing(TSM)$ Honestly, it feels like another one of those confusing, all-day chop fests again. Nobody can really predict the market these days. The Trump tariff drama just keeps cycling through strike, talk, and strike again. Meanwhile, oil has been swinging up and down as well. It's not a straightforward market to navigate. I'm just trying to stay calm and not get a heart attack over all the noise. "Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." From where I stand, we're still in a bull market. It hasn't even matured into broad optimism, so some skepticism is normal.
$Taiwan Semiconductor Manufacturing(TSM)$ Now that things have settled, here's a bit of history — nothing shady, just a walkthrough. On 1/24/2025, TSMC hit an ATH at $226.40. By 3/3/2025, it had dipped into bear market territory, down 22.99% from that $226.40 top. I doubt anyone still remembers how much $226.40 was being talked about back then. By 4/8/2025, TSMC had lost 39.1% from that same intraday high. People love to say they bought the bottom at just the right time, but this is a chat board — even Buffett missed the bottom. By 5/19/2025, TSMC finally crawled out of that bear market. The point is, buying into a bear market can still hurt you pretty hard. By 6/26/2025 and 6/27/2025, TSMC hit another set of al
$Taiwan Semiconductor Manufacturing(TSM)$ Hard to make sense of this price action. TSM is now down 100 from the highs. They're the ones actually building the AI chips, so unless the market is pricing in the AI race winding down, I don't really get why it's falling this much.
$Taiwan Semiconductor Manufacturing(TSM)$ Back in February this dropped around $80. Looks like a correction, which is healthy after such a steep run-up in a short period. For anyone who's been waiting for a cheaper entry, this is a decent opportunity.