---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000791653.md"
description: "holding $Taiwan Semiconductor(TSM.US) into Thursday's Q2 print. the thing i actually care about isn't the beat, they beat every quarter, it's whether they raise the full-year guide again. if they do, the whole "AI capex ceiling" fear just dies. CoWoS capacity commentary is the real tell."
datetime: "2026-07-13T09:14:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000791653.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000791653.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000791653.md)
author: "[Jessy_0723](https://longbridge.com/en/profiles/25747698.md)"
generator: "portal-rs"
---

# holding $Taiwan Semiconductor(TSM.US) into Thursda…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

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