$Taiwan Semiconductor Manufact-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$

There was so much hype on NVDA from the recent craze about ChatGPT AI, which is understandable. NVDA's A100/H100 is used to trained 90-95% of the AI, and 1 of such chip is priced between 12-14k!

However, investors seems to forgot one interesting aspect of the buzz surrounding ChatGPT AI that has gone largely unnoticed: the crucial role played by TSMC! As the only foundry capable of producing highly advanced AI chips, such as Nvidia's A100/H100, TSMC holds a unique position in this AI market! Additionally, TSMC is one of a limited number of foundries capable of handling advanced packaging for AI chips, further emphasizing its importance in the field.

Not to mention, recent market rumour suggest that Google's TPU may shift to TSMC from Samsung as well! In this AI race, TSMC technology seems indispensable!

Dont be too affected by Buffett's selldown of TSMC, this company has strong potential!

AI hype begins to fade or just a temporary retreat?

Nvidia fell 3.7% yesterday; C3.ai fell 4.28%. Other chatgpt-concept stocks experienced declines to some extent. --------------------- Is AI hype beginning to fade or just a temporary retreat?

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Comments

YorkTurner
2023-02-18
YorkTurner
the market is forward looking, and the share prices of all semis will bounce back well before the turnaround. TSM is best in class, and has no serious competitors for now.
jeffry09
2023-02-18
jeffry09
TSM produces more than 90% of advance chips in the whole world, expending their production facilities in many countries, orders/demands = profits, good opportunity to buy more at this price.
YvetteGunther
2023-02-18
YvetteGunther
I believe Buffet made a mistake. He like Apple, but all the chips Apple using are from TSM.
XantheJuliana
2023-02-18
XantheJuliana
PE of 13......Wow, what a discount for the company that produces 50% of the world's chips.
Kaixiang
2023-02-17
Kaixiang
Agree! TSMC’s role in the semiconductor industry is a rock solid one
Bryan8786
2023-02-19
Bryan8786
👍

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He like Apple, but all the chips Apple using are from TSM.","text":"I believe Buffet made a mistake. He like Apple, but all the chips Apple using are from TSM.","html":"I believe Buffet made a mistake. 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TSMC’s role in the semiconductor industry is a rock solid one</span>","text":"<span class=\"s1\">Agree! TSMC’s role in the semiconductor industry is a rock solid one</span>","html":"<span class=\"s1\">Agree! 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