Busy couple of weeks on results front
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That's the idea SZ. The aim is to inform and answer questions. There are a lot of misconceptions with investing and the stock market. Usually peddled through ignorance.
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TSM reported record numbers-chairman CC. Wei.
Wei emphasised TSMC’s leadership in advanced packaging like CoWoS, with plans to more than double capacity by end-2025 to meet AI demand, particularly from key clients like NVIDIA.He described demand for TSMC’s technologies as “extremely robust” and expressed optimism about long-term growth, stating that AI and high-performance computing would drive “healthy growth” for years. No significant concerns or disruptions were highlighted; it was largely business as usual with a strong focus on capitalising on AI and semiconductor market tailwinds. Wei reinforced TSMC’s strategic investments and market dominance.
All Good!
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Well I'm happy the way tech is going, I've just put a little more in to it. Onwards and upwards.
Well done team. -
a couple of typo is this transcript, taken from TSM earnings call. He means 'if you listen to what company CEOs are saying. Jensen Huang said the same exact thing 2 months before dropping the big Sovereign AI news 'AI factories'. If you pay attention and listen 'but you are not listening' Huang said.
Only last week some analysts said TSM were slowing down and I remember thinking 'I'll wait to hear from CC Wei' The most honest and straight executive out there. Actually they are going faster 'to catch up to demand'
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It seems to me most of these analysts and so called experts are away with fairies
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Not really-they write what pays
