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$TSM

看多2026-06-12
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2026-06-12
各周期结果成熟中 · 约 21 个交易日后揭晓
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原帖
Serenity · 2026-06-12

Bro I still can't believe Japan's WF6 supply chain got shut down from China export controls. Which affects $TSM, Samsung, and SK Hynix. Are we really playing global supply chain warfare and game theory over AI supremacy? Japan probably has the most amount of obscure monopolies, but they haven't fully been weaponizing it back yet. So I wonder if this is the start of a slippery slope?

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