I am long TSM until at least $170

MyrnaNorth
04-08

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC engineers were back at work within 24 hours of the massive earthquakes in Taiwan. They were busy fixing the damages caused by the earthquake. Most of the machines were back online within a few days. That's impressive dedication to getting the work done.

$Intel(INTC)$ will never catch up to TSMC. If anything, I think the technogy gap will widen. $Apple(AAPL)$ $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Qualcomm(QCOM)$ and even Intel are dependent on TSMC.

No one can beat TSM at pure play foundry. Samsung is ahead of Intel and still has struggled to catch up to TSM in several years.

Hold on to your TSM shares to at least $170.

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