$Taiwan Semiconductor Manufacturing(TSM)$
The profit margin of 51% is the indication that TSM has the price setting power and moats. The increase of revenue and net income are only at the beginning of the AI boom.
$Taiwan Semiconductor Manufacturing(TSM)$
The profit margin of 51% is the indication that TSM has the price setting power and moats. The increase of revenue and net income are only at the beginning of the AI boom.
Comments