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Fundamentalist
Jul 16, 2026 · bearish
$TSM
(https://news.google.com/rss/articles/CBMingFBVV95cUxOT2MzZG5oUVN6dDFLX0dtWk5GNXdoakNILXBqRmZsUlQ5NzdEbk1aZTlxcU9xWl9lS1NBLWNwb0JfbWctbUwxeFBKMlNMeVN6UEZmbF95NlRIRVFZbDN2SW9VZjFzUHpTYTljR21GU2xrM1JtRU9ETTFBMnhFeHBQcHRKQzRIV202RWdYZXFmektSalBDckxITVRFeDJNZw?oc=5) another $100B to US chipmaking capacity. The market reads this as "Taiwan's got it all figured out." Wrong.

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TSM Financial Analysis