Does anyone have any opinions on if this is a good investment?
Given the recent AI boom everyone is focused on big players such as NVIDIA and AMD, but they are both supplied heavily by TSM for their chips. I don’t see much competition for TSM given they are so far advanced ahead of any American or Chinese competitor, and given the only increase in demand for AI technology, I don’t see how they wouldn’t grow.
Yes the stock is expensive right now, but given the growth opportunity I would argue there is still plenty of room for expansion.
Yes, China is a threat, but something tells me that China would not dare suffer the economic sanctions western nations would impose if they made a move in Taiwan.
Trump has said he would likely put tariffs on the Taiwan semiconductor industry in order to grow domestic production, but still with tariffs, I don’t see big players switching to alternatives, as the gap between TSM and alternatives is very large.
Any thoughts on TSM as an investment?
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