$TSM Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when.
They are the single point of convergence for everything that matters in AI infrastructure. GPU silicon. CPU silicon. CoWoS packaging for HBM. Advanced nodes. There is no substitute and no backup plan.
The demand pressure is so acute that Apple sought a secondary, inferior alternative $INTC foundry rather than compete for TSMC capacity against AI workloads.
When your best customer gets rationed, you do not need to advertise pricing power.
You just raise prices.
This is why I own $TSM.
TSMC does not pick sides. It collects from all of them.
$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the CoWoS process. Memory and packaging are now one supply chain.
$ARM needs it because virtually every
10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim virtual environment before ever taking a real step
2. $PLTR & $ORCL turn robot fleet sensor data into operational intelligence while $PANW & $CRWD secure robot nervous system as fleets scale & attack surface grows
3. $GOOGL, $MSFT, $META & $BIDU provide foundation models that give robots ability to reason, see & act
4. $ARM, $SNPS & $CDNS design chips that power robot brains while $TSM manufactures silicon & $INTC contributes both design & fabrication capacity for edge compute
5. $AMZN, $AAPL, $XPEV & $BABA are building competing robotics ecosystems across consumer, logistics & automation applications
6. $HON & $ROK provide industrial automation & control systems that integrate robots into existing factory infrastructure at scale
7. $MP supplies the rare-earth magnets that power motors & actuators throughout the robot supply chain
8. $QCOM Dragonwing chips handle 5G connectivity & on-device AI for robot coordination while $MBLY & $AMBA provide vision & compute silicon enabling real-time perception
9. $ADI, $TXN, $ON, $STM & $OSS sit closer to physical edge of robotics from analog chips that convert sensor signals, manage power & control motors to rugged AI compute systems that process data in real time
10. $TSLA only company attempting humanoid robots at manufacturing scale with first-generation Optimus production lines being installed at Fremont right now designed for 1M robots/year & Gigafactory Texas being built out for 10M robots/year at a $20-30K target price
.@DivesTech of Wedbush Securities says he's never seen a structural software stock selloff like this in 25 years, but he's still bullish on tech stocks. He speaks on "Bloomberg The Close" bloom.bg/4cdnbCH
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