$Taiwan Semiconductor Manufact

TSMc is at the center of all things built on chips. At 7nm they took world leadership and enabled the world access to leading edge chips. At 5nm they extended it! At 3 nm they make chips for every major tech company and at 2nm it will be a repeat.

Look at their CAPEX investment and from that you can infer their revenue increase. Remember that all their prior investments in huge advanced capacity is still making chips and depreciation is going to 0 and margins from those nodes will explode!

blockade and demand access and cause a 30% pullback, yes but all those related companies will fall 50%, good buying before they come roaring back

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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