TSM: The King in the Semi

YumZoay
2024-10-12

$Taiwan Semiconductor Manufacturing(TSM)$ Once SP > $200, it goes to $250, then $300 bcuz the test run of 2nm at its Arizona plant was successful due to its capacity > 70%.

At this plant, $Taiwan Semiconductor Manufacturing(TSM)$ has the first customer of $Apple(AAPL)$ , then second $Advanced Micro Devices(AMD)$ and the third our stealth military customers, fourth Samsung, etc.

The sky is the limit for the next 18 months bcuz all products are booked by our customers. Not to say, there is no other foundry business in the world that can produce > 5 nm with higher and successful rate of chips. The reason is no competition bcuz Samsung (#2) and Intel (#3) can't mass produce their > 5 nm chips successfully in quality and quantity yet.

In fact, Samsung is TSM's customer now bcuz it can't produce high quality 2 nm chips yet but its smart phone department needs 2 nm chips now. If they are lucky, perhaps they can catch TSM regarding > 5 nm chips at least 3 or 5 years.

Wow! TSM will manufacture < 1 nm in mass production. Ask yourself who can stop TSM? Period....[Happy][Happy][Happy]

After AMD's New Low: Will the Rebound Continue?
Last week, HSBC analyst downgraded AMD from a “Buy” to a “Sell” rating while slashing his price target on shares from $200 to a Street-low of $110. AMD hit a new low of $114.41 yesterday, with its stock price returning to levels seen two years ago, but it closed up 1% afterward. Despite yesterday's chip ban, AMD rose against the trend. ----------------- Can this rebound momentum be sustained? What is your target price for AMD? Will you buy the dip on AMD or NVIDIA?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment