$Taiwan Semiconductor Manufacturing(TSM)$ TSMC’s numbers blew me away—over 50% gross margin and more than 40% net profit! And the craziest part? They’ve kept that up for years. That kind of performance is insane for a manufacturing company. It’s proof that when you’re at the top of your game in high-tech, the moat around your business is basically bulletproof.
Their dominance in the semiconductor industry is next level. No wonder everyone from $Apple(AAPL)$ to $NVIDIA Corp(NVDA)$ relies on them. It’s almost like they’ve created this fortress around their business that’s hard for anyone to break through.
I mean, how can competitors even come close when TSMC is running such a tight, profitable ship? Their ability to keep costs low and maintain this level of profitability is rare. It just reinforces the fact that investing in companies with this kind of moat is a no-brainer for the long haul.
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