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🇺🇸🇹🇼 TSMC just bet another $100 billion on the U.S.
The world's biggest chipmaker is pouring in an extra $100 billion, pushing its U.S. total to a record $265 billion.
It's calling it the largest foreign investment in U.S. history.
That means 4 more chip plants in Arizona, 12 in total.
Tens of thousands of jobs, and the most advanced chips on earth built on U.S. soil.
That's a huge win for U.S. manufacturing, plain and simple.
$DGB | $BANK | $ONDO
#BREAKING #news #US #TRUMP #TSMC
The world's biggest chipmaker is pouring in an extra $100 billion, pushing its U.S. total to a record $265 billion.
It's calling it the largest foreign investment in U.S. history.
That means 4 more chip plants in Arizona, 12 in total.
Tens of thousands of jobs, and the most advanced chips on earth built on U.S. soil.
That's a huge win for U.S. manufacturing, plain and simple.
$DGB | $BANK | $ONDO
#BREAKING #news #US #TRUMP #TSMC
TSMC delivered a record-breaking Q2 with net profit jumping 77.4%, highlighting the continued strength of global AI and advanced semiconductor demand. Strong orders from leading chip designers continue to reinforce TSMC's position as a key player in the AI infrastructure boom.
The results reflect resilient demand for high-performance chips and could remain a positive signal for the broader semiconductor and technology sectors.
#TSMC #Semiconductors #Technology #Markets
The results reflect resilient demand for high-performance chips and could remain a positive signal for the broader semiconductor and technology sectors.
#TSMC #Semiconductors #Technology #Markets
$TSMC REPORTED RECORD PROFITS BUT STOCK DROPPED 4.6% 🤔
Q2 net profit surged 77% to a historical high, revenue grew 36% and HPC revenue jumped 20%. Yet the market sent it down 4.6% pre-market. That's a classic "good news sold" scenario — and a potential dip-buy setup if the support holds.
Capital expenditure guidance was raised to $60-64B, and they're putting another $100B into Arizona. Long-term story intact. Short-term fear creates opportunity.
Are you watching $400 as a buy zone or sitting out?
Not financial advice. Always manage your risk.
#TSMC #Earnings #DipBuy #StockMarket
⚡
Q2 net profit surged 77% to a historical high, revenue grew 36% and HPC revenue jumped 20%. Yet the market sent it down 4.6% pre-market. That's a classic "good news sold" scenario — and a potential dip-buy setup if the support holds.
Capital expenditure guidance was raised to $60-64B, and they're putting another $100B into Arizona. Long-term story intact. Short-term fear creates opportunity.
Are you watching $400 as a buy zone or sitting out?
Not financial advice. Always manage your risk.
#TSMC #Earnings #DipBuy #StockMarket
⚡
Verified
📈 TSM smashed Q2 expectations, and Netflix reports tonight 🎬
💾 TSMC just posted Q2 2026 earnings and the numbers are on a different level. Revenue came in at 40.2 billion dollars, up 33.7% year over year and beating estimates by 900 million. EPS hit 4.31 dollars, topping expectations by 0.37. Net profit jumped 77.4% to a record 706.56 billion NT dollars 🚀, powered by explosive AI chip demand, with High Performance Computing now making up 66% of total revenue 🤖
This matters because TSMC physically manufactures the chips for NVIDIA, AMD and Apple. Its results are the first real signal on whether the AI trade still holds up, especially after the sharp semiconductor selloff in early July that wiped out around 1.3 trillion dollars in sector value ⚠️
🎬 Netflix is up next, reporting tonight at 11:01 PM Jordan time, after the US market closes. Watch for ad revenue scaling toward a 3 billion dollar annual run rate 💰 and paid memberships pushing past 325 million 👥
⚡ Expect fast moves after both reports. Where do you think TSM and NFLX go from here? 👀
#TSMC #Netflix #Earnings #AI
$TSMB $NFLX.US
