TSM: The King in the Semi

YumZoay
10-12

$Taiwan Semiconductor Manufacturing(TSM)$ Once SP > $200, it goes to $250, then $300 bcuz the test run of 2nm at its Arizona plant was successful due to its capacity > 70%.

At this plant, $Taiwan Semiconductor Manufacturing(TSM)$ has the first customer of $Apple(AAPL)$ , then second $Advanced Micro Devices(AMD)$ and the third our stealth military customers, fourth Samsung, etc.

The sky is the limit for the next 18 months bcuz all products are booked by our customers. Not to say, there is no other foundry business in the world that can produce > 5 nm with higher and successful rate of chips. The reason is no competition bcuz Samsung (#2) and Intel (#3) can't mass produce their > 5 nm chips successfully in quality and quantity yet.

In fact, Samsung is TSM's customer now bcuz it can't produce high quality 2 nm chips yet but its smart phone department needs 2 nm chips now. If they are lucky, perhaps they can catch TSM regarding > 5 nm chips at least 3 or 5 years.

Wow! TSM will manufacture < 1 nm in mass production. Ask yourself who can stop TSM? Period....[Happy][Happy][Happy]

AMD Guidance Misses: Will it Hit $130 This Time?
AMD's Q3 revenue grew by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted earnings per share came in at $0.92, in line with market expectations. However, the Q4 guidance fell short of expectations, dampening the enthusiasm surrounding AI chip demand. -------------------- What's your target price? Would you bottom AMD at $150 or lower prices? Will AMD drop to $130?
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