$Taiwan Semiconductor Manufact

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$Taiwan Semiconductor Manufacturing(TSM)$ Due to the massive R&D and capital requirements required for production at the bleeding edge nodes, TSMC can be assured its barriers to entry continue to grow.The only player to manufacture all high-end chips designed by AAPL, NVDA, AMD, AVGO, QCOM and everyone else is TSM. Even Intel is using TSM for its highest end chips. I think there is not enough appreciation for how difficult manufacturing at the bleeding edge actually is. Manufacturing at scale.

The entire global semiconductor industry is going to be over $1 trillion by 2030, growing a 7 to 10% cagr. Most of the growth is going to come at the bleeding edge. TSM is not going to be suffering from excess capacity anytime soon.

TSM is the most important player, the most important company in the world. It single-handedly is responsible for providing the critical products that are driving the AI and Tech revolutions

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