TSM260116C350000.US

Continue selling hardware calls. $Taiwan Semiconductor(TSM.US)

The interesting part isn't that Intel wants foundry customers, everyone knew that. It's that TSMC's own bottleneck is what's forcing the conversation, not Intel's sales pitch. When your biggest rival's capacity constraint becomes your marketing department, that's a different kind of opportunity than usual.

Curious how much of this "exploring EMIB-T" talk from Broadcom and MediaTek is a real design win versus just leverage to negotiate better CoWoS pricing and priority with TSMC. Companies float alternative suppliers all the time without switching.

Chip Diplomacy: Taiwan ally Guatemala has tapped TSMC to manufacture its first nanometer-level chip, the El Gran Jaguar, a 65nm chip designed for research and educational purposes by students and faculty from the Universidad del Valle de Guatemala (UVG), media report.

Source: Dan Nystedt

TSMC has sped up the pace of fab building 5x the historical pace and has 13 under construction in Taiwan and another 5 to 6 in progress overseas – nearly 20 in all, but still cannot meet demand, said Co-COO Cliff Hou, media report, naming construction workers as a key bottleneck. Also, TSMC’s demand for equipment has nearly doubled since the end of last year – a pace equipment suppliers cannot keep up with. $ASML(ASML.US) $Applied Materials(AMAT.US) $Taiwan Semiconductor(TSM.US) #semiconductors

Source: Dan Nystedt

$Alphabet(GOOGL.US)$Taiwan Semiconductor(TSM.US) continuing to discuss AI progress and impressions:

(1) LLMs have continued to develop rapidly over the past quarter. On one hand, we see technology diffusing quickly; DeepSeek no longer seems as dazzling. Domestic models like Hunyuan, K3, and GLM 5.3 have made significant progress, giving the impression that they've firmly crossed the kill line and secured their spot on the boat. Meanwhile, OpenAI and Anthropic continue to make substantial strides in coding and beyond with Fable 5.1 this week and the imminent release of 6.0. From the frontier, both OpenAI and Anthropic, along with China's Zhipu, are advancing RSI (where an increasing proportion of AI drives its own evolution, maintaining acceleration).

(2) The main issue with LLMs currently is that coding penetration is very high, essentially a solved problem. Current AI advancements are primarily driven by strong reliability and utility in other domains. However, I suspect it will take time to incubate the scenarios and users who can truly find valuable problems to solve with AI. Among those around me who max out their subscription plans and still complain about not having enough, they are mostly programmers. Other types of users seem unable to unlock the latest AI advancements, due to both the need for exploration and adaptation, and the gradual alignment required in workflow organization and environments.

(3) In capital markets, I believe the poor market performance since August is mainly due to significant uncertainty in the US dollar macro environment and tightening liquidity. Stocks with high elasticity earlier are now experiencing greater volatility, affecting holding experience. I don't know how this will play out or if major issues will arise. But I believe that once the current situation passes, everything will return.

$Taiwan Semiconductor(TSM.US)

Dell soars from raised guidance in latest earnings. What does this mean? Everything points back to heightened demand from chip sector. Now we wait for AVGO!

Beat the expectations and it should rise in it’s valuation.

I’m going to say it will land around $388 for all that it’s worth 😉

But Mr Market could be fickle and I am hopeful.

Hoping for positive run

I have many of this on hand. To the moon. $500 again !