TSMC (2330 TW): 3Q26 Preview – The Beat Is Known and Priced; Margin and the Q4 Guide Decide 15 Oct
TSMC's 3Q revenue beat is known and priced. 15 Oct turns on margin and the Q4 guide. Base case: flat-to-down on a good print. BULLISH, FV NT$3,450...
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TSMC's chief says the AI bottleneck is its factories, not the power grid
Almost every advanced AI chip, whoever designs it, is made by one company, TSMC, mostly in Taiwan. Its chief executive says those factories, not...
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Nobody makes an Nvidia B200 alone, and the weak links are measured in years
Nvidia's B200, one of the chips behind today's AI boom, is designed in California but built by dozens of companies in at least five countries.
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ANTHROPIC & OPENAI - ARR: Every Bubble Has a Gimmick
Anthropic's and OpenAI's annualized revenue run rates (ARRs) are being portrayed as a viable metric for investors as their IPOs approach, although...
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Asian Equities: Ferocious Foreign Selling in September and Early October; Only Taiwan Seems Immune
FIIs sold Asia heavily in September & early October - especially KR, India, ID & TH. TW was sold marginally in September & bought in October. FIIs'...
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