TSM Taiwan Semiconductor Manufacturing Company Limited Loading... 2330.TW

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21:30
Apr 29 ◎
Amy Hood CFO, Microsoft Corporation MSFT Q3 FY26 call
Component pricing will add ~$25B to $190B capex in calendar 2026, pushing short-term asset spend higher and reducing near-term free cash flow. — Higher memory/component costs inflate Microsoft's capex without increasing physical capacity, benefiting memory suppliers like Micron but squeezing margins for hyperscalers.
TSM
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About TSM Analyst Coverage

Buzzberg tracks TSM (Taiwan Semiconductor Manufacturing Company Limited) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Amy Hood.