💾 TSMC just posted Q2 2026 earnings and the numbers are on a different level. Revenue came in at 40.2 billion dollars, up 33.7% year over year and beating estimates by 900 million. EPS hit 4.31 dollars, topping expectations by 0.37. Net profit jumped 77.4% to a record 706.56 billion NT dollars 🚀, powered by explosive AI chip demand, with High Performance Computing now making up 66% of total revenue 🤖
This matters because TSMC physically manufactures the chips for NVIDIA, AMD and Apple. Its results are the first real signal on whether the AI trade still holds up, especially after the sharp semiconductor selloff in early July that wiped out around 1.3 trillion dollars in sector value ⚠️
🎬 Netflix is up next, reporting tonight at 11:01 PM Jordan time, after the US market closes. Watch for ad revenue scaling toward a 3 billion dollar annual run rate 💰 and paid memberships pushing past 325 million 👥
⚡ Expect fast moves after both reports. Where do you think TSM and NFLX go from here? 👀
#TSMC #Netflix #Earnings #AI
$TSMB $NFLX.US
$TSMC CONTRACT SURGES ON RECORD PROFITS THEN RETREATS 4% 🔥
TSMC just reported a 77% net profit surge to a record NT$706.6B, beating expectations. The contract on Hyperliquid spiked intraday then reversed sharply—declines expanded past 4% before settling. The HPC segment grew 20% QoQ, signaling strong structural demand.
This kind of earnings-driven volatility often traps late buyers at the highs. The retreat looks like a liquidity sweep, and the real move may follow once the noise clears.
Are you scaling into this dip or waiting for a reclaim of the pre-retreat high?
Not financial advice. Always manage your risk.
#TSMC #EarningsPlay #Reversal #Hyperliquid #Crypto
🔥
TSMC just reported a 77% net profit surge to a record NT$706.6B, beating expectations. The contract on Hyperliquid spiked intraday then reversed sharply—declines expanded past 4% before settling. The HPC segment grew 20% QoQ, signaling strong structural demand.
This kind of earnings-driven volatility often traps late buyers at the highs. The retreat looks like a liquidity sweep, and the real move may follow once the noise clears.
Are you scaling into this dip or waiting for a reclaim of the pre-retreat high?
Not financial advice. Always manage your risk.
#TSMC #EarningsPlay #Reversal #Hyperliquid #Crypto
🔥
$TSMC JUST DROPPED EARNINGS THAT CHANGES THE GAME FOR AI 🔥
TSMC's Q2 revenue hit NT$1.27 trillion, up 36% YoY, with net profit at NT$706.6 billion. Gross margin surged to 67.7% — up 9.1 percentage points — and HPC revenue grew 20% from last quarter. That's the engine behind every AI chip, from data centers to mining rigs.
This level of demand isn't slowing down. The same supply chain that powers NVIDIA also feeds the infrastructure crypto needs. When the foundry prints numbers like these, the AI narrative gets even more fuel.
Are you long any AI-related plays right now?
Not financial advice. Always manage your risk.
#TSMC #Earnings #AI #Semiconductors #HPC
🔥
TSMC's Q2 revenue hit NT$1.27 trillion, up 36% YoY, with net profit at NT$706.6 billion. Gross margin surged to 67.7% — up 9.1 percentage points — and HPC revenue grew 20% from last quarter. That's the engine behind every AI chip, from data centers to mining rigs.
This level of demand isn't slowing down. The same supply chain that powers NVIDIA also feeds the infrastructure crypto needs. When the foundry prints numbers like these, the AI narrative gets even more fuel.
Are you long any AI-related plays right now?
Not financial advice. Always manage your risk.
#TSMC #Earnings #AI #Semiconductors #HPC
🔥
$TSMC IS EYING A 14% UPSIDE AFTER STRONG Q2 REVENUE 🔥
Entry: NT$2,440 🔥
Target: NT$2,780 🚀
Bernstein just reaffirmed its outperform rating after TSMC’s Q2 revenue hit the high end of guidance, driven by AI and advanced process demand. The real story is the gross margin trajectory: projected to climb from 60% to 65% by 2026, fueling a 50% EPS jump to NT$102. CoWoS capacity is also expanding aggressively, reinforcing the structural bid.
