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A glimmer of hope in the AI cold wave? TSMC (TSM.US) power orders are full and price increases are underway, with its "self-financing capability" offsetting financing cost risks.

A glimmer of hope in the AI cold wave? TSMC (TSM.US) power orders are full and price increases are underway, with its "self-financing capability" offsetting financing cost risks.

智通财经智通财经2026/10/15 07:56
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In the same week that global AI stocks suffered steep declines due to inflation and interest rate hike expectations, TSMC (TSM.US) delivered an almost flawless report card.
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智通财经•2026/10/15 08:45
ByteDance is reportedly close to reaching an AI data center chip agreement with MediaTek, while Qualcomm, Broadcom, and Nvidia may come under pressure.