TSM looks like average up

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TSM looks like average up

$Taiwan Semiconductor Manufacturing(TSM)$ Noteworthy that $Intel(INTC)$ has reported significant losses in its foundry unit. Simply more evidence that TSM is the class act among chip manufacturers, and hype about the "Chips Act" enhancing domestic chip production is not going to change that.

Fear of significant US based competition should not impact the price paid for these shares. The market for advanced chips, where TSM seems to have near monopoly power, will be the decisive factor.

Wanted to average down but looks like I might have to average up, given the future of AI and its demands

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