Today, TSMC's financial report data exploded (as shown in Figure 1), but we see different opportunities within it. In particular, the memory chip sector is set to receive significant benefits, and today we will discuss the logic behind it!

Historical Review: We recommended Micron Technology (#MU) at $164 early on, and it has more than doubled since then. Why do we still insist on holding and increasing our position? Let’s share some thoughts! 🧐

What is most noteworthy about TSMC this time is that the advanced processes of 3nm and 5nm account for nearly 70% of revenue, which means that nearly 70% of TSMC's income comes from the manufacturing of the most advanced AI chips. These chips are almost entirely directed towards data centers, large model companies, and cloud service providers, all of which are the core battlegrounds of #AI.

The stronger the performance of AI chips, the more explosive the demand for accompanying HBM (High Bandwidth Memory) becomes. HBM must be packaged together with GPUs, and HBM is highly dependent on advanced processes and advanced packaging, which brings us back to TSMC's CoWoS technology.

Therefore, the tighter TSMC's production capacity, it not only indicates a strong demand for computing power but also means that storage must keep pace. Recently, Bernstein even raised the target price for SanDisk (#SNDK) from $300 to $580, an increase of 93%. The underlying logic is that computing power and storage are a "dual engine," both indispensable, and we are currently in the fifth Kondratiev wave of human history, with the core driving force being the #AI super revolution (as shown in Figure 1), which will propel the super cycle of storage.

This is similar to our early call for Micron Technology (#MU) to reach $1000 based on foundational thinking. At that time, storage had not yet exploded, but demand was just beginning to show signs, and the trend was already emerging. After in-depth research by Nomura Securities, we concluded that this is an explosive opportunity, which we also shared with our fans and partners. Let us test and verify this together; if it rises to $1000, I will distribute a $10,000 red envelope lottery, and everyone can take a screenshot to save it! 🧐

Currently, these memory companies are all on #MSX (as shown in Figure 2). If you are still limited by the inconvenience of opening a US stock account domestically, you can try using U to trade US stocks for a smooth experience. I am personally using the #RWA tokenized platform #MSX to participate in the US stock market: http://msx.com/?code=Vu2v44

Early US stock investment fans and partners can message me privately. After filling out the form, you can enter the US stock discussion and exploration community for free (currently limited to 10 people per week, assistant review may take some time, thank you 🙏)!

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