TSMC just raised guidance—what it means for AI investors

The world's largest chipmaker sees something massive coming...

Hello there,

Taiwan Semiconductor Manufacturing Company just delivered what may be this week’s most significant market signal.

The world’s largest contract chipmaker raised full-year revenue guidance to mid-30% growth while reaffirming $42 billion in capital expenditure—and the implications for AI infrastructure are enormous. Access full story here.

-Christopher

P.S. TSMC’s buildout essentially guarantees equipment suppliers will maintain high utilization rates through 2027, creating secondary plays most investors haven’t identified yet. You really need to read this before it’s too late.