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TSM management shows discipline in capacity cycles, Gavin Baker notes

TSM management shows discipline in capacity cycles, Gavin Baker notes
TSM discipline helps avoid market bubbles

Gavin Baker, CIO at Atreides Management, expresses strong support for TSM management and describes their approach as tough, flinty, and disciplined rather than stubborn.

He believes the company’s capacity discipline, whether organic or self-imposed, benefits everyone and helps prevent potentially damaging cycles of overbuilding or market bubbles.

Baker has previously commented on sector dynamics, noting that financing rates for GPUs and ASICs have real implications for demand over time. His recent remarks align with his ongoing focus on disciplined capital allocation and market structure. The perspective emphasizes operational caution amid evolving conditions in the chip industry.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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