Last night I was chatting with some friends about TSM and looking at it as a long term hold and I wanted to hear what everyone else thinks TSM is still the clear king of pure foundry especially in advanced nodes like 5nm and 3nm where basically no one can really touch them Demand from high performance computing and data centers is pushing it forward like a rocket and big customers like Apple Nvidia and AMD rely on its advanced chips almost as much as Chicago folks rely on deep dish pizza they just cannot live without it Overall I lean more toward holding it long term rather than playing short term trades That said industry cycles capex pressure and geopolitical issues are still potential bombs to keep an eye on Curious to hear thoughts on those risks or on valuation not just people yelling buy
Posted by stapleswf
4 Comments
Value investing
It’s obvious that tsm is a great company and probably underrated. The discount comes from geopolitical risks. China could invade Taiwan anytime and your total investment would be lost.
Punctuation please…
I would advise looking into their financial statements and learning about the semi industry, instead of using your weird pizza heuristic and leaning on shallow media coverage of the company because all they know about is capex spend and geopolitical risk.