$Taiwan Semiconductor Manufacturing(TSM)$
Short-term: I believes it’s likely TSMC’s best phase ever in terms of revenue, gross margin, and net profit, with strong guidance. Notes that TSMC is usually cautious, but signals strong demand for 2nm over 3nm, indicating a bullish outlook.
Mid-term: I thinks it depends on whether AI slows down. If AI cools, it could significantly affect TSMC’s revenue and margins. Currently optimistic about AI's trajectory.
Long-term: I believes overall semiconductor demand, driven by AI, robotics, and automotive, will see long-term growth. However, views the competition as a factor, noting $Samsung Electronics Co., Ltd.(SSNNF)$ ’s yield issues but acknowledging potential breakthroughs, and Intel’s 18A process as a potential long-term threat if they succeed in restructuring and process improvements.In the short term, I honestly think TSMC is in one of the best positions it's ever been. Their revenue, gross margin, and net profit are all top-notch, and the guidance they’ve given is super strong. Normally, TSMC is pretty conservative, but when they say demand for 2nm is even stronger than 3nm, that’s a huge bullish signal to me.
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