---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000794144.md"
description: "quick reminder that $Taiwan Semiconductor(TSM.US) reports Thursday and it's the one to watch after this memory mess. the three things that matter: gross margin direction (pricing power the memory guys just proved they lack), CoWoS advanced packaging capacity (the real bottleneck for shipping more AI GPUs), and full-year capex guidance. raise the guide and the AI demand debate is settled. i'm long and holding through it."
datetime: "2026-07-14T06:03:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000794144.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000794144.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000794144.md)
author: "[Ethan1](https://longbridge.com/en/profiles/24568761.md)"
generator: "portal-rs"
---

# quick reminder that $Taiwan Semiconductor(TSM.US) …


### Related Stocks

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

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