---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41159458.md"
description: "$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!"
datetime: "2026-05-27T11:29:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41159458.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41159458.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41159458.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $Taiwan Semiconductor(TSM.US) Making a separate po…


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## Comments (10)

- **赏金猎人-蜗牛 · 2026-05-28T23:30:11.000Z**: Will that ASE Technology Holding Co., Ltd. surge?
- **睇远滴&价值 · 2026-05-27T12:38:22.000Z**: Already increased by 10-20%
- **暂时停止 · 2026-05-27T12:34:46.000Z**: Clear logic
- **qwq · 2026-05-27T11:36:18.000Z · 👍 1**: tsmc 除了地缘政治风险，想不到其他风险
  - **frAnk** (2026-05-27T11:46:07.000Z): There's no political risk either, he doesn't dare.
  - **永久持有有定价权资产** (2026-05-28T14:58:05.000Z): It's the perfect time to add positions when geopolitical risks emerge. The country still needs time and won't undermine the hard-won peace.
- **媳妇说不要买末日期权 · 2026-05-27T11:34:24.000Z · 👍 1**: Bro, analyze Google for us, it's been in a sideways trend for a long time.
  - **爱吃菠萝包的猫** (2026-05-27T12:04:47.000Z): "It's been consolidating for a long time recently," bro, two of these three words of yours are contradictory.
  - **Jovial** (2026-05-27T12:40:49.000Z): Recently, it's been a long time of watching energy storage stocks rise, and then relativity makes it seem even longer.
- **石来运转 · 2026-05-27T11:32:02.000Z**: Awesome, when did it reach 1M, bro