TSMC is on fire again. Has AI computing power really not peaked yet? July revenue skyrocketed to 467.58 billion NTD, a year-on-year surge of 44.7%, setting another all-time high. Not long ago, the market was worried: is AI infrastructure about to slow down? But TSMC's latest data hasn’t given us that answer yet. 3nm is still tight, CoWoS demand remains strong, and leading tech giants haven’t shown any significant cooling in their demand for advanced processes. So the real question to watch now isn’t whether AI is a bubble, but: When will AI computing power demand truly peak? As long as the underlying computing power keeps expanding, the AI trend won’t easily burn out. What’s your take on this market volatility? #TSMC #台积电 #USStocks #AI #Chips