Unclestocknotes(@Unclestocknotes):$AMD reportedly seeks more 2027 capacity from TSMC, HBM suppliers and Foxconn. No volumes disclosed. AI bottlenecks support upstream pricing power. $TSM $ASX $AMKR $AMAT $LRCX and $KLAC Booking ahead signals demand. Track firm orders and double-booking risk before counting the growth.

Unclestocknotes

@Unclestocknotes

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Unclestocknotes@Unclestocknotes

2026.10.08 01:50

$AMD reportedly seeks more 2027 capacity from TSMC, HBM suppliers and Foxconn. No volumes disclosed. AI bottlenecks support upstream pricing power. $TSM $ASX $AMKR $AMAT $LRCX and $KLAC Booking ahead signals demand. Track firm orders and double-booking risk before counting the growth.