Taiwan Semi (TSM) call put ratio 1.2 calls to 1 put into quarter results

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Aletheia on Taiwan Semi (TSM): 'aggregate capex may exceed $200bn in the next several years', Stays in Alpha Portfolio

January 15, 2026 5:43 AM EST

Aletheia on Taiwan Semi (NYSE: TSM): 'aggregate capex may exceed $200bn in the next several years'.

The analyst comments "The key message from TSMCs results call is that the company expects its capital investment to rise sharply in the next three... More