$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ I remain bullish on TSMC as well, just as I have since 2017. Anyone selling TSMC due to Intel receiving a $5 billion investment from Apollo is, in my opinion, misinformed about the semiconductor industry. TSMC's technological leadership and production capacity have positioned it as a critical player in the global semiconductor supply chain.

While Intel's investment might seem significant, it doesn't change the fundamental advantages that TSMC holds in terms of cutting-edge process technology and partnerships with major customers like Apple, NVIDIA, and AMD. TSMC's ability to deliver high-performance chips at scale is unmatched, and its continued investment in research and development ensures it stays ahead in innovation.

I believe TSMC will continue to thrive despite competitive pressures.

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