I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.
Two stocks in the AI spotlight by Dan Ives
TSMC plans $100 billion investment in US manufacturing capacity
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I'm very curious if this push and implementation of factory construction will mean the end of another cycle where factory production capacity will match (or exceed) total demand. Either way, a capex this high may reduce FCF and margins, but theoretically through to fair valuation as some of the geopolitical risk falls away.
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