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TSMC’s AI Bet Backfires? | Raleigh News
ASML and TSMC both boosted AI-driven sales forecasts, yet markets reacted oppositely—TSMC’s stock dipped despite record revenue, thanks to a massive $60B–$64B spending surge in 2026 and a $265B U.S. chip investment, signaling long-term bets over short-term gains. With agentic AI expanding demand beyond specialized chips, Nvidia, Broadcom, and AMD may all benefit—but investors must now watch if TSMC’s cash flow can keep up with its capital spending to sustain value. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:advertise@thednn.ai This…
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