---
title: "[🔥 Prize Interaction] Where is the \"true moat\" in the AI era? Behind TSMC's surge lies a global chess game!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42790137.md"
description: "With a stellar earnings report, a 77% surge in net profit, and total US investment ramping up to $265 billion—TSMC is telling the market with real money: the AI poker game has begun, and the chips are already on the table. When "buying GPUs" is no longer the only ticket to entry, advanced packaging, energy consumption, and storage take turns on stage. Who is digging a true moat, and who is just spinning tales? This time, the live stream host invites a heavyweight guest who "votes with real money" to deduce the ultimate chessboard of global AI deployment with everyone..."
datetime: "2026-07-19T11:21:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42790137.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42790137.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42790137.md)
author: "[直播君](https://longbridge.com/en/profiles/3749227.md)"
---

# [🔥 Prize Interaction] Where is the "true moat" in the AI era? Behind TSMC's surge lies a global chess game!

_Explosive earnings report, net profit surging by 77%, and total investment in the US ramped up to $26.5 billion — TSMC is telling the market with real money that the AI poker game has begun, and the chips are already on the table._

When "buying GPUs" is no longer the only ticket to entry, advanced packaging, energy consumption, and storage take turns on stage. Who is digging a true moat, and who is just telling stories?  
  
This time, the live stream host invites a heavyweight guest who "votes with real money" to deduce the ultimate chessboard of global AI deployment together.

## 📺 Live Stream Info

Live Stream Time: July 20 (Monday) 15:00–16:00

🎙️ Invited Guest: @Xiaofeng morning\_wind

> A dual-certified investor ranking in the top 1% for both asset scale and yield in the Longbridge community, with over 30,000 followers. A tech industry practitioner and StockPro holder for TSMC and Google, he recently shifted some of his Google positions to TSMC — He said: "In the hardware sector, we're making money right now."

🎤 Host: @Shuo Caijing  
Live Stream Link: [Finding the "True Moat" in the AI Era: Behind TSMC's Surge, the Ultimate Chessboard of Global AI Deployment](https://longbridge.cn/lives/349197?channel=SH000001&invite-code=8ARL3I&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-CN&share_track_id=ec4d6d6f-923a-45f9-acf7-cdf5ae25150e)

## 🔥 Sneak Peek at Key Points

1\. Crossing Cycles: What is the essential difference between TSMC's "steady growth" and the storage giant's "super cycle"?

2\. The Next Battle in Computing Infrastructure: From "buying GPUs" to "snatching advanced packaging" and "reducing energy consumption," the battlefield is shifting.

3\. Ultimate Deduction: As global AI deployment enters deep waters, where will the spillover effects flow in the next two years?

4\. The $26.5 Billion Super Gamble: TSMC adds $10 billion to expand its US factory. Who is the biggest winner in this game?

## 🎁 Prize Interaction Rules

Benefit 1 | **Forward & Reserve Prize:**  
Forward this post + reserve the live stream, then reply with a screenshot in the comments section to receive **188 Task Coins!**  
  
Benefit 2 | **Brilliant Question Prize:**  
Write down the question you most want to ask Xiaofeng in the comments (e.g., Can I still get on board with TSMC now? Which cycle is more attractive, storage or foundry?). High-quality questions will win **a 10 HKD stock cash coupon!**

Reward Distribution: Distributed within 15 working days after the live stream ends

See you in the live stream at 3 PM on July 20! Let's find the real "moat" of the AI era. 🎉🎉🎉

$Taiwan Semiconductor(TSM.US) $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) $ASML(ASML.US) $Amazon(AMZN.US) $Microsoft(MSFT.US)  

⚠️ _This live stream is provided by LBTHK!_ The live stream is for viewpoint exchange and does not constitute any investment advice. Related content is for reference only. Please make independent investment decisions based on your actual situation.

### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)

## Comments (15)

- **順勢投資 · 2026-07-20T14:37:20.000Z**: Is TSMC a better long-term investment than storage stocks?
- **新用戶_IRlgUQ · 2026-07-20T05:54:49.000Z**: Watch the live stream together when you're free.
- **美股笔记 · 2026-07-20T05:53:38.000Z**: Looking forward to the boss's explanation
  - **美股笔记** (2026-07-20T06:55:07.000Z): I have a question for you, teacher. Many people in the market now hype HBM (High Bandwidth Memory) as the "TSMC of the storage industry," believing it can break the traditional supply-demand c
- **与光同尘啦 · 2026-07-20T05:38:49.000Z**: Mainland China has also been continuously developing and producing its own chips, which will likely have a significant impact on TSMC's revenue in the future.
- **Frank34516 · 2026-07-20T04:44:59.000Z**: Teacher Xiaofeng, how can we protect our gains in a bull market? Do you have any good strategies?
- **Anscii · 2026-07-20T04:23:41.000Z**: Scheduled! I'd like to ask: If the monetization of AI software in the next 1-2 years falls short of expectations, tech giants cut capital expenditures, and TSMC expands production in the US at high costs, will this drag down its future profits? How should we evaluate the cost premium of building fac
- **我要擦皮鞋 · 2026-07-20T02:57:07.000Z · 👍 1**: "Forwarded + scheduled, waiting for the 3 PM live stream! By the way, is it a good time to jump into this AI rally now to make a profit or just catch a falling knife? Please explain, Teacher Xiaofeng!" @Live Stream Host
- **我要擦皮鞋 · 2026-07-20T02:49:52.000Z · 👍 1**: Everyone is scrambling for GPUs right now, but we haven't seen any real profitability on the application side yet. I just want to ask, has this AI rally already overdrawed two years of future earnings? Is it time to feast or to catch a falling knife by entering now?@Live Streamer
- **华尔街之猪 · 2026-07-20T01:18:51.000Z**: $Brewers(IN00287.US)@*Smoke and Fire Sounds*
  - ***烟火声*** (2026-07-20T01:45:49.000Z): 🤔？
- **眼科主理人（笑发财） · 2026-07-20T00:14:55.000Z**: Question: At the earnings call, TSM said it would add $100 billion to invest in the Arizona factory. Essentially, this further reduces geopolitical risk and locks in orders from US AI giants. However, the comprehensive cost of building factories in the US is 3.5–4 times that of Taiwan. Supply chain 
- **眼科主理人（笑发财） · 2026-07-19T23:51:42.000Z**: Already booked, recently observing TSM for some reference
- **奉壹 · 2026-07-19T22:12:28.000Z · 👍 3**: I have 3 questions to ask, actually it's two, the first and second are basically the same.1. In previous interviews, you mentioned a heavy position in TSMC, calling it a "de facto monopoly" that is irreplaceable; but you also worry that US factory construction + supporting Intel will bring &
- ***烟火声* · 2026-07-19T13:08:47.000Z**: Welcome, welcome