The 14% upside is backed by fundamentals, but the market is still digesting capacity tightness and foundry competition. Are you positioned for the earnings catalyst or waiting for a better entry?
Not financial advice. Always manage your risk.
#TSMC #Earnings #Upside #Semiconductors
🔥
Entry: NT$2,440 🔥
Target: NT$2,780 🚀
Bernstein just reaffirmed its outperform rating after TSMC’s Q2 revenue hit the high end of guidance, driven by AI and advanced process demand. The real story is the gross margin trajectory: projected to climb from 60% to 65% by 2026, fueling a 50% EPS jump to NT$102. CoWoS capacity is also expanding aggressively, reinforcing the structural bid.
The 14% upside is backed by fundamentals, but the market is still digesting capacity tightness and foundry competition. Are you positioned for the earnings catalyst or waiting for a better entry?
Not financial advice. Always manage your risk.
#TSMC #Earnings #Upside #Semiconductors
🔥
TSMC has just released its Q2 2026 results with historic numbers. Net profit at the world’s largest chipmaker jumped 77.4% year over year to a record NT$ 706.56 billion (about US$ 22 billion), comfortably beating Wall Street’s projections.
Quarter highlights:
Total revenue: US$ 40.20 billion, up 33.7% year over year.
Gross margin: Rose to 67.7%, driven by improved production efficiency.
Growth engine: The High-Performance Computing (HPC) segment, focused on chips for Artificial Intelligence, generated 66% of the company’s total revenue.
In light of strong global demand for advanced semiconductors, TSMC increased its capital expenditure (Capex) budget to up to US$ 64 billion in 2026 and announced an additional US$ 100 billion in investments to expand operations in Arizona. Despite the historic performance, shares ($TSM) were down in pre-market trading due to investors’ concerns about the high costs of expansion.
$DGB $AGLD $RE
#TSMCQ2NetProfitRises77.4%ToRecordHigh
#TSMC
#Nvidia
#TechStocks
#AI
Quarter highlights:
Total revenue: US$ 40.20 billion, up 33.7% year over year.
Gross margin: Rose to 67.7%, driven by improved production efficiency.
Growth engine: The High-Performance Computing (HPC) segment, focused on chips for Artificial Intelligence, generated 66% of the company’s total revenue.
In light of strong global demand for advanced semiconductors, TSMC increased its capital expenditure (Capex) budget to up to US$ 64 billion in 2026 and announced an additional US$ 100 billion in investments to expand operations in Arizona. Despite the historic performance, shares ($TSM) were down in pre-market trading due to investors’ concerns about the high costs of expansion.
$DGB $AGLD $RE
#TSMCQ2NetProfitRises77.4%ToRecordHigh
#TSMC
#Nvidia
#TechStocks
#AI
🎯 TSMC pours money into expansion, A-share AI ETF drops 5%
📰 TSMC’s capital expenditures raised to $60–64 billion, and the Q3 revenue guidance shocked the market. As a result, A-share semiconductor ETFs plunged 5%, with the trend looking highly fragmented
💬 Chips are being expanded like crazy, but capital is fleeing the manufacturing end—same playbook as the Sandisk crash. Good news for real demand, bad news for hype; the money flowed into “harder” assets
🏷️ #TSMC #AI算力 #半导体 #加密市场 #资金流向
📰 TSMC’s capital expenditures raised to $60–64 billion, and the Q3 revenue guidance shocked the market. As a result, A-share semiconductor ETFs plunged 5%, with the trend looking highly fragmented
💬 Chips are being expanded like crazy, but capital is fleeing the manufacturing end—same playbook as the Sandisk crash. Good news for real demand, bad news for hype; the money flowed into “harder” assets
🏷️ #TSMC #AI算力 #半导体 #加密市场 #资金流向
🚨TSMC made a fortune, but its stock price still plunged 4%? What exactly is Wall Street worried about?🤯
The earnings beat expectations, yet the stock still fell.😳
TSMC’s latest announcement of second-quarter results showed both revenue and net profit exceeding market expectations, with net profit up a whopping 77%—its performance can be described as quite outstanding.📈
But what surprised the market was that TSMC’s stock briefly dropped by more than 4% before the bell.
