Trotz eines weiteren Rekordquartals ist TSMC „sehr nervös“ wegen der Sorgen um die KI-Blase, aber von der Nachfrage überzeugt – der CEO sagt, dass unvorsichtige Investitionen „mit Sicherheit eine Katastrophe für TSMC wären“, das Unternehmen wird 52 bis 56 Milliarden US-Dollar in Investitionsausgaben investieren
https://www.tomshardware.com/tech-industry/semiconductors/tsmc-very-nervous-about-ai-bubble-concerns-despite-another-record-setting-quarter-but-assured-of-demand-ceo-says-careless-investment-would-be-a-disaster-for-tsmc-for-sure-company-will-invest-usd52-usd56-billion-in-capex
5 Kommentare
These numbers are disgusting. These people are disgusting. Billionaires are disgusting.
The world has entered the „full circus“ stage and nothing makes sense anymore.
Billionaire clowns are taking over so they can be the biggest clowns in the world.
At least the new fabs can help reign in price increases if they really can get close to satisfying demand.
I think they’ll be okay. TSMC is a virtual monopoly. The best thing that could happen to them is for the bubble to burst right now, after they’ve made their money on the AI fad but before new fabs get up and running that can be repurposed.
I’ll hold onto my shares they’ll be fine 👍
Translation: if you want us to build your capacity put cash on the table now to get the best price and preferred access. We expedite for cash up front. Promises of future purchases come with a significant doubt premium and are served after the prepaid cash customers.
In the AI bubble being third in line is doom. This is one of those games that has exactly two winners. No more, no less. The Cathedral and the Bazaar.