Photon Capital(@PhotonCap):Conclusion of the $TSM's DRAM manufacturing is here - $TSM clarifies it has no plans to enter DRAM manufacturing business - Company reaffirms strategic focus on foundry services as core business > $TSM clarifies market speculation by reaffirming its commitment to foundry services rather than competing in memory chips, reducing uncertainty about capital allocation and competitive positioning. > This statement helps investors understand the company's disciplined capital deployment strategy focused on its core competency.

Photon Capital

@PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

Joined April 2025

2.2K Following 69.9K Followers

Photon Capital@PhotonCap

2026.11.08 07:18

Conclusion of the $TSM's DRAM manufacturing is here - $TSM clarifies it has no plans to enter DRAM manufacturing business - Company reaffirms strategic focus on foundry services as core business > $TSM clarifies market speculation by reaffirming its commitment to foundry services rather than competing in memory chips, reducing uncertainty about capital allocation and competitive positioning. > This statement helps investors understand the company's disciplined capital deployment strategy focused on its core competency.