th0mastan
2022-10-11
$Taiwan Semiconductor Manufacturing(TSM)$Semiconductor is definitely an essential in our daily lives and it will continue to grow in the long run. 


The sector was in hype in early 2021 when supply chain issues were in rage with the strong demand. That's when I was accumulatingthe share price at $100-120. However, the recent correction and impending recession has dropped by almost half. 

I will continue to accumulate shares either on a monthly or quarterly as it is a leader in semiconductor foundaries segment and it would take years for others to catch up.


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Comments

  • WalterD
    2022-10-11
    WalterD
    TSM is definitely an essential, would you increase it?
    • WalterDReplyth0mastan
      I think you just made a good porfolio and hope you can earn a lot
    • th0mastan
      Definitely will continue to accumulate, but i look at the semiconductor companies together with $NVIDIA Corp(NVDA)$ as a whole for my portfolio allocation
  • historyiong
    2022-10-11
    historyiong
    How long would you hold TSM?
    • th0mastan
      Will hold for 3-5 years at least
  • LWayne
    2022-10-11
    LWayne
    there is a cycle for overall semiconductor industry, worth have a look at it also.
  • DIMCO
    2022-10-11
    DIMCO
    $TSM this will be $60 tmrw
  • Ericdao
    2022-10-12
    Ericdao
    Essential but their production is reduced drastically with the economic war between US n China. Very bearish atm. Avoid
  • Maria_yy
    2022-10-14
    Maria_yy
    The semiconductor industry is in the midst of winter.
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