$Taiwan Semiconductor Manufact

Supply chain, AVGO says they will sell $60B-$90B of high end (AI) chips from 2025-27. They get these from TSM and that's just one customer. Soon we will hear ASML saying that their backlog of EUV machines is growing rapidly due to TSMC capital expenditure plans and all the semi equipment stocks that have been decimated (LRCX, AMAT, KLAC) will soar.

I can smell the next semi up-cycle coming in 2025-27.

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KienBoon
2024-12-13
KienBoon
AI chipa will be in huge demand indeed. Good news.

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They get these from TSM and that's just one customer. Soon we will hear ASML saying that their backlog of EUV machines is growing rapidly due to TSMC capital expenditure plans and all the semi equipment stocks that have been decimated (LRCX, AMAT, KLAC) will soar.I can smell the next semi up-cycle coming in 2025-27.<img src=\"https://community-static.tradeup.com/news/adc099f5910071b86dab6939d5e7503f\" tg-width=\"1135\" tg-height=\"1200\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v>Supply chain, AVGO says they will sell $60B-$90B of high end (AI) chips from 2025-27. They get these from TSM and that's just one customer. 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