$Taiwan Semiconductor Manufacturing(TSM)$ The cyclical play might be out due to the easing of short term demand. However, semiconductors are definitely a key component for future growth. The demand will continue to grow and so is the overall pie.
The moat that TSM has built up over the years is not easily dethroned given that it will require huge R&D and capital investment to build the foundaries. Another key aspect is the supply chain that associated the production and delivery of chips. The chart will give you an overview of the sheer domaince of thecompany.
@Daily_Discussion (11/11) @TigerStars @CaptainTiger @MillionaireTiger
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