$Taiwan Semiconductor Manufacturing(TSM)$
But yeah, the other side of the coin is a bit rough. The analog and memory markets are really struggling right now—almost feels like a hangover from the last tech boom. It’s tough to watch that side take a hit, but I believe TSMC has the resilience to weather this storm. They’ve been innovators for so long, they know how to pivot and adapt.
In the end, I’m optimistic. As long as they keep riding the wave of AI advancements and push the envelope on innovation, they’ll not only survive but thrive. I can’t wait to see what they come up with next!
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