Why did this happen?🤔
One reason is that TSMC announced it will add another $100 billion in investment in the United States, bringing its total local investment to $265 billion. While this signals continued expansion, the market has also started to worry that future capital expenditures will surge and may affect profitability in the short term.💰
📌 What the market is focused on:
🔹 Will large-scale U.S. investment squeeze future profits?
🔹 How long can AI chip demand remain strong?
🔹 Can TSMC continue to lead the semiconductor market?
👀 On one side is the strongest profitability in history, and on the other is the market choosing to sell. What Wall Street may truly be concerned about might not be now—but the future.
👇Click on my profile to follow me. Every day, I’ll take you through the biggest global finance headlines first—making it easy to understand the market!🚀
#TSMC #半导体行情
The earnings beat expectations, yet the stock still fell.😳
TSMC’s latest announcement of second-quarter results showed both revenue and net profit exceeding market expectations, with net profit up a whopping 77%—its performance can be described as quite outstanding.📈
But what surprised the market was that TSMC’s stock briefly dropped by more than 4% before the bell.
Why did this happen?🤔
One reason is that TSMC announced it will add another $100 billion in investment in the United States, bringing its total local investment to $265 billion. While this signals continued expansion, the market has also started to worry that future capital expenditures will surge and may affect profitability in the short term.💰
📌 What the market is focused on:
🔹 Will large-scale U.S. investment squeeze future profits?
🔹 How long can AI chip demand remain strong?
🔹 Can TSMC continue to lead the semiconductor market?
👀 On one side is the strongest profitability in history, and on the other is the market choosing to sell. What Wall Street may truly be concerned about might not be now—but the future.
👇Click on my profile to follow me. Every day, I’ll take you through the biggest global finance headlines first—making it easy to understand the market!🚀
#TSMC #半导体行情
🚨 TSMC just delivered another massive surprise.
June revenue surged 67.9% year-over-year, beating market expectations and showing that AI demand is still incredibly strong.
Right now, TSMC is at the center of the AI supply chain. Companies like Nvidia, Apple, and AMD all depend on its advanced chips, and demand continues to outpace supply.
For traders, this is another reminder that the AI and semiconductor sector remains one of the strongest themes in the market.
That doesn't mean it's time to blindly chase green candles. I'm staying patient, watching key levels, and waiting for the best risk-to-reward opportunities instead of buying into hype.
Trade smart, manage your risk, and don't let FOMO make your decisions. 📈
#TSMC #NVIDIA #AMD #stocks #trading
$TSM $MUB $NVDAB
June revenue surged 67.9% year-over-year, beating market expectations and showing that AI demand is still incredibly strong.
Right now, TSMC is at the center of the AI supply chain. Companies like Nvidia, Apple, and AMD all depend on its advanced chips, and demand continues to outpace supply.
For traders, this is another reminder that the AI and semiconductor sector remains one of the strongest themes in the market.
That doesn't mean it's time to blindly chase green candles. I'm staying patient, watching key levels, and waiting for the best risk-to-reward opportunities instead of buying into hype.
Trade smart, manage your risk, and don't let FOMO make your decisions. 📈
#TSMC #NVIDIA #AMD #stocks #trading
$TSM $MUB $NVDAB
🚀 TSMC posted record second-quarter revenue, with sales jumping 36% year over year as demand for AI chips remained strong.
📊 June revenue reached NT$442.68 billion, beating expectations and helping the company exceed its Q2 guidance range. The monthly report was delayed from July 10 due to a typhoon.
👀 Investors are now looking ahead to Thursday's earnings report, where TSMC will provide updated guidance.
🤖 The key question: Is AI infrastructure spending still accelerating, or are we starting to see signs that the investment cycle is peaking?
