$Taiwan Semiconductor Manufacturing(TSM)$

all you shorties and INTC bag-holders need to realize that TSMC does not need NVDA to be successful (not that I think NVDA will go away anytime soon). it does not matter who develops the next big AI chip or another breakthrough chip design in next big thing b/c that company would need TSMC to manufacture its chips. fabs and manufacturing process are not something that could be had overnight. the closest thing to competition TSMC has is samsung, and yes intc is decades behind those.

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.

Report

Comment

  • Top
  • Latest
empty
No comments yet