$Taiwan Semiconductor Manufacturing(TSM)$
TSMc is at the center of all things built on chips. At 7nm they took world leadership and enabled the world access to leading edge chips. At 5nm they extended it! At 3 nm they make chips for every major tech company and at 2nm it will be a repeat.
Look at their CAPEX investment and from that you can infer their revenue increase. Remember that all their prior investments in huge advanced capacity is still making chips and depreciation is going to 0 and margins from those nodes will explode!
blockade and demand access and cause a 30% pullback, yes but all those related companies will fall 50%, good buying before they come roaring back
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
