$Taiwan Semiconductor Manufacturing(TSM)$ From where I stand, TSMC is still underappreciated and undervalued, but it seems most investors are already quite confident in it. The key is just to have a well-balanced portfolio.
The recent price hike announcement looks more like a move to maintain margins rather than anything more significant. TSMC will handle its own business, as the saying goes. Honestly, the only one who might feel the pinch here is Apple. If their new iPhone sells well and they need rush orders like before, they'll have to pay the surcharge regardless.
Come to think of it, maybe Jensen Huang too. He's clearly a big supporter of TSMC and probably wouldn't mind paying extra if he needs more capacity.
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