aog T(@Taog_1575):If political factors lead to another slowdown in the AI hardware market, this will be a good news for TSMC to catch up the chip demand and close the “not TSMC” market.

2026.11.05 13:36

If political factors lead to another slowdown in the AI hardware market, this will be a good news for TSMC to catch up the chip demand and close the “not TSMC” market.

aog T@Taog_1575

2026.11.03 23:34

If AI capital start to be flat from 2028, then the foundry with most capacity and PPA lead (and more importantly, PPACs lead) will win. Those customer who decide to pick up 2nd wafer source will flow back XD So let’s pray for another big engine for AI capital growth to appear, like edge AI and robot. 😆