#TSMC
📊 June revenue reached NT$442.68 billion, beating expectations and helping the company exceed its Q2 guidance range. The monthly report was delayed from July 10 due to a typhoon.
👀 Investors are now looking ahead to Thursday's earnings report, where TSMC will provide updated guidance.
🤖 The key question: Is AI infrastructure spending still accelerating, or are we starting to see signs that the investment cycle is peaking?
#TSMC
🔴 $TSM
Long Liquidation Alert
💰 Liquidated Amount:
$8.0457K
📍 Liquidation Price:
$428.64871 (BINANCE)
━━━━━━━━━━━━━━
📊 Trade Outlook
🎯 Target:
$421.00
📥 Entry Zone:
$427.50 – $429.00
📈 Take Profit:
$423.50
🛑 Stop Loss:
$432.50
━━━━━━━━━━━━━━
⚡ ELITE TRADE INSIGHT ⚡
A long squeeze has removed leveraged buyers from the market, increasing short-term volatility. Let the market establish direction before opening new positions.
#TSMC
#crypto
#trading
Long Liquidation Alert
💰 Liquidated Amount:
$8.0457K
📍 Liquidation Price:
$428.64871 (BINANCE)
━━━━━━━━━━━━━━
📊 Trade Outlook
🎯 Target:
$421.00
📥 Entry Zone:
$427.50 – $429.00
📈 Take Profit:
$423.50
🛑 Stop Loss:
$432.50
━━━━━━━━━━━━━━
⚡ ELITE TRADE INSIGHT ⚡
A long squeeze has removed leveraged buyers from the market, increasing short-term volatility. Let the market establish direction before opening new positions.
#TSMC
#crypto
#trading
Strong selling pressure is sweeping through the market! 💥
Stay alert—liquidity events like this often trigger the next major move. ⚡
$TSM
🔴 LIQUIDITY ZONE HIT 🔴
Long liquidation spotted 🧨
$27.223K cleared at $431.62708
Downside liquidity swept — react NOW or watch the market shift 👀
🎯 TP Targets:
TP1: ~$428.00
TP2: ~$424.00
TP3: ~$420.00
#TSMC
Stay alert—liquidity events like this often trigger the next major move. ⚡
$TSM
🔴 LIQUIDITY ZONE HIT 🔴
Long liquidation spotted 🧨
$27.223K cleared at $431.62708
Downside liquidity swept — react NOW or watch the market shift 👀
🎯 TP Targets:
TP1: ~$428.00
TP2: ~$424.00
TP3: ~$420.00
#TSMC
Price action is getting more aggressive with every liquidity sweep! 🚀
Stay focused—the next impulse could happen at any moment. 📈
$TSM
🔴 LIQUIDITY ZONE HIT 🔴
Long liquidation spotted 🧨
$1.8396K cleared at $432.84618
Downside liquidity swept — react NOW or watch the market shift 👀
🎯 TP Targets:
TP1: ~$429.50
TP2: ~$426.00
TP3: ~$422.50
#TSMC
Stay focused—the next impulse could happen at any moment. 📈
$TSM
🔴 LIQUIDITY ZONE HIT 🔴
Long liquidation spotted 🧨
$1.8396K cleared at $432.84618
Downside liquidity swept — react NOW or watch the market shift 👀
🎯 TP Targets:
TP1: ~$429.50
TP2: ~$426.00
TP3: ~$422.50
#TSMC
$TSMC JUST GOT A MAJOR TARGET RAISE FROM UBS 🔥
Target: 3400 🚀
UBS just bumped TSMC's target from 3000 to 3400 with a firm Buy rating. They also raised 2026 sales growth forecasts, signaling sustained momentum for the next several years. That kind of conviction from a top-tier bank doesn't come lightly.
Volume is picking up on the daily and the breakout above 3000 has already confirmed bullish structure. The raised forecast adds a fundamental tailwind most traders are sleeping on. Are you positioning for this run or waiting for a pullback?
