Samsung Picks Up TSMC’s Leftovers
Samsung is getting the overflow orders for Nvidia’s HBM. TSMC is prioritizing capacity for Rubin and Rubin Ultra, while Samsung has its own foundry operations to fill the gap—so the NVHBM base-die work has landed in its lap.
The AI computing-power supply crunch has been playing out for two years. Even with memory makers fighting this hard for orders, the token market won’t necessarily rally right away. Good news may give sentiment a quick boost, but market makers will probably use the momentum to push prices up and shake out weak hands. These AI-narrative coins routinely spike and then pull back; if the broader market isn’t cooperating, anyone chasing the move could end up holding the bag. If you really want to buy the dip, wait for a pullback to confirm support—don’t chase the first green candle.
Those of you betting on the AI sector: did you just get shaken out, or are you stuck halfway up the mountain?
$TAO $BTC $ETH
Samsung is getting the overflow orders for Nvidia’s HBM. TSMC is prioritizing capacity for Rubin and Rubin Ultra, while Samsung has its own foundry operations to fill the gap—so the NVHBM base-die work has landed in its lap.
The AI computing-power supply crunch has been playing out for two years. Even with memory makers fighting this hard for orders, the token market won’t necessarily rally right away. Good news may give sentiment a quick boost, but market makers will probably use the momentum to push prices up and shake out weak hands. These AI-narrative coins routinely spike and then pull back; if the broader market isn’t cooperating, anyone chasing the move could end up holding the bag. If you really want to buy the dip, wait for a pullback to confirm support—don’t chase the first green candle.
Those of you betting on the AI sector: did you just get shaken out, or are you stuck halfway up the mountain?
$TAO $BTC $ETH