Tracy Ernest
01-13

$Taiwan Semiconductor Manufacturing(TSM)$

My view on the antitrust law risks faced by TSMC has changed. Originally, I thought the risk in this regard was not significant, but now I believe the risk is increasing.

The reason is that if Intel chooses to give up in the manufacturing field, the market pattern will be completely changed. Moreover, in another four to five years, TSMC's scale may be twice as large as it is now, and the importance of AI in five years will be incomparable to today!

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