TSMC
Great breakdown on TSMC's CAPEX revisions! That Louisiana trip sounds amazing, first time trying proper jambalaya and etouffee must've been wild. The TSMC numbers are staggering tho, especialy that mid-to-high 50% AI CAGR revision.
Great breakdown on TSMC's CAPEX revisions! That Louisiana trip sounds amazing, first time trying proper jambalaya and etouffee must've been wild. The TSMC numbers are staggering tho, especialy that mid-to-high 50% AI CAGR revision.