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

Amanda Liang, Taipei

May 21, 2026, 11:52 0

Credit: DIGITIMES

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...

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