$Taiwan Semiconductor Manufacturing(TSM)$
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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