$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ Ignore the noise. Fundamentals are solid and TSMC the true pick and shovel stock. It will prevail again and show its prowess in its next earnings.

Nvidia faulty chip is their design flaw not TSMC

Intel poor earnings is good news for TSMC

Overseas expansion and increased CAPEX will reinforce their moat

Tech improvement regardless of AI will always be required for Apple, Intel, AMD etc. to remain competitive. TSMC is just there to provide the platform for them.

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Comments

dropppie
08-12
dropppie
Great analysis! TSMC is truly the powerhouse behind many tech giants. [Strong][Like]

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