---
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: "2026-07-20T07:00:00Z"
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)
generator: "portal-rs"
---

# Finding the "true moat" in the AI era: Behind TSMC's surge, the ultimate chess game of global AI deployment

> ✅ Ended | Hot Spot

- **Datetime**: 2026-07-20T07:00:00Z
- **Duration**: 4789s
- **Host**: Live Assistant
- **Bookings**: 7
- **5684 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?

## Meeting Summary


























































































































































































































































































































































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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**