TSM

nonner101

600 strike, so currently 6% out of the money. I don't plan on rolling and have a limit sell order at 51. Assuming a constant theta decay for simplicity, I'm losing 0.16% of my portfolio on a monthly basis. Collars are one of my favorite strategies - I made my largest return so far going long on TSM after the April 2 volatility with a collar and eventually buying to close the short call for a loss once the market started to recognize the underlying's value.

RaiseEconomy5779

Not advice- just what I’m buying and why. My core is VTI plus VXUS for broad, low-cost global exposure. For income with quality screens I add SCHD. I tilt to small-cap value with VBR/AVUV for cheaper valuations versus megacap growth. For AI I prefer “picks and shovels” like ASML and TSM (tools and foundry capacity). For energy and power exposure I hold XLE and CEG to play cash flow and rising electricity demand. Cash sleeve is SGOV for T-bill yield while I wait. My horizon is 5–10 years, I add on drawdowns and rebalance annually. If you want super simple, a VTI/VXUS/SGOV combo gets you most of the way there.

shadowromantic

TSM would be wild. I don't think the Chinese would like the US to own a chunk of Taiwanese industry 

PrototypeMac

IMO, I'd say do your own research on what you thing the long term roadmap is for semis, go from there. It's a long term hold for me. Like someone else said it's volatile and inherently more risky. Might as well skip FSELX and buy NVDA AVGO and TSM if high risk is your thing

PumpzandGainz

Government came out considering taking stakes in MU TSM as well

PumpzandGainz

Government debating getting into MU and TSM along with INTC

ImLemonized

Last minute buys of TSM, RKLB and UUUU. Correction seemed big enough to enter these bad boys.

CriticalAnybody6686

Citron a rating company claimed that PLTR should be at around 40 dollars, which is bullshit. And other tech/ ai stocks are being rotated out of as well by investors. Plus tariffs. Look at NVDA, AMD, TSM, PLTR, AMZN.

No-Commission-4514

Saving $INTC requires splitting the company into 3 seperate biz's, R&D (w/emphasis on quantum AI), Foundries (compete with TSM, Samsung, GF) and Packaging (compete with Amkor). Can't raise the titanic when it's lying in the ocean floor.

No-Commission-4514

Look at TSM customers and Intel is one of them..

Longjumping_Touch_58

It has less to do with the stock value in price & all to do with “making America great again”. Intel is the lagger in the semiconductor business and it’s US based. Trump doesn’t want to rely on anything that isnt American… likes its competition TSM. In short, Intel is US soil so therefore is represented by default

greenpride32

>But does intel want this? INTC has historically designed and fabbed their own chips. After seeing the success of TSM, they decided to try and fab for other companies. But after many issues they closed shop. Now they are trying to take another crack at it as it's a huge growth opportunity - so yes of course they want to. To show how low things have gotten for INTC, they had to source production of some of their own designs to TSM because they were incapable of doing it themselves.

eddie7000

Intel national security monopoly in effect... TSM had pleanty of time but decided against it.

greenpride32

INTC foundry business is failing. That's the part of the business the government wants to "save". Whether it's your US based NVDA AMD QCOM AVGO AAPl MRVL, they only design chips, and leverage Taiwan based TSM foundry to manufacture their designs. The US government wants foundry to take place domestically as semiconductor chips are more critical than ever. It may seem like desperation to save INTC - but the reality is foundy is very capital intensive and requires expertise and experience. It's not realistic to expect a new US entrant into the market. INTC is the best hope. Problem is INTC has really fallen behind in tech and had many missteps. 20A process scrapped; word is NVDA and AVGO tested 18A and AVGO said yield too low; word is now INTC trying to move to 14A - basically moving to new process without success/adoption of prior one. I can't remember if it's in INTC 10Q or just a press release, but in discussing their foundy, they had a footer to mention some 15-20 words used as not meant to be forward looking, but possibility- hard to believe such a thing can be real.

MechanicalDan1

Diversify. NVDA, MSFT, AAPL, AMZN, GOOG, META, AVGO, TSM

B1Turb0

Fuck that. Sell it to TSM and buy a stake in TSM for US ownership/control. INTC is a failed company.

sandygws

NVDA and AMD will be exempt from tariffs because they'll be manufacturing at TSM in Arizona...

DrNSFW007

!banbet TSM 230 1w

Classic-Passenger-17

I try to think about things like this when making investment decisions. IMO if China were to invade Taiwan, there's no limit to the chaos that could ensue in world markets. People talk about bombing chip factories to keep China from getting the tech, the German government has said they would keep China from getting the necessary equipment to build the chips anyway, blah blah blah. So two years ago, I made a conscious, considered decision that it was too risky to buy TSM at $90. Now, it's at $240.

