$NVDA $AMD $TSM - TSM CHIP TOOL NEEDS NEARLY DOUBLE AS AI DEMAND SURGES TSMC says its estimate for quarterly chipmaking-equipment purchases is now ~1.9x what it projected in December as it races to add capacity for AI demand. ▶️ The company is currently building and outfitting about 20 factories globally, versus a typical pace of just 4-5 at once, while also dealing with a shortage of experienced construction workers in Taiwan. ▶️ TSMC says customers including NVIDIA and AMD continue raising orders, and despite expanding at 4-5x its normal pace, it still can’t fully meet demand.

Abstracts of TSMC, ASML Earnings Notes TSMC (TSM) D/G to Hold, Taking the High Road in AI Cycle * Earnings & Guide: While TSMC’s Q2 earnings were inline (margin slightly below bulls), the company raised its full-year rev and capex. * The key highlight was taking the high road in margin management (by not to be aggressive in pricing), geo-expansion (by further capex investment in Arizona) and backend flexibility (by supporting customers’ backend at EMIB). * As said in our preview note on July 7, TSMC’s capex acceleration began in 2025, 1.5–2 years after the AI cycle took off, implying that share loss or demand overflow to competitors; that said, to catch up in capex in 2026-2027; together with prudent pricing, TSMC could be one of the few AI semi companies that won’t see margin expansion in coming quarters. This will lead to lower valuation multiple. ASML Earnings, Guidance Raised * Q2: ASML delivered a strong beat, with Q2 revenue of €9.3 billion and a 54% gross margin, exceeding guidance. * Guidance Raised: The company raised its full-year 2026 revenue outlook to €43–45 billion (from the previous €36–40 billion range). * Growth Drivers: Robust demand from both logic and memory customers. * Capacity Expansion: ASML announced plans to increase capacity by ~30% annually for both its EUV and DUV immersion systems through 2027, with potential further expansion in 2028. Stay positive #AI# #ASML# #TSM# #TSMC#

AI doesn’t clock out. Neither should your access to the AI trade. Trade tokenized NVDA, TSM, INTC, MRVL and more 24/7 from your Wallet, with no brokerage account and full self-custody. Start exploring:

36 tokenized stocks, now usable as collateral on Lista. ETFs: SPY, QQQ AI & chips: NVDA, AVGO, TSM, ARM Mega-cap tech: MSFT, GOOGL, META Crypto: COIN, MSTR, HOOD Borrow against any of them at negative rates, as low as -18%. Our bStock campaign continues for 3 more weeks!

many people worry about hynix adr issuing/creation lockup. 1st i don’t see krx doesn’t allow this adr creation. Skm and 017670 premium discount only about 1%. So there is no regulation barriers like tsm and 2330. Usually adr creation will be opened in weeks unless it is written in S1 for longer specified days or forever.

Here are the most active Leverage Shares ETFs this week in the stock market 2x Long United Healthcare $UNHG 2x Long CoreWeave $CRWG 2x Long AMD $AMDG 2x Long Nebius $NBIG 2x Long USAR $USGG 2x Long ARM $ARMG 2x Long Broadcom $AVGG 2x Long Circle $CRCG 2x Long Robinhood $HOOG 2x Long TSM $TSMG