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Inside TSMC’s Three Extreme Capacity Plays — and How It Helped Shape Cerebras

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Liang-rong Chen

Inside TSMC’s Three Extreme Capacity Plays — and How It Helped Shape Cerebras Liang-rong Chen Tech Taiwan May 22, 2026 ∙ Paid 13 2 Share The prospectus has just been filed for what could become the largest IPO in human history: SpaceX. But what I want to talk about today is another newly filed prospectus — this one from Chinese DRAM maker CXMT (長鑫存儲) in Hefei, which is preparing to list on Shanghai’s STAR Market. The filing revealed staggering numbers. After posting losses during the same period last year, CXMT reported net profit of RMB 33 billion in the first quarter of this year — more than

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Inside TSMC’s Three Extreme Capacity Plays — and How It Helped Shape Cerebras

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