$Taiwan Semiconductor Manufact

TSMC is making over 90% of the most advanced chips in the world. It is also the leader in Cowos packaging. Apple used to split its order between TSMC and Samsung. It is now 100% TSMC. Where is Intel in this space? It is non existent. Intel Lunar Lake, Arrow Lake and Gaudi 3 are all made by TSMC. Where is Intel 18A? It's still a big question mark. TSMC has no competition. Apple, Nvidia, Qualcomm, Broadcom, Intel and US military all depend on it. I see TSM to reach $250 in 2025.

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KienBoon
2024-12-16
KienBoon
Hope it can reach 250 by early 2025. Cheers.

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It is also the leader in Cowos packaging. Apple used to split its order between TSMC and Samsung. It is now 100% TSMC. Where is Intel in this space? It is non existent. Intel Lunar Lake, Arrow Lake and Gaudi 3 are all made by TSMC. Where is Intel 18A? It's still a big question mark. TSMC has no competition. Apple, Nvidia, Qualcomm, Broadcom, Intel and US military all depend on it. I see TSM to reach $250 in 2025.<img src=\"https://community-static.tradeup.com/news/82c879ec7667bebe6d843b0fa7c71833\" tg-width=\"185\" tg-height=\"272\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v>TSMC is making over 90% of the most advanced chips in the world. It is also the leader in Cowos packaging. Apple used to split its order between TSMC and Samsung. It is now 100% TSMC. Where is Intel in this space? It is non existent. Intel Lunar Lake, Arrow Lake and Gaudi 3 are all made by TSMC. Where is Intel 18A? It's still a big question mark. TSMC has no competition. Apple, Nvidia, Qualcomm, Broadcom, Intel and US military all depend on it. I see TSM to reach $250 in 2025.<img src=\"https://community-static.tradeup.com/news/82c879ec7667bebe6d843b0fa7c71833\" tg-width=\"185\" tg-height=\"272\"></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is making over 90% of the most advanced chips in the world. It is also the leader in Cowos packaging. Apple used to split its order between TSMC and Samsung. It is now 100% TSMC. Where is Intel in this space? It is non existent. Intel Lunar Lake, Arrow Lake and Gaudi 3 are all made by TSMC. Where is Intel 18A? It's still a big question mark. TSMC has no competition. Apple, Nvidia, Qualcomm, Broadcom, Intel and US military all depend on it. 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