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Finding the "true moat" in the AI era: Behind TSMC's surge, the ultimate chess game of global AI deployment
Live streaming time: 20/07/2026 07:00
Live Broadcast Highlights: 1. Crossing Cycles: What is the essential difference between TSMC's "steady growth" and the "super cycle" of storage giants? 2. The Next Battle in Computing Infrastructure: From "buying GPUs" to "grabbing advanced packaging" and "reducing energy consumption" 3. Ultimate Simulation: Global AI deployment enters deep waters, where will the spillover effects be in the next two years? 4. A $265 billion Super Bet: TSMC increases investment by $100 billion to expand its U.S. factory, who is the biggest winner in this game?
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