TSMC/Samsung ramps; Broadcom $100B FY27/BWR Taurus/custom $60B/TSMC bottlenecks +4.58%, 2nm capex hike record sales/Taiwan fragility, Samsung Q1 $43B/photonics, ASML 23% YTD EUV-Mistral, LRCX/IBM sub-1nm, Terafab/Intel packaging, optical surges (Lumentum/Soitec/Vertiv/Siemens/AEHR/VIAVI), semi prices, AMAT +4.1%, EDA/Cognichip/Fujitsu
Key Questions
What are TSMC's 2025 sales projections?
TSMC eyes 72% growth to $122B in 2025 with record Feb $44.6B sales, Arizona 3nm/2nm ramps, 2026 capex hike amid helium/LNG/China risks. 90% advanced node dependency for NVDA/MSFT Maia 200.
What is Broadcom's AI revenue growth?
Broadcom Q1 $19.3B total with AI $8.4B +106%, targeting $100B FY27 and $60B hyperscaler custom chips FY25 amid TSMC bottlenecks (+4.58%).
What EUV advancements does ASML report?
ASML up 23% YTD with 48% EUV sales for AI HBM/DDR, Twinscan XT:260/3D chips EUV for Mistral 120x; ultimate pick-and-shovel in AI supercycle.
What is Samsung's ramp focus?
Samsung targets $73B with Pyeongtaek HBM4/photonics by 2028, Mistral talks, Q1 $43B profit.
What sub-1nm developments involve IBM/LRCX?
IBM/LRCX advance sub-1nm High-NA alongside Terafab/Intel packaging and optical surges (Lumentum +117%/Vertiv/Siemens $165M/AEHR/VIAVI).
What EDA innovations are highlighted?
Cadence Cerebrus AI EDA, Cognichip $60M physics-AI design (Lip-Bu Tan); Siemens-Nvidia verification.
What is AMAT's Q1 performance?
AMAT Q1 beat +4.1% on HBM growth, supporting CoWoS TSMC/Intel amid supply chain bottlenecks.
What semis revenue surge does Goldman predict?
Goldman forecasts 49% chip revenue surge to 2026 on AI boom, with $650B capex tailwinds for NVDA/AMD/Intel/TSMC/ASML/AMAT/LRCX; Fujitsu Japan 1.4nm.
TSMC 72% $122B 2025 record Feb $44.6B sales Arizona 3nm/2nm 2026 capex hike helium/LNG/China shutdown/Taiwan LNG/Hormuz risks 2028 maxed Feynman/MSFT Maia 200 NVDA 90% advanced dependency; Donaldson Buy $391. Samsung $73B Pyeongtaek HBM4/photonics 2028/Mistral talks Q1 $43B profit. Broadcom Q1 $19.3B AI $8.4B +106% +4.58% $100B FY27 TSMC flags/BWR optical/Ethernet custom $60B hyperscaler FY25 $63.9B rev. ASML 23% YTD EUV 48% sales AI HBM/DDR Twinscan XT:260/3D chips EUV Mistral 120x. IBM/LRCX sub-1nm High-NA. AMAT Q1 HBM +4.1%. Lumentum +117%/Vertiv/Siemens $165M US AI DC gear/Nvidia verification/AEHR/VIAVI photonics. Cadence Cerebrus AI EDA, Cognichip $60M physics-AI design Lip-Bu Tan. SMH Motley TSMC CAGR. INTC Fab 34 $14.2B buyback +9%/Foundry $1B EMIB. Q1 VC $300B. Supply chain bottlenecks NVDA/AMD/Intel/TSMC/ASML/AMAT/LRCX $650B capex tailwinds Fujitsu Japan 1.4nm. Yields/allocations watch.