Albatro
2022-02-03

$Taiwan Semiconductor Manufacturing(TSM)$

TSM has 3 things to prove to the market.
1. Revenue. Target at 25%yoy increase for this year. Will see if the Jan 22 revenue, to be announced in less than 2 weeks, will be more than NT $158.4B
2. 3nm nodes have confirmed customers. Now, no matter AAPL or iNTC are rumors but it will be just matter of time to announce.
3. Shortage of electricity inTaiwan can be solved.
My estimate of 2022 revenue will be NT 2 trillion. Hope my fellow bulls a great year of Tiger. Go TSM!!!

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