WS #12437
Holding: newest synthesis is 52d 20h old
TSMC CFO confirms strong multi-year AI demand, accelerating Arizona factory buildout with additional $100B investment, raising full-year capex to $60-64B. Netflix down 7.3% after earnings showed price hikes, not subscriber growth, drove revenue. Apple raises iPhone prices in Japan by up to 11.3% due to yen weakness, but no similar hike in US or other major markets.
TSMC AI Capex Acceleration
TSMC CFO confirms strong multi-year AI demand, accelerating Arizona factory buildout with additional $100B investment, raising full-year capex to $60-64B.
Netflix down 7.3% after earnings showed price hikes, not subscriber growth, drove revenue.
Apple raises iPhone prices in Japan by up to 11.3% due to yen weakness, but no similar hike in US or other major markets.