Likes ReceivedThanks everyone for bringing TSM up 😋 (although it should have risen anyway hahahaha, this TSM420 pullback is also expected and very healthy)
$Taiwan Semiconductor(TSM.US) Today's M4 earnings report implications for TSM:
1. AMZN, MSFT, and GOOG all mentioned capacity constraints simultaneously.
2. NVDA GPUs, GOOG TPUs, AMZN Trainium, and MSFT Maia 200 all run on TSM's process technology.
3. Both META and MSFT explicitly stated component price increases, confirming upstream pricing power.
4. AMZN self-disclosed its chip business as top three globally, with an equivalent scale of $50B — this incremental capacity is also at TSM.
5. The combined Capex of the three companies is moving towards $570-580B in 2026, and even higher in 2027.
Remain bullish; regardless of who wins, TSM benefits.
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