Investors diversify away from TSMC‑only AI thesis after company lifts 2030 market forecast

- Market note: coverage shows investors are diversifying away from a TSMC‑only AI thesis as AI spending broadens across foundry, memory, storage and data‑center infra. - Meiji Yasuda‑linked filings and market summaries cite TSMC raising its 2030 global semiconductor‑market forecast to more than $1.5 trillion. - For Sales Ops, that argues segmenting pipeline by selling motion (chip sale, design‑in, OEM insertion, ecosystem) with distinct forecast assumptions. (finance.yahoo.com) (taipeitimes.com)