Ryan Wang 🇹🇼(@ryanwang):Let’s recap what CC Wei said: “To verify whether AI demand is real, TSMC has even sent teams to the United States to inspect data center construction progress and power supply conditions on the ground.” They have conducted extensive fieldwork, much like @SemiAnalysis_ . How can anyone view them as reckless or uninformed?

Ryan Wang 🇹🇼

@ryanwang

“The most likely outcome is an age of Amazing Abundance, where anyone can have anything they can think of.” by Elon Musk This is also the future I want.

参加 May 2018

2K フォロー中 2.6K ファン

Ryan Wang 🇹🇼@ryanwang

2026.10.17 07:26

Let’s recap what CC Wei said: “To verify whether AI demand is real, TSMC has even sent teams to the United States to inspect data center construction progress and power supply conditions on the ground.” They have conducted extensive fieldwork, much like @SemiAnalysis_ . How can anyone view them as reckless or uninformed?