TSMthin
Product & demand
Receipts
They sit at the center of the global semiconductor production. The more advanced computing the world needs, the more important leading-edge manufacturing becomes... But, there are also some major risks. One of them being geopolitics because so much of the advanced chip manufactur
— Chip Stock Investor, at 0:06
Watch video ↗No timestamp available in this export.Chip fab capacity is absolutely maxed out and that has been quite the benefit to Taiwan Semiconductor Manufacturing TSMC, but there are some new risks emerging that we should break down.
— Chip Stock Investor
Where creators push back
Watch video ↗No timestamp available in this export.Think Nvidia or Taiwan Semiconductor Manufacturing. They can essentially tell their customers what things cost, and the customers pay that money. That pricing power means incredible profitability over time. In good years, they soar, in bad years, they stay profitable. Those are t
— Chip Stock Investor