$Taiwan Semiconductor Manufacturing(TSM)$ Future Intel foundries will not get business critical designs from AMD or Nvidia for fear of information leaking to Intel's design group. AMD went to Samsung and ended up going back to TSMC in disgrace because Samsung could not execute high level technology, so TSMC remains the leader in the semiconductor industry. Now the question is where to put the money. ASML takes TSMC, TSMC takes AMD, Nvidia and others. Then TSM has the advantage of winning AMD and Nvidia customers by the way. Who makes the most money in the next semiconductor cycle? What is the safest bet? In my opinion, TSMC is certainly the best answer.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments