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![LivyResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1541770160763449344.png) Livy Research [@LivyResearch](/creator/twitter/LivyResearch) on x 1387 followers
Created: 2025-07-17 10:52:14 UTC

This is great for $TSM and reinforces its moat. But if supply-demand balance is improving in advanced nodes, it could suggest normalization by FY26. This could be a headwind for $NVDA $AMD $AVGO, as it implies market is approaching sufficient merchant and custom AI chip inventory, which means competition will become more evident, leading to steeper growth deceleration


XXX engagements

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**Related Topics**
[avgo](/topic/avgo)
[nvda](/topic/nvda)
[coins ai](/topic/coins-ai)
[$amd](/topic/$amd)
[$tsm](/topic/$tsm)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

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