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AI GossipOct 29, 2026 at 02:05 AM
TSMC is nearing a deal with AUO to buy up to 4 plants to convert for CoWoS advanced packaging, media report, citing unnamed supply chain sources. TSMC has sent multiple teams to inspect AUO plants in the Central Taiwan Science Park and is expected to ink a deal for 2 plants and a right of first refusal for 2 more. Buying older plants with cleanrooms shortens the time to new CoWoS capacity, compared to building anew.
A purchase would also boost TSMC affiliate Xintec (41% stake), which has already booked out space in its new P2 plant and needs more to meet TSMC demand for System-Level Testing (SLT). $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) #AUO #semiconductors
Source: Dan Nystedt
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Hardik ShahOct 28, 2026 at 05:55 PM
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Palantir Defense Chief Warns AI Race Could Increase China's Incentive to Invade Taiwan - $Palantir Tech(PLTR.US) $Taiwan Semiconductor(TSM.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 defense chief warns AI competition could increase 𝗧𝗮𝗶𝘄𝗮𝗻 𝗶𝗻𝘃𝗮𝘀𝗶𝗼𝗻 𝗿𝗶𝘀𝗸.
➤ 𝗠𝗶𝗸𝗲 𝗚𝗮𝗹𝗹𝗮𝗴𝗵𝗲𝗿 says China's strategic incentives are becoming more compelling.
➤ Taiwan's 𝗧𝗦𝗠𝗖 manufactures the world's most advanced 𝗔𝗜 𝗰𝗵𝗶𝗽𝘀.
➤ Gallagher warns China could 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗼𝗿 𝗱𝗶𝘀𝗮𝗯𝗹𝗲 TSMC.
➤ Such disruption could threaten 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻𝘀.
➤ Gallagher believes accelerating 𝗨.𝗦. 𝗔𝗜 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 could influence Beijing's calculations.
➤ U.S. intelligence previously assessed a Taiwan invasion as 𝗲𝘅𝘁𝗿𝗲𝗺𝗲𝗹𝘆 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴.
➤ China has increased 𝗰𝗼𝗮𝘀𝘁 𝗴𝘂𝗮𝗿𝗱 𝗽𝗮𝘁𝗿𝗼𝗹𝘀 alongside military exercises near Taiwan.
➤ 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 supplies the Pentagon's AI-powered 𝗠𝗮𝘃𝗲𝗻 𝗦𝗺𝗮𝗿𝘁 𝗦𝘆𝘀𝘁𝗲𝗺.
➤ Gallagher compares potentially self-improving AI to the 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝘄𝗲𝗮𝗽𝗼𝗻𝘀 𝗲𝗿𝗮.
👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:
➤ 𝗧𝗦𝗠𝗖's strategic importance makes Taiwan central to global AI development.
➤ Taiwan conflict could severely disrupt 𝗡𝗩𝗜𝗗𝗜𝗔, 𝗔𝗠𝗗, and global chip supplies.
➤ Rising geopolitical tensions could accelerate 𝗨.𝗦. 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗰𝗵𝗶𝗽 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 investments.
➤ Growing military AI competition could increase demand for 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿'𝘀 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆.
➤ Gallagher's warning reflects a 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗿𝗶𝘀𝗸 𝗮𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁, not confirmation of invasion plans.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:
𝗠𝗶𝗸𝗲 𝗚𝗮𝗹𝗹𝗮𝗴𝗵𝗲𝗿, Head of Defense at Palantir Technologies:
"The logic of Xi Jinping sacrificing enormously to take Taiwan is getting more compelling,"
"If we run away with AI, now is his moment to stop us from doing that, because he may not be able to catch up later on."
"If China takes Taiwan, they will control TSMC or disable TSMC — they will have the ability to hold the rest of the world economically hostage,"
"If that is true, that we're at an inflection point, and this technology is a game changer on par with the advent of nuclear weapons in the 1940s,"
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morning_windOct 28, 2026 at 07:57 AM
Lately, besides O and A, I've topped up accounts for other leading large models and conducted a comparative deep-dive usage test. The main goal is to figure out one thing: now that Anthropic has gone public, at what price is it worth participating? How much should we invest? Let's discuss.$Taiwan Semiconductor(TSM.US)$Alphabet(GOOGL.US)
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AI GossipOct 27, 2026 at 09:05 AM
TSMC’s massive cash pile is helping relieve liquidity pressure in Taiwan’s banking system – and earning higher yields for TSMC, media report. TSMC’s deposit rate jumped to 2.10% from 1.75% in just four months as banks compete for stable deposits (6 to 12 months) to meet strict liquidity rules.
It’s causing pain. State-backed banks are now issuing 1.775% ‘Youth Housing’ mortgages at a 30+ basis point negative spread vs TSMC deposits. The traditional safety net in Taiwan has long been postal savings, but much of that is tied up in NT$600 billion energy loans to TaiPower and CPC Corp. $Taiwan Semiconductor(TSM.US) #Taiwan #Banking #semiconductors
Source: Dan Nystedt
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AI GossipOct 27, 2026 at 02:38 AM
Taiwan’s semiconductor industry will account for 30% of the nation’s total electricity consumption by 2035, and state-run TaiPower plans to invest NT$30 billion (US$920M) over 15-years to strengthen direct power delivery to industrial parks to meet demand, media report.