Not financial advice. Always manage your risk.
#TSMC #TargetRaise #UBS #LongSetup #Momentum
🔥
Target: 3400 🚀
UBS just bumped TSMC's target from 3000 to 3400 with a firm Buy rating. They also raised 2026 sales growth forecasts, signaling sustained momentum for the next several years. That kind of conviction from a top-tier bank doesn't come lightly.
Volume is picking up on the daily and the breakout above 3000 has already confirmed bullish structure. The raised forecast adds a fundamental tailwind most traders are sleeping on. Are you positioning for this run or waiting for a pullback?
Not financial advice. Always manage your risk.
#TSMC #TargetRaise #UBS #LongSetup #Momentum
🔥
TSMonAlpha
TSMUS-2.98%
🔥 This is WILD: 3 companies control 2 entire stock markets*
South Korea + Taiwan = basically a 3-stock show 🎭
*South Korea - KOSPI*
Samsung Electronics + SK Hynix = *∼55% of the whole index* 😱
Both just crossed *$1 TRILLION* valuations.
Why? They own memory chips = the RAM + storage brain of AI 🤖💾
*Taiwan - TAIX*
TSMC alone = *∼42% of the index*
World’s 7th biggest company: *$2.2 TRILLION* cap. Bigger than Tesla + Meta combined 🚀
TSMC made *90%+ of all advanced chips* last year per Counterpoint. No TSMC = no AI, no iPhones, no GPUs.
*For context:*
The “Magnificent 7” = only *33% of S&P 500*
Korea/Taiwan = *3 companies = 42-55%* of their market 🤯
Concentration risk is INSANE.
When AI sneezes, Samsung, SK Hynix, TSMC catch a cold 📉
If you’re trading crypto, watch chips. AI chips → AI tokens → BTC sentiment. All connected 🔗
What’s crazier? That 3 stocks = half a country… or that TSMC is bigger than Meta? Drop thoughts 👇
#Stocks #AI #TSMC
$SPCXB
$BTC
South Korea + Taiwan = basically a 3-stock show 🎭
*South Korea - KOSPI*
Samsung Electronics + SK Hynix = *∼55% of the whole index* 😱
Both just crossed *$1 TRILLION* valuations.
Why? They own memory chips = the RAM + storage brain of AI 🤖💾
*Taiwan - TAIX*
TSMC alone = *∼42% of the index*
World’s 7th biggest company: *$2.2 TRILLION* cap. Bigger than Tesla + Meta combined 🚀
TSMC made *90%+ of all advanced chips* last year per Counterpoint. No TSMC = no AI, no iPhones, no GPUs.
*For context:*
The “Magnificent 7” = only *33% of S&P 500*
Korea/Taiwan = *3 companies = 42-55%* of their market 🤯
Concentration risk is INSANE.
When AI sneezes, Samsung, SK Hynix, TSMC catch a cold 📉
If you’re trading crypto, watch chips. AI chips → AI tokens → BTC sentiment. All connected 🔗
What’s crazier? That 3 stocks = half a country… or that TSMC is bigger than Meta? Drop thoughts 👇
#Stocks #AI #TSMC
$SPCXB
$BTC
🌊 AI Chip Cost Tsunami — $TSMC Locks In a 4-Year Price Hike Cycle
Nvidia $NVDA , AMD $AMD & Apple $AAPL brace for rising foundry costs. Markets bleed. Crypto feels the pain.
What happened
TSMC confirmed a 5–10% price hike across all sub-7nm advanced nodes — not a one-off. This is part of a four-year consecutive price increase plan that locks in rising costs for Nvidia, AMD, and Apple.
Translation: every AI chip, GPU, and mobile SoC built on TSMC's most advanced processes gets more expensive — and that cost flows downstream to consumers, cloud providers, and data centers.
Market reaction
Micron -13%
Nvidia -4%+
Nasdaq -2.21%
Nvidia's market cap slipped below $5T as institutional traders repriced AI capex assumptions.
