#AI股持续上涨还有哪些投资机会
I think the next Semiconductor Taiwan Semiconductor (TSMC) $TSM has a chance, because TSMC charges tolls: NVDA, AMD, TPU, and even self-developed accelerators, as well as advanced process technology and CoWoS—all of them ultimately have to go through it. Customers can switch chip brands, but it’s hard to bypass the foundry
There are only three reasons it can rise—capacity is still tight, each chip is getting more expensive, and the N2/packaging ramp hasn’t finished yet. As long as cloud companies’ capex in 2027 doesn’t show a collective reduction in orders, this logic still holds
From a technical standpoint, the daily trading bottom and top are gradually lifting. So even if it pulls back further down, as long as it doesn’t break below 420 USD, I think it could gain momentum and move up toward around 480
I think the next Semiconductor Taiwan Semiconductor (TSMC) $TSM has a chance, because TSMC charges tolls: NVDA, AMD, TPU, and even self-developed accelerators, as well as advanced process technology and CoWoS—all of them ultimately have to go through it. Customers can switch chip brands, but it’s hard to bypass the foundry
There are only three reasons it can rise—capacity is still tight, each chip is getting more expensive, and the N2/packaging ramp hasn’t finished yet. As long as cloud companies’ capex in 2027 doesn’t show a collective reduction in orders, this logic still holds
From a technical standpoint, the daily trading bottom and top are gradually lifting. So even if it pulls back further down, as long as it doesn’t break below 420 USD, I think it could gain momentum and move up toward around 480
