Dovey "Rug the fiat" Wan (hiring)(@DoveyWan):TSMC might hold off a worst ai bubble until 2028, at least we wont have chips flood the market till then Beijing demands using Huawei's over Nvidia (4 Huawei 950 ≈ 1 GB300), but still its capacity is far from enough to feed local Chinese model cos and hyperscalers

Dovey "Rug the fiat" Wan (hiring)

@DoveyWan

🇨🇳🇺🇸🇸🇬🇯🇵 Founder of @primitivecrypto Thesis: Long substance, short status; Long freedom, short coercion. @DoveyWanCN for 中文 @DoveyAgeX for max health

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Dovey "Rug the fiat" Wan (hiring)@DoveyWan

2026.07.30 13:10

TSMC might hold off a worst ai bubble until 2028, at least we wont have chips flood the market till then Beijing demands using Huawei's over Nvidia (4 Huawei 950 ≈ 1 GB300), but still its capacity is far from enough to feed local Chinese model cos and hyperscalers