TSMC's cautious capex is averting an AI bubble, says investor

Digitimes
By Lily HessMay 20, 2026, 11:52 pm135 pts
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech…

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