Micron took the hardest hit — margin compression fears on HBM4 memory used in AI accelerators sent the stock into freefall.
Crypto fallout
Risk-off sentiment bled straight into crypto. $650M in 24-hour liquidations, predominantly long positions, as BTC briefly dipped below $63K.
The cascade is a reminder: when tech macro shakes, leveraged crypto positions shake harder. Correlation is real when fear is the driver.
What to watch next
Micron Q3 earnings — June 25. This is the pivotal read. HBM4 demand, AI chip pricing power, and forward guidance will either calm or amplify the market's fears.
If Micron signals strong HBM4 bookings despite cost pressure, expect a relief bounce across AI equities — and likely a bid in BTC and altcoins tied to AI narratives.
If margins disappoint, brace for round two of the selloff. Watch NVDA's pre-market reaction on June 25 as a leading indicator.
💬 Will Micron's earnings stabilize AI stocks — or trigger a deeper correction? Drop your take below. 👇
#TSMC #nvidiastock #AIChips #MicronHitsRecordHigh
Nvidia $NVDA , AMD $AMD & Apple $AAPL brace for rising foundry costs. Markets bleed. Crypto feels the pain.
What happened
TSMC confirmed a 5–10% price hike across all sub-7nm advanced nodes — not a one-off. This is part of a four-year consecutive price increase plan that locks in rising costs for Nvidia, AMD, and Apple.
Translation: every AI chip, GPU, and mobile SoC built on TSMC's most advanced processes gets more expensive — and that cost flows downstream to consumers, cloud providers, and data centers.
Market reaction
Micron -13%
Nvidia -4%+
Nasdaq -2.21%
Nvidia's market cap slipped below $5T as institutional traders repriced AI capex assumptions.
Micron took the hardest hit — margin compression fears on HBM4 memory used in AI accelerators sent the stock into freefall.
Crypto fallout
Risk-off sentiment bled straight into crypto. $650M in 24-hour liquidations, predominantly long positions, as BTC briefly dipped below $63K.
The cascade is a reminder: when tech macro shakes, leveraged crypto positions shake harder. Correlation is real when fear is the driver.
What to watch next
Micron Q3 earnings — June 25. This is the pivotal read. HBM4 demand, AI chip pricing power, and forward guidance will either calm or amplify the market's fears.
If Micron signals strong HBM4 bookings despite cost pressure, expect a relief bounce across AI equities — and likely a bid in BTC and altcoins tied to AI narratives.
If margins disappoint, brace for round two of the selloff. Watch NVDA's pre-market reaction on June 25 as a leading indicator.
💬 Will Micron's earnings stabilize AI stocks — or trigger a deeper correction? Drop your take below. 👇
#TSMC #nvidiastock #AIChips #MicronHitsRecordHigh
TSMC WAFER PRICE HIKES COULD TRIGGER A SHIFT IN SEMICONDUCTOR-LINKED ASSETS ⚡
The news that TSMC is hiking prices by up to 10% on advanced processes is a clear signal that supply-side pressure is intensifying. When the cost of production jumps for the most critical tech in the world, the ripple effect usually hits high-beta assets and tech-heavy sectors hard.
We are looking at a 75% revenue impact across their advanced nodes, which suggests that margins for downstream tech firms will tighten significantly. Watch how the market absorbs this news during the next session. How do you think this cost increase will impact the broader tech sector?
Not financial advice. Always manage your risk.
#TSMC #TechNews #MarketAnalysis #Semiconductors
⚡
The news that TSMC is hiking prices by up to 10% on advanced processes is a clear signal that supply-side pressure is intensifying. When the cost of production jumps for the most critical tech in the world, the ripple effect usually hits high-beta assets and tech-heavy sectors hard.
We are looking at a 75% revenue impact across their advanced nodes, which suggests that margins for downstream tech firms will tighten significantly. Watch how the market absorbs this news during the next session. How do you think this cost increase will impact the broader tech sector?
Not financial advice. Always manage your risk.
#TSMC #TechNews #MarketAnalysis #Semiconductors
⚡
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