I added to my TSM position after NVIDIA CEO Jensen Huang’s Taiwan visit signaled urgent demand for advanced chips and potential upside to TSMC’s 3nm capacity. Reports suggest TSMC may lift output by 20k wafers per month, pushing long-term capacity toward 160k–170k wafers, well above prior estimates. While this implies higher capex of $5–7 billion, it reinforces TSMC’s leadership in AI supply chains. The shift in bottlenecks to front-end wafer production and ABF substrates further highlights sustained, structural demand.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 295.78 0 | +0.06% Holding |
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- BillyWilliams·12-05 23:10Solid move! TSMC's 3nm lead is unmatched. Capex hike worth it for AI dominance. [强]LikeReport