NVIDIA$Taiwan Semiconductor(TSM.US)
I see TSMC fast-tracking its new “Mega Fab” in Southern Taiwan as a major signal. With environmental clearance secured, they’re aiming for a 2028 launch to meet the AI megatrend.
With a $56B CapEx planned for 2026, I believe TSMC continues to prove it’s the heart of the global supply chain. Any volatility from macro headlines looks like a buying opportunity to me, with a $500 long-term target.
@Bridge Buzz SG
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