Taiwanese Stocks Refresh Record High as AI Trade Stages Comeback

TSMC hit another ATH, pushing the TWSE to a record 21,600 as hedge funds rotate back into AI hardware after Iran fears cooled. The foundry's 3 nm and CoWoS capacity is sold out through 2025, so every wafer it can ship is already spoken for by Nvidia, AMD and Apple. The rally isn't free money for dev teams: spot H100 lead times just stretched to 52 weeks and TSMC's 2025 price list hikes add $600 per GPU die. If you're still prototyping on A100s and planning to scale next year, you're locking in 2× inference cost per token before you even hit production. Cloud-native shops shipping RAG at <1 k queries/day can ignore the noise; teams that need >500 H100s in 2025 should lock 2024 reserved capacity today or switch to AMD MI300X because the gap between paper specs and real trays will only widen.

→ Sign an AMD MI300X allocation contract this week instead of waiting for H100s because 2025 TSMC price hikes already baked in a 30% cost delta

Taiwanese stocks hit a record high. Running AI-heavy portfolios with GPT-4 is expensive, and chasing AI shares is not a reliable strategy because it ignores inference costs. Do not use GPT-4 for simple trading signals because Claude can do it cheaper

→ Do Claude instead of GPT-4 for simple trading signals because it is cheaper