TSM: The King in the Semi
$Taiwan Semiconductor Manufacturing(TSM)$
At this plant, $Taiwan Semiconductor Manufacturing(TSM)$ has the first customer of $Apple(AAPL)$ , then second $Advanced Micro Devices(AMD)$ and the third our stealth military customers, fourth Samsung, etc.
The sky is the limit for the next 18 months bcuz all products are booked by our customers. Not to say, there is no other foundry business in the world that can produce > 5 nm with higher and successful rate of chips. The reason is no competition bcuz Samsung (#2) and Intel (#3) can't mass produce their > 5 nm chips successfully in quality and quantity yet.
In fact, Samsung is TSM's customer now bcuz it can't produce high quality 2 nm chips yet but its smart phone department needs 2 nm chips now. If they are lucky, perhaps they can catch TSM regarding > 5 nm chips at least 3 or 5 years.
Wow! TSM will manufacture < 1 nm in mass production. Ask yourself who can stop TSM? Period....[Happy][Happy][Happy]
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