TSMC Faces 18-Month Slowdown Amid Growing AI Bubble Debate
We’re watching a turning point for Taiwan Semiconductor Manufacturing Company (TSMC). The company posted October sales growth of about 16.9 % year‑on‑year, its slowest pace since February 2024. This slowdown sparks questions: are we seeing a temporary soft patch, or a deeper shift in the chip industry? At the same time, the hype around artificial intelligence (AI)…