Скачать или смотреть Nvidia vs. TSMC: Why Samsung & Japan Are the New Winners

The most important company in the world just sent a bill to the second most important company... and it's 20% higher than expected. With Nvidia's earnings just days away, is this the cost spike that pops the AI bubble?

【Episode Summary】
In this episode of Asia Tech Macro, Alex (ex-Hedge Fund Analyst) and Maya (Tech Founder) break down the leaked rumors of TSMC's massive price hike on 2nm/3nm wafers. We analyze the impact on Nvidia's margins, the "Energy Crisis" forcing data centers to flee Taiwan for Japan, and the contrarian bet that Samsung might finally steal market share as the "discount option."

【Key Action Items for Investors】

The Neutral Winner: Long ASML (ASML) & Tokyo Electron (8035). Whether chips are made in Taiwan, Japan, or Texas, they all need these machines.

The Hidden AI Play: Long Japanese Utilities (Kansai/Kyushu Electric). Nuclear power is the only energy source stable enough for the new AI data centers in Japan.

The Warning: Watch Nvidia's Gross Margins. If they guide lower due to TSMC costs, the stock could correct 10-15%.

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