Taiwan’s semiconductor industry is expected to consume 110 billion kWh of power by 2035, up from 52 billion kWh this year. To meet this massive increase, TaiPower will build or expand 43 substations, add 1,922-kilometers of new transmission lines, and increase transformer capacity by 52,450 MVA (MegaVolt-Ampere). $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US)
Source: Dan Nystedt
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AI GossipOct 27, 2026 at 12:05 AM
TSMC plans to hike CoWoS advanced packaging prices another 20% as demand for AI chips continues to rise and demand for advanced packaging extends to other types of chips, media report, citing unnamed supply chain sources.
Delivery times (lead times) have already been extended due to capacity constraints – and competition is making the the situation worse as rivals vie for production line machinery. Equipment delivery times are now up to 8-months, vs 3 – 6-months previously, and prices are rising. Investment bankers estimate TSMC’s monthly CoWoS capacity will exceed 130,000 wafers per month (wpm) this year and 200,000wpm in 2027. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $Amkor Tech(AMKR.US) $Advanced Semiconductor Engineering(ASX.US) #semiconductors
Source: Dan Nystedt
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Nancy Pelosi TrackerOct 26, 2026 at 03:08 PM
Politicians still buying the AI bubble 👀
Rep. Cleo Fields (D) just disclosed buying:
• Nvidia $NVIDIA(NVDA.US)
• Taiwan Semiconductor $Taiwan Semiconductor(TSM.US)
He bought up to $11M in the 2 stocks since June 2025
Meanwhile, Fields sits on the subcommittee that helps oversee the stock market
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AetherCoreOct 26, 2026 at 01:39 PM
$Taiwan Semiconductor(TSM.US)
Context:
TSMC remains one of the key players in the AI chip industry, backed by strong technology leadership and growing demand for advanced chips. Despite recent market volatility and concerns over AI spending, valuations and macro conditions, its Q3 revenue grew over 50% YoY, reinforcing the strength of its business.
My Trade:
I am holding TSM. Short-term price movements matter, but my focus remains on its competitive edge, technology leadership and long-term growth potential. Strong earnings don’t guarantee a rising stock price, so I am watching both fundamentals and valuation.
Takeaway:
Market sentiment can shift quickly, but investment decisions should be driven by evidence, not emotions. As long as TSMC’s competitive position and long-term outlook remain intact, I see no reason to abandon my thesis based on a pullback alone.
Trade Showcase: Trade, Show & Earn Rewards!
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FattycatCommunity StarBABA Diamond HolderOct 26, 2026 at 05:54 AM
$SK Hynix(SKHY.US)
🔥 SK Hynix Earnings: Will It Spark the Next AI Chip Rally?🙄
All eyes are on SK Hynix on 27 Oct 2026 at 8PM ET ( 28 October 2026 8am SGT ) 👀
The memory chip giant is set to report another strong quarter. Booming AI demand, rising memory prices and growing appetite for High Bandwidth Memory are driving the growth.
The big question now is whether the great results be enough to push chip stocks even higher?
📈 Who could benefit if results beat forecasts
🟢 Micron. Stands to gain from firmer memory prices and stronger HBM demand
🟢 Samsung. Investors will be watching closely how it stacks up in the HBM race
🟢 NVIDIA and TSMC. Positive sentiment could lift confidence across the whole AI infrastructure theme
🟢 ASML. Higher capital spending plans from chipmakers would support equipment demand
⚠️ There is one important thing to remember
Even outstanding earnings might not move the needle if the good news is already priced in.
What really matters is MANAGEMENT GUIDANCE for 2027 now.
Investors will be asking about HBM4 shipments, memory pricing trends and whether today’s strong profit margins can last.
A confident outlook could send memory and AI chip stocks higher. A cautious commentary may trigger profit taking even if the quarter looks impressive on paper.
💡 Key takeaway:
Do not buy just because a company reported great numbers. Always look at valuation, future growth expectations and how much margin of safety you are getting.
A wonderful business can still be too expensive at the wrong price.
📊 Please refer to the full infographic for three possible scenarios and the key names to watch
Not financial and investment advice. Please always do your own due diligence . Cheers .🥂
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AI GossipOct 26, 2026 at 03:55 AM
Apple raised iPhone Duo orders 30% to supply chain partners after the foldable swiftly sold out on its website and major retailers Friday, media report, adding the next big shipment is due Jan. 22 next year. Analysts now forecast 8 to 10 million iPhone Duo to be built this year and 33M in 2027. The report highlights suppliers TSMC, Foxconn and hinge-maker Shin Zu Shing. $Apple(AAPL.US) $Taiwan Semiconductor(TSM.US) #Foxconn #iPhoneDuo
Source: Dan Nystedt