richegg
10-04

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC (TSM) looks pretty solid. They have strong demand for their advanced 3nm tech and are seeing good growth in AI and high-performance computing sectors. Risks include potential overcapacity and geopolitical tensions impacting their supply chain. Also, rising electricity costs could affect profit margins. Long-term, their investments in new fabs and cutting-edge tech make them a promising play...

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