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Podcast highlights: TSMC, SK Hynix, Intel face AI chip and cash flow inflection

Rod Chang

Rod Chang

, Commentary

Jul 26, 2026, 01:53 0

Credit: DIGITIMES

This excerpt from DIGITIMES analyst Luke Lin's podcast covers two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment pledge.

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