5 BIGGEST WINNERS FROM $TSM DOMINATE EARNINGS
1. $ASML Holding NV(ASML)$ sits at the choke point TSMC just confirmed with rising EUV intensity keeping wafer supply constrained into 2028–29
2. $NVIDIA(NVDA)$ benefits from a true allocation economy where scarce advanced wafers sustain GPU pricing power & margins
3. $Amkor Technology(AMKR)$ sits at the next bottleneck after wafers where advanced packaging turns scarce silicon into deployable AI systems
4. $Applied Materials(AMAT)$ monetizes rising process intensity as hot fabs & advanced nodes drive more steps per wafer.
5. $Advanced Micro Devices(AMD)$ gains from the same supply-constrained backdrop with TSMC visibility supporting a multi-year CPU + GPU ramp
What’s more, Morgan Stanley initiates $NEBIUS(NBIS)$ at Equalweight with a $126 PT citing its broader software platform, managed services, diversified customers & upside from non-core assets.
The real story is building a true AI utility where cheap power, efficient GPU utilization & embedded software reinforce each other with near-term capex + depreciation pressure simply the cost of standing up infrastructure at scale.
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