$TSM This passage is worth noting.

TSMC’s chairman said CoPoS will ramp up over the next 2 to 3 years, and it is already in the trial production stage.
The market had originally thought it would take a few more months, but TSMC’s Visera has already been revalued a bit in advance by capital.
So what does this indicate?
Many people have been saying CoPoS delays are severe, but if it begins to ramp up in the next 2 years, the real large-scale cycle may point to 2028.
There’s also another detail.
TSMC sees autonomous driving and robots as future growth directions.
Automotive semiconductors have actually been in a tough spot over the past two years, so this statement is quite key.
If autonomous driving and robots start pulling demand back again, some automotive semiconductor names that are currently stuck may show bottoming signals.
Especially companies like $XFAB , which have relatively higher exposure to autos, are worth continuing to track.
Sometimes market opportunities aren’t found in big news.
They’re found in the directions that these industry giants’ management casually mentions.
In one sentence:
$TSM isn’t just chip manufacturing.
It may be telling the market in advance where the next wave of incremental growth will come from.