TSM: gain more of a dominant position
$Taiwan Semiconductor Manufacturing(TSM)$
you have to trust the plan. They are making all the right relationships. It’s all part of their plan to stay on top. It’s not about crushing earnings they continue to gain more of a dominant position bringing more orders in by not overcharging for pure numbers. It’s a building game. Even if a company wanted to switch it would be extremely hard to compete.
$Intel(INTC)$ Intel already said its years away and outsourced to tsm. There is so much value in being in their position. Being the cutting edge in a time of rapid expansion is pretty much invaluable. They can do it better than everyone else. Their relationships will continue to grow on good practices and an unmatched lead. It’s getting harder to compete with them and in a game of rapid development and upfront limitations it’s hard to be against them long term. The need for their ability isn’t going away.
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