To The Moon

Even China want to use AI chips produced locally, it still need more chips than they can produce. Nobody can take the risk to slow down AI development, the country leading in the AI domain will dominate the world in the future. 

I am from Taiwan, TSMC say this is a fake news. Someone need TSMC price go down and make money next quarter. 

Fake bews

This is news deliberately released by the ruling party for the sake of political struggle, because the opposition party wants to investigate the ruling party's corruption in government funds. It will not affect investment in Taiwan's technology industry at all. It is purely news released by political struggles.

Samsung will be the next Intel. 

$台積電(TSM)$  The market is crazy and short-sighted. The moat owned by TSM is a battleground in international regional politics. With such a deep moat, almost all the chips required for the future industrial revolution come from this company. TSM will eventually become a multinational enterprise. In order to avoid regional risks, it will invest and set up factories in all major countries. At present, the major shareholders are almost all capital from Europe, the United States, Japan and Taiwan, and are not just local companies in Taiwan. If Intel is willing to spin off the factory, maybe TSM can jointly establish a US branch with Intel, just like TSM did in Japan, establishing a joint venture with Japanese large compani

ridiculous...

$台積電(TSM)$ I will be buying TSMC after this bullish correction. It is a key hub for artificial intelligence, electric vehicles and consumer electronics manufacturing.

Nvidia has another adventage, it is Nvidia's software platform for AI/computer vision applications. It is hard to evaluate. 

459 based on PE