$Micron Technology(MU)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ Semi stocks are down recently, apparently because Michael Burry took a sizable short position on the SOXX. However, he's been wrong on several calls in the past. A quick search shows, for example, in 2019 he warned index funds were the "next subprime," comparing them to the CDOs behind the 2008 crash. Index funds went on to deliver strong long-term returns instead, and that call hasn't aged well. He's also flagged "imminent" crashes at various points like 2015, 2017, and 2019, which didn't play out as predicted in the near term. He's even acknowledged on his own platform
$Micron Technology(MU)$ If you're looking to catch the next wave, here are some names to consider. Micron can't produce its advanced memory chips entirely on its own. There are companies further down the supply chain that tend to move when memory demand picks up. $Taiwan Semiconductor Manufacturing(TSM)$ makes the foundational layer for the chip stacks. $Amkor Technology(AMKR)$ and $ASE Technology(ASX)$ handle the advanced packaging that turns raw stacks into finished parts. Adeia $Adeia(ADEA)$ licenses the bonding technology that allows stacks to get ta
$Taiwan Semiconductor Manufacturing(TSM)$ Maybe the portfolio rebalancing selling pressure will ease soon. TSMC is more critical than all the HBM producers; without its chips, HBMs are junk.
$Micron Technology(MU)$ CEO Sanjay Mehrotra recently noted that humanoid robots carry 10 times the memory of an average L2+ vehicle. He expects a sustained, substantial multi-decade memory demand cycle to begin in the latter part of this decade.
$Taiwan Semiconductor Manufacturing(TSM)$ The wafers used by Micron and other memory chip companies come from TSMC, and they need a lot of them. I think it could reach $700 within the next year.
$Taiwan Semiconductor Manufacturing(TSM)$ I think you're mistaken. There's actually a lot to be excited about. After the MU report, anyone still arguing that the AI trade is a bubble just seems like a hater. And TSM is in the middle of the biggest wealth creation opportunity, probably ever.
$Taiwan Semiconductor Manufacturing(TSM)$ Not many people know this, but TSMC is working very hard on quantum computing in Taiwan. I know some researchers there. In my judgment, TSMC might be a much bigger play after five years.
$Taiwan Semiconductor Manufacturing(TSM)$ Reportedly raising foundry prices by 5–10% on advanced nodes (7nm and below). These nodes drive about 75% of its wafer revenue. Strong pricing power from the world's most crucial foundry indicates AI demand remains robust.
$Taiwan Semiconductor Manufacturing(TSM)$ TSMC Ordinary set all-time intraday and closing highs of NT$2,510 on 6/22/2026, with huge volume coming in at the close to secure the NT$2,510 closing price.