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![techfund1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1356621924919615489.png) Tech Fund [@techfund1](/creator/twitter/techfund1) on x 11.2K followers
Created: 2025-07-18 10:39:08 UTC

A bull case for Semicap in X charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc:

1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clusters in Taiwan and the US:

![](https://pbs.twimg.com/media/GwIic0NXAAAlZ9u.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946157784292061598/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[taiwan](/topic/taiwan)
[$8035t](/topic/$8035t)
[tokyo](/topic/tokyo)
[$klac](/topic/$klac)
[$asml](/topic/$asml)
[$lrcx](/topic/$lrcx)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/techfund1/status/1946157784292061598)