Samlunch
07-21
$Taiwan Semiconductor Manufacturing(TSM)$ 


Invest in the Winner. 

Ignore the rest. 

This kind of market share is unassailable. 

They get the revenue > they get to splurge on capex and R&D > they stay the winner

The only reason there are still other players is because of legacy non-bleeding edge nodes that still have demand. These are deemed non-essential by TSMC and allowed to be competed against 


What's Your Buy-in Price For TSM After Earnings?
TSMC's earnings beat lofty analysts’ estimates on growing AI investments around the world. TSMC rose 4.17% in overnight trading but then lost as the semiconductor sector was hit. ------------- Can TSMC save the semi sector? What is your target price?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Aziq
    07-22
    Aziq

    Great article, would you like to share it?

  • AuntieAaA
    07-21
    AuntieAaA
    GOOD
Leave a comment
2
2