@floopi:
$Taiwan Semiconductor Manufacturing(TSM)$ hi everyone here. I would appreciate a conversation i.e. written replies rather than down ratings, to my earlier point on Taiwan's stable low inflation economy. Right now it seems that their coming financial year will be greatly boosted by a strong dollar and their inflation i.e. they can raise local prices to the same previous dollar value given their virtual monopoly. I see a much higher margin this year for them simply due to the fact that Taiwan is not experiencing rampant inflation i.e. their central bank is not increasing rates so raising business costs which are passed on to the consumer. Does anyone see this Fed policy as self defeating btw?