Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesEarnSquareMore
Tech investment mogul Gavin Baker: TSMC expands production by only 5% each quarter, and its conservative strategy has prevented the AI industry from forming a bubble.

Tech investment mogul Gavin Baker: TSMC expands production by only 5% each quarter, and its conservative strategy has prevented the AI industry from forming a bubble.

格隆汇格隆汇2026/05/19 02:04
Show original
Glonghui, May 19|Veteran semiconductor investor and founder and Chief Investment Officer of Atreides Management, Gavin Baker, stated that TSMC is managed by an older generation in their seventies, who are hesitant to expand production rapidly. The company only increases capacity by 5% each quarter, but this conservative approach has prevented a bubble from forming in the artificial intelligence (AI) industry. Baker analyzed that historically, every major new technology has always been accompanied by a bubble, but this time is different due to shortages of electricity and wafers.The key reason for the wafer shortage lies in TSMC's conservative attitude. If TSMC could double or even triple production capacity each quarter, Nvidia could sell between 1.5 trillion and 2 trillion USD worth of chips next year, but the consequences of a bubble bursting would be extremely painful.
0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!