Taiwan Semiconductor: The Undisputed Leader

2022-08-22

Taiwan Semiconductor: The Undisputed Leader

Taiwan Semiconductor Manufacturing Company Limited ($Taiwan Semiconductor Manufacturing Co. Ltd.(TSMWF)$ )

TSMC leads all competitors in wafer processes and advanced packaging technologies, and the additional mega CAPEX projects will prove fruitful over the next 3 to 5 years.
Revenue contribution from the 5nm is expected to increase in the foreseeable future, but HPC remains the main growth driver in the long run.
The current inventory adjustment in the semiconductor space may take a few quarters, and it may last until 1H23 before inventory returns to a healthy level.
TSMC has demonstrated mastery in cutting-edge technology, and the stage is set for a smooth transition to 3-nm node manufacturing, as scheduled in 2H22. Over the next three years, the company will control over half of the world's advanced-node chip manufacturing capacity.

Resource: Seeking Alpha

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

Ah_Meng
2022-08-22
Ah_Meng
TSMC is indeed the leader of the industry for a long time. Thanks for sharing
GoodLuck88
2022-08-23
GoodLuck88
Thank you
bluesea520
2022-08-22
bluesea520
thanks for sharing
JeremyKok
2022-08-22
JeremyKok
thank you for sharing.
ee244c
2022-08-22
ee244c
The challenge by china is strong
sowtat
2022-08-22
sowtat
ok

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Ltd.(TSMWF)$</a> )<ul>\n <li>TSMC leads all competitors in wafer processes and advanced packaging technologies, and the additional mega CAPEX projects will prove fruitful over the next 3 to 5 years.</li>\n <li>Revenue contribution from the 5nm is expected to increase in the foreseeable future, but HPC remains the main growth driver in the long run.</li>\n <li>The current inventory adjustment in the semiconductor space may take a few quarters, and it may last until 1H23 before inventory returns to a healthy level.</li>\n <li>TSMC has demonstrated mastery in cutting-edge technology, and the stage is set for a smooth transition to 3-nm node manufacturing, as scheduled in 2H22. 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