TSMC: Largest Contract Semiconductor…

Dec 17, 2024

TSMC is a global leader in semiconductor manufacturing, well-known for its advanced technology and focus on producing innovative chips for high-demand industries like AI and mobile computing.

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4 Comments

Luuk

Dec 17, 2024

thanks for the detailed analysis!!

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Dan

Dec 17, 2024

Thanks for your feedback too!

the geopol risk is existential

TSMC is a wonderful business. Nice break down here.

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TSMC: Largest Contract Semiconductor…