TSMC's chairman just told Intel's CEO something wild: AI demand is so absurdly strong that even TSMC—the world's most advanced chipmaker—literally cannot build capacity fast enough.
And here's the kicker: Wei is actively rooting for Intel Foundry to succeed. Not out of charity, but because the industry desperately needs more manufacturing firepower.
This isn't just bullish for $TSM or $INTC. This is a flashing signal that we're still in the early innings of the AI buildout. When the supply king admits they can't keep up, you know demand is real.
The AI supply chain remains one of the most durable themes in this market. Capacity bottlenecks = pricing power. And that flows straight to margins.
And here's the kicker: Wei is actively rooting for Intel Foundry to succeed. Not out of charity, but because the industry desperately needs more manufacturing firepower.
This isn't just bullish for $TSM or $INTC. This is a flashing signal that we're still in the early innings of the AI buildout. When the supply king admits they can't keep up, you know demand is real.
The AI supply chain remains one of the most durable themes in this market. Capacity bottlenecks = pricing power. And that flows straight to margins.