$Taiwan Semiconductor Manufacturing(TSM)$
TSM is a beast and everyone needs to recognize it. $INTC is failing more & more each day. Samsung just lost out on their Google Pixel deal to TSMC. $AAPL releasing iPhone 16 with built-in AI. $TSM has phenomenal YoY revenue growth. Geopolitical risk? China can’t and won’t do anything war related. TSMC is expanding worldwide and they’re already showing promising results from the Arizona plant. Don’t forget about those Germany and Japan factories. The demand is there— Jensen Huang says so. He loves his TSMC team. The quality of chips being produced in Taiwan cannot be beat by its competitors. The list goes on. Companies want the best quality and they’ll pay whatever it takes to get it. (That’s why $TSM raised their prices and no one batted an eye).
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