$Taiwan Semiconductor Manufacturing(TSM)$ All Intel Lunar Lake processors are made by TSMC. The high end Arrow Lake processors are also made by TSMC. In other words, TSMC has no competition. Nvidia $NVIDIA Corp(NVDA)$ , Apple $Apple(AAPL)$ , Qualcomm $Qualcomm(QCOM)$ , AMD $Advanced Micro Devices(AMD)$ , Intel $Intel(INTC)$ , Google $Alphabet(GOOG)$ , AMZN $Amazon.com(AMZN)$ , and DOD all depend on TSMC. TSM will be at least $200 by end of year.
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