---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000801419.md"
description: "Markets hate uncertainty, not growth. TSMC raising capex to meet demand is proof the AI buildout is accelerating, not slowing. Yes margins take a hit short term, but whoever owns the most advanced capacity wins for the next 5 years. This selloff is a gift to add to AI winners."
datetime: "2026-07-17T06:32:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000801419.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000801419.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000801419.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# Markets hate uncertainty, not growth. TSMC raising…


### Related Stocks

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

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