TSMC's AI foundry test: growth, capex, and geopolitical risk
A TSMC five-year double thesis focused on advanced-node foundry leadership, advanced packaging, AI customer demand, capex, margins, and Taiwan risk.
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TSMC: the AI foundry moat with a geopolitical discount
A Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM)
SEC filings, financial facts, source resources, and Goglides workspace context for TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD.
OpenMicron's HBM cycle: can AI memory change the boom-bust math?
A Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.
OpenMicron: AI memory scarcity is rewriting the cycle
A refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
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