1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM.
2. I'd think there is at least another 25% worth of upside in this stock.
3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.
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