--- type: "Lives" title: "Finding the \"true moat\" in the AI era: Behind TSMC's surge, the ultimate chess game of global AI deployment" locale: "en" url: "https://longbridge.com/en/lives/349197.md" parent: "https://longbridge.com/en/lives.md" status: "✅ Ended" datetime: "2026-07-20T07:00:00.000Z" locales: - [en](https://longbridge.com/en/lives/349197.md) - [zh-CN](https://longbridge.com/zh-CN/lives/349197.md) - [zh-HK](https://longbridge.com/zh-HK/lives/349197.md) --- # Finding the "true moat" in the AI era: Behind TSMC's surge, the ultimate chess game of global AI deployment > ✅ Ended | Hot Spot - **Datetime**: 2026-07-20T07:00:00.000Z - **Duration**: 1h 19m - **Host**: Live Assistant - **Bookings**: 70 - **5,566 viewers** - **Replay**: ✅ Available - **Replay URL**: [Audio](https://record.live.pbkrs.com/record/lives/0195cd63-3989-4338-9a96-cf9f65a5ebcf/2026-07-20-15-00-37_2026-07-20-16-20-26.mp4) Live Broadcast Highlights: 1. Crossing Cycles: What is the essential difference between TSMC's "steady growth" and the "super cycle" of storage giants? 2. The Next Battle in Computing Infrastructure: From "buying GPUs" to "grabbing advanced packaging" and "reducing energy consumption" 3. Ultimate Simulation: Global AI deployment enters deep waters, where will the spillover effects be in the next two years? 4. A $265 billion Super Bet: TSMC increases investment by $100 billion to expand its U.S. factory, who is the biggest winner in this game? ## Related Stocks - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [HYNX.US](https://longbridge.com/en/quote/HYNX.US.md) - [ASML.US](https://longbridge.com/en/quote/ASML.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [7709.HK](https://longbridge.com/en/quote/7709.HK.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [SKDD.US](https://longbridge.com/en/quote/SKDD.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [SNXX.US](https://longbridge.com/en/quote/SNXX.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) ## Meeting Summary ## User Discussion - **Jingshu** (2026-07-21T03:23:41.000Z): 分享了直播 - **Taco77 Nio** (2026-07-20T19:27:42.000Z): 分享了直播 - **www2028** (2026-07-20T16:04:59.000Z): 关注了主播 - **Jackson_** (2026-07-20T15:39:30.000Z): 關注了主播 - **davidrobot** (2026-07-20T14:40:22.000Z): 关注了主播 - **wmm10201618** (2026-07-20T14:35:46.000Z): 分享了直播 - **录音的基本原理** (2026-07-20T14:11:00.000Z): 关注了主播 - **BiubiuGo** (2026-07-20T13:35:52.000Z): 分享了直播 - **BiubiuGo** (2026-07-20T13:35:44.000Z): 分享了直播 - ***烟火声*** (2026-07-20T12:56:55.000Z): 分享了直播 - ***烟火声*** (2026-07-20T12:56:46.000Z): 分享了直播 - ***烟火声*** (2026-07-20T12:56:42.000Z): 分享了直播 - ***烟火声*** (2026-07-20T12:56:31.000Z): 分享了直播 - **andyOvO** (2026-07-20T12:32:00.000Z): 分享了直播 - **初音ミク** (2026-07-20T11:44:32.000Z): 分享了直播 - **2KLZ** (2026-07-20T11:42:49.000Z): 分享了直播 - **vaaanlan** (2026-07-20T11:00:54.000Z): 分享了直播 - **vaaanlan** (2026-07-20T11:00:44.000Z): 分享了直播 - **晓风 morning_wind** (2026-07-20T10:59:12.000Z): 分享了直播 - **晓风 morning_wind** (2026-07-20T10:52:12.000Z): 分享了直播 - **MGBF-L** (2026-07-20T10:40:37.000Z): 关注了主播 - **晓风 morning_wind** (2026-07-20T10:37:22.000Z): 分享了直播 - **子尤1003** (2026-07-20T10:28:15.000Z): 关注了主播 - **小R老板** (2026-07-20T09:56:51.000Z): 分享了直播 - **Neo Rex** (2026-07-20T09:42:51.000Z): 分享了直播 - **agrass** (2026-07-20T09:09:15.000Z): 关注了主播 - **长桥挺好的** (2026-07-20T08:54:05.000Z): 分享了直播 - **小小进步者** (2026-07-20T08:41:46.000Z): 分享了直播 - **一口吃不成大胖子** (2026-07-20T08:32:12.000Z): 关注了主播 - **Clement/** (2026-07-20T08:26:26.000Z): 分享了直播