$Taiwan Semiconductor(TSM.US) Making a separate post to explain why I think it's rising: After the agent, the overall focus of AI chips has become more decentralized and diversified. Mobile, Apple, CPU, AMD, ARM, various ASICs, and HBM are becoming more balanced in terms of weight. On one hand, this has led to a broad-based rise; on the other hand, TSMC's production capacity is facing increasingly diverse demands from customers, all of which are urgent. Although TSMC has expanded capacity, after several months of transmission by the agent, the most critical bottleneck has finally reached the manufacturing and packaging stage. The demand for capacity is urgent, and it's not just NVDA dominating the market. What to do? Raise prices!