$Taiwan Semiconductor Manufacturing(TSM)$
I think what makes $TSM really stand out: they thrive regardless of which companies win market share.
Take AI for example:
TSMC manufactures every top-end $NVDA & $AMD chip.
They manufacture AI chips for $AMZN and $META as well.
They own manufacturing for $AAPL who integrates AI into their semiconductors.
They're also exposed to autonomous driving, IoT, the metaverse.
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