TSMC on Sinclair Huang, HEC Liège, Executive DBA https://sinclairhuang.org/tags/tsmc/ Recent content in TSMC on Sinclair Huang, HEC Liège, Executive DBA Hugo -- 0.152.2 en-us Sat, 11 Apr 2026 00:00:00 +0000 Stress-Testing the Moat: Four Threats That Could Rewrite the AI Supply Chain https://sinclairhuang.org/blog/ai-supply-chain-part4-stress-test/ Sat, 11 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/ai-supply-chain-part4-stress-test/ TurboQuant, HBM demand reversal, geopolitics, and glass substrates — not a doomsday scenario, but a disciplined analysis. How Deep Is the Moat? Reading TSMC, SK Hynix, and Micron Through Their SEC Filings https://sinclairhuang.org/blog/ai-supply-chain-part3-sec-filings/ Sat, 04 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/ai-supply-chain-part3-sec-filings/ Customer prepayments, HBM margin structure, capital expenditure intensity — the numbers say more than the narratives do. The Real AI Supply Chain: A Power Map Beyond the GPU https://sinclairhuang.org/blog/ai-supply-chain-part2-power-map/ Thu, 02 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/ai-supply-chain-part2-power-map/ From TSMC to SK Hynix to Ajinomoto — who holds pricing power, and who is just riding the narrative?