---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42724422.md"
description: "$Taiwan Semiconductor(TSM.US)If even TSMC is increasing capital expenditures, will the end demand drop?Business and profitability are both fine.It turns out that before each earnings report, the pre-market price action jumps, double whammy.Maybe today will have a reverse script, opening low and closing high. 🤣For the long term, just lie down and don't look."
datetime: "2026-07-16T13:25:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42724422.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42724422.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42724422.md)
author: "[保持平和](https://longbridge.com/en/profiles/14619895.md)"
---

# $Taiwan Semiconductor(TSM.US)If even TSMC is incre…


### Related Stocks

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

## Comments (10)

- **保持平和 · 2026-07-16T14:36:01.000Z**: The recent reason for the market sell-off is that computing power demand has peaked.AI hardware is a cyclical stock, and the current moment is the peak of expectations.$Taiwan Semiconductor(TSM.US), being upstream in the entire industry, can still increase capital expenditure at present, and ASML is
- **古潭大鳄 · 2026-07-16T13:46:44.000Z**: Don't understand, increasing capital expenditure should be good for ASML.
  - **保持平和** (2026-07-16T14:25:17.000Z): You need to look at the entire industry chain, not just a single company.
- **龙宝 · 2026-07-16T13:44:28.000Z**: Why do you say that? Isn't TSMC still part of the upstream? Similar to memory storage, downstream can also breach contracts even after signing them.
  - **保持平和** (2026-07-16T14:26:48.000Z): If we follow your logic, then he can also tear up ASML.
- **Fly_天使焦 · 2026-07-16T13:44:03.000Z**: When to make a move, Brother Pinghe?
- **美赌莎 · 2026-07-16T13:41:31.000Z**: Bought the call at 4:15 last night, and seeing Xiao Gu come in today made my head spin.
- **cheerego · 2026-07-16T13:34:37.000Z**: Thought it could reach 38x, a bit awkward
- **add · 2026-07-16T13:27:17.000Z**: Hope so. Just lie still and wait until it's above 450 before considering selling in batches 👍🏻
- **跟顾神反着买 · 2026-07-16T13:27:10.000Z · 👍 1**: I want it to crash, so I can bottom-fish. Old man cuts hardware.