$Taiwan Semiconductor Manufacturing(TSM)$Near term should continue to be weak with a couple of headwinds. The most recent one is the export ban of chips to China, to try to restrict their ability to make weapons or high-tech equipment that can invade others. There's also the slowdown among fabless players that could spill over and hurt TSM revenues, but I heard even so, TSM pricing power is amazing. If you want to cancel your H2 2022 order now due to lower sales on your end, TSM will put you at the last priority in 2023 when the demand is likely to pickup and you need chips badly. I do think the up coming earnings will be good for TSM, in that we shd still see double digit revenue growth, but that it shd decelerate.
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