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@liwei_twcapital · Long TSM
Read asLong TSM
Since the call—
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High · 0.94Confidence
Sun, Oct 18Tweeted
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—Oct 19
LIWEI_TW Capital@LIWEI_TWCapitalForeign retail investors are completely missing one fundamental truth about leading-edge nodes: semiconductor node migration is a one-way street. So if customers have access to 2nm or 3nm, nobody is going to downgrade back to 8nm just to save a bit on wafer costs—the compute
Sirin｜供应链雷达@SupplyRadarX为什么我比较相信台积电对AI需求的判断？ 因为这家公司经历过的半导体危机，实在太多了。 2001年互联网泡沫破裂，台积电第三季度产能利用率一度跌到41%。 2008年金融海啸，资本支出同比减少26%。 2023年半导体库存调整，资本支出又从363亿美元降到304亿美元。