Ryan Leung 梁興盛, CFA(@RYANHINGSHING):“On the ABF substrate side alone, Liwei is hearing that customers have already put down deposits to secure capacity through 2032. Do you seriously think Taiwan’s suppliers would expand without customers putting money on the table first?” Taiwan’s suppliers understand both the present and future demand from CSPs, and CSPs understand the present and future demand for AI adoption. They see strong demand for the next few years, but Ryan don’t want to stop the market from FUD because you can always buy stocks at a much cheaper price😉

2026.10.17 07:07

“On the ABF substrate side alone, Liwei is hearing that customers have already put down deposits to secure capacity through 2032. Do you seriously think Taiwan’s suppliers would expand without customers putting money on the table first?” Taiwan’s suppliers understand both the present and future demand from CSPs, and CSPs understand the present and future demand for AI adoption. They see strong demand for the next few years, but Ryan don’t want to stop the market from FUD because you can always buy stocks at a much cheaper price😉

LIWEI_TW Capital@LIWEI_TWCapital

2026.10.17 04:10

$TSM doesn’t build fabs on a whim. We’ve weathered semiconductor cycle after cycle, and TSMC is still standing. On the ABF substrate side alone, Liwei is hearing that customers have already put down deposits to secure capacity through 2032. Do you seriously think Taiwan’s suppliers would expand without customers putting money on the table first? We in Taiwan have a stronger survival instinct than most. We know what’s at stake. So stop fantasizing about the AI bubble bursting. As long as customers still have the cash and are willing to put it down to fight for capacity, this bubble isn’t bursting. $INTC $MRVL $FORM $ASX $AEHR $AMAT