pjekn
2023-11-14

$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Apple(AAPL)$

I think what makes $TSM really stand out: they thrive regardless of which companies win market share.

Take AI for example:

TSMC manufactures every top-end $NVDA & $AMD chip.

They manufacture AI chips for $AMZN and $META as well.

They own manufacturing for $AAPL who integrates AI into their semiconductors.

They're also exposed to autonomous driving, IoT, the metaverse.

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