$Taiwan Semiconductor Manufact

2021-07-16

$Taiwan Semiconductor Manufacturing(TSM)$Semicon sector has been positive on the shortage story for a long time. This could mark the end of the run. At least in the short term. No positive story goes on forever.

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Comments

AcidIce
2021-07-20
AcidIce
But strangely there's no pricing power for TSMC. It's a sitting duck waiting to be shot. Or if the materials spike in pricing, it will continue to eat into profits, it should continue to drop.
- WinnerSG:
  Well said
koolgal
2021-07-17
koolgal
But I like the good story to go on forever. Still TSM is a market leader and long runway to go!
- WinnerSG:
  In the long run yes. In the short run, just be careful.
- WinnerSG:
  [笑哭]
dotdot112
2021-07-17
dotdot112
[Strong]

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