$Taiwan Semiconductor Manufact

TSMC is building multiple fabs in Japan also. Even Intel's upcoming Lunar Lake, Arrow Lake and Gaudi 3 depend on TSMC. TSMC is the most important company for the world economy. The US, Japan and NATO alliance will keep China away from Taiwan. I bought when Warren Buffet sold at $75. I am holding for $220+.

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Kerrisdale
09-02
Kerrisdale
True.. there's new wafer fabs up in the line, but to reach TSMC stage take years and huge investment

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