Cantor Fitzgerald
What changed, and what is the evidence.
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What changed, and what is the evidence.
Oct 12, 2026 · Post · posted
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Cantor Fitzgerald on TSMC's CapEx: "As for CY27, while TSMC has historically saved its out-year guide for January, our work now suggests ~$90-100B of Capex (vs $80B+ in July, when we flagged upside to as high as $90B), supported by… |
Cantor Fitzgerald: expect NAND tightness to continue into 4Q, with little to no capacity relief until late 2027/early 2028 at the earliest. $SNDK $EWY $DRAM $DISK |