AI computing power requirements overwhelm everything! Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) CEO exclaimed, "There is no sign of demand slowing down." Wedbush supports a long-term bull market for chip stocks.

Wedbush Securities, a well-known investment firm on Wall Street, released a research report on Friday stating that the latest positive information regarding the AI computing power industry chain conveyed by Wei Zhejia, the CEO of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US), the "world's chip fab king," shows that this global giant in chip fabrication will not be able to catch up with the demand for artificial intelligence in the "coming years." This is a long-term positive signal for Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR and other participants in the global AI computing power and chip industry chains. As of the time of writing, the latest disclosure of AI semiconductor performance growth prospects by Broadcom Inc. fell short of Wall Street's expectations, signaling a cooling trend in the AI computing power industry chain. Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR's stock ADR trading price fell nearly 3% in pre-market trading on Friday. The signals from the management of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR and Wedbush strongly reinforce the ongoing need for AI computing power infrastructure. Wei Zhejia stated at the annual shareholders' meeting that even with the addition of new capacity in the United States, Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR will still struggle to fully meet the AI-driven demand in the coming years. This indicates that the bottleneck is not just in short to medium-term CoWoS capacity or HBM complementary capacity, but a systemic shortage at the wafer end of the global AI computing power industry chain in advanced process logic chips, advanced packaging, AI accelerators, and high-performance computing wafers. Wei Zhejia, the captain of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, revealed a series of positive information at the Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR shareholders' meeting this week, highlighting that the supply bottleneck in AI computing power infrastructure continues to be strong in the long term. He emphasized that even with the addition of advanced processes or advanced packaging capacity in the US, Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR will not be able to meet the near-endless demand for AI-driven AI computing power infrastructure for many years to come. He also reiterated that Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR's overall revenue growth will exceed 30% this year and expressed a willingness to raise prices, albeit in a "moderate and sustainable manner." He compared this to the significant price increases by storage chip manufacturers and stated that the company would not "suddenly raise prices like storage companies." Furthermore, Wei Zhejia stated that AI humanoid Siasun Robot&Automation and autonomous driving will be the next long-term growth DRIVER for Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR. The validation of the global advanced chip process and advanced packaging super cycle by the captain of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR On Thursday, the stocks of the AI computing power industry chain in the US and the Korean stock market fell sharply on Friday, which seemed more like a valuation digestion stage for high-crowded trading themes rather than a refutation of the demand side of AI computing power. Following the disclosure of Broadcom Inc.'s financial report, the stock price plummeted significantly, reflecting the market's extremely demanding expectations for AI-related semiconductor demand. Even though the company maintains a strong AI semiconductor revenue outlook, as long as guidance does not exceed expectations, funds will take profits; the benchmark KOSPI index in South Korea and the stocks of Samsung and SK Hynix fell, reflecting a high sensitivity to any marginal disappointment after the significant price increases of AI-related assets throughout the year. In other words, the secondary market is shifting from a market style of trading from high-crowded AI trading themes to undervalued defensive leaders. The signals provided by Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR and other super leaders in the AI computing power supply chain are still confirming that "AI capital expenditures and computing power orders are still being realized." On the specific level of AI capital expenditures, Wei Zhejia, the captain of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, stated at the shareholders' meeting, "I don't know where the peak is," and "I have not seen any signs of demand stopping," which can be considered the most bullish statement from the industry giant in the AI computing power industry chain. From an engineering perspective, the latest statement from Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR has the highest level of industry value as it is in the core "physical bottleneck layer" of AI computing power infrastructure. NVIDIA Corporation/AMD AI GPU, Broadcom Inc./Marvell ASIC and network chips, AMD AI accelerator, cloud vendor's self-built ASICs, all can't bypass advanced processes, advanced packaging, and high-yield mass production. If Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR continues to be in short supply over the next few years, it means that the construction of AI data centers is not a one-season affair, but a multi-year capital expenditure cycle from training GPUs to inference, Agentic AI, Siasun Robot&Automation, autonomous driving, and sovereign AI. Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR also emphasized in its shareholder meeting materials that it will continue to invest in Taiwan's leading processes and advanced packaging and promote multi-stage capacity construction for the 2nm advanced process to meet the strong computing power demand driven by AI. In terms of AI revenue prospects, Anthropic, which launched a series of blockbuster AI intelligent bodies in February to hit global software stocks, recently released a blockbuster profit trajectory, showing strong revenue data and an above-expected profit path, which will further accelerate the construction of the "AI computing power super empire" by tech giants. Anthropic expects its Q2 revenue to double, achieving operating profit for the first time, highlighting that the AI industry chain is transitioning from a "burning money narrative" to a "cash flow cycle narrative." The most significant part is that Anthropic's single-month ARR skyrocketed to 11 billion US dollars, equivalent to the volume of Palantir, Snowflake, and DataBricks, the three major SaaS giants in a decadethis is an unprecedented miracle in the history of capitalism. Anthropic also expects its second-quarter revenue to jump from 4.8 billion US dollars in the first quarter to 10.9 billion US dollars and achieve an operating profit of about 559 million US dollars, showing that the frontiers of AI applications are not only consuming computing power but are beginning to transform enterprise programming, intelligent workflow, network security, and data analysis into high-value Token income. The explosion of demand for Claude and AI tools has driven Anthropic close to its first profitable quarter, with the cost of computing power per $1 of revenue dropping from about 71 cents in the first quarter to about 56 cents in the second quarter, indicating that economies of scale and reasoning efficiency are improving the economic model of AI applications. This is why the Wall Street financial giant Morgan Stanley has declared that the AI computing power arms race has entered a systemic expansion phase, raising its forecast for US tech giants' capital spending in 2026 from 433 billion US dollars a year ago to 805 billion US dollars and expecting capital spending in 2027 to reach 1.1 trillion US dollars, up from the previous forecast of 950 billion US dollars. The institution predicts that by 2028, close to 3 trillion US dollars in AI-related infrastructure investments will flow through the global economy, with more than 80% of the spending still ahead.