X · @teortaxesTex
· X / Twitter
> •2027 capes est: US$73bn (below consensus $80-85bn), likely capped by EUV supply LPP EUV is a very annoying technology, doesn't scale worth a damn …
> •2027 capes est: US$73bn (below consensus $80-85bn), likely capped by EUV supplyLPP EUV is a very annoying technology, doesn't scale worth a damnthough maybe europoors are to blameJeff Pu: Abstract of TSMC (2330 TT) Earnings Preview Solid AI-Driven Outlook, Slightly Positive Near TermEarnings Preview •2Q26 Revenue: +