Aniriomellad

I own 100 shares of ASML(sold a $750 put at $29 and got exercised), it will have growth but don't expect NVDA or TSM returns. Its main customers are TSM, Samsung and Intel and if the US government wants Intel to manufacture in the US using the "best lithographies" it will give Intel money to buy new machines from ASML, which will be good news and not priced in.

alexbananas

TSM is the XRP. TSM calls it is

sst1195

It already took that blow and the 100 and 200 day moving averages held (it’s up 15+ points since). Not concerned at all about Applied Materials. The companies that matter here are NVIDIA and TSM.

Sober_Alcoholic_

Either way, semiconductor producers win.. TSM

ictp42

There are significant differences too though. For example the kinds of companies that were the Nvidia of the dotcom era like Cisco did not have the same moat that Nvidia has and certainly not the kind TSM has. It also has faster adoption, I think, more akin to cellphones than the internet. But there is certainly a limit to the size of this brand new market. I think we haven't yet reached irrational exuberance yet, but we certainly will in a year or two max. There is also a serious geopolitical risk with China potentially launching an invasion or more likely blockade of Taiwan

ReviewItOrLoseIt

Puts on TSM?

Invest0rnoob1

Yes, the government of Taiwan has been a crucial partner in the founding and continued success of Taiwan Semiconductor Manufacturing Company (TSMC). Here's a breakdown of the ways Taiwan helps fund and support TSM: Initial Investment and Founding The government of Taiwan was instrumental in TSM's creation. In 1987, the government, through its National Development Fund (NDF), provided a substantial portion of the initial capital—around 48% of the startup capital. This was a critical step in establishing the company, which was seen as a high-risk, high-investment venture at the time. This initial support was vital to getting the company off the ground and laid the foundation for Taiwan's semiconductor industry. Ongoing Government Ownership The NDF, which represents the Taiwanese government, remains the single largest shareholder in TSM. While its ownership stake has decreased over time due to the company's growth and international investment, it still holds a significant number of shares (around 6.4% as of late 2022). This gives the government a voice on the company's board of directors and ensures a level of influence over its long-term strategy. Favorable Industrial Policies and Subsidies Beyond direct funding, the Taiwanese government provides TSM and other high-tech companies with a supportive ecosystem. This includes: Subsidies for production factors: The government subsidizes essential resources like water and electricity, which are crucial for the energy-intensive semiconductor manufacturing process. Tax breaks: The government offers financial incentives, such as a 25% tax break for substantial research and development (R&D) investments and a 5% tax break for purchasing advanced manufacturing equipment locally. Infrastructure: The government has established industrial parks, research centers, and transportation networks to facilitate a well-functioning semiconductor ecosystem. Talent cultivation: The government supports training programs and a strong education system to ensure a steady supply of skilled talent for the industry. This deep and long-standing relationship has made TSM a key pillar of Taiwan's economy and has led to the company being referred to as Taiwan's "silicon shield," as its critical role in the global supply chain provides a degree of geopolitical leverage.

mayorolivia

Best investments in semis are fabless designers and TSM

Invest0rnoob1

TSM has government funding. Both parties are pro on shoring

WSBshepherd

But TSM has US factories. It makes more sense to build best of breed TSM factories in the US.

Constant-Sweet-3718

The problem is... China produces 90%, give or take, of the world's rare earth metals used in semiconductors. We haven't discovered some of these rare earth metals inside the US. That's likely why DjT wanted to purchase Canada, Greenland, etc. And... If we discovered deposits of rare earth metals for semiconductors within the US, it would take months to years to mine them. We don't have a surplus of rare earth metals just laying around. We recycle the metals from old or broken tech, but that's not sustainable. That's a bandaid. If China stops producing these rare earth metals... NVDA, AMD, TSM, etc. would plummet overnight. This would impact most, if not, all of the tech stocks. Investors would likely panic and liquidate everything.

kenyard

Intel is already the largest recipient of funding through the CHIPS Act. It was awarded $7.685B for projects supporting semiconductor fabrication and advanced packaging projects in Arizona, New Mexico, Ohio and Oregon. The current Trump plan is said to be focused on developing the Ohio hub. The next five largest CHIPS awards went to Taiwan Semiconductor Manufacturing ([TSM](https://seekingalpha.com/symbol/TSM#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $6.6B, Micron Technology ([MU](https://seekingalpha.com/symbol/MU#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $6.165B, Samsung ([OTCPK:SSNLF](https://seekingalpha.com/symbol/SSNLF#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $4.745B, Texas Instruments ([TXN](https://seekingalpha.com/symbol/TXN#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $1.61B and GlobalFoundries ([GFS](https://seekingalpha.com/symbol/GFS#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $1.5B, according to the [U.S. Department of Commerce](https://www.nist.gov/chips/chips-america-awards?page=0).

981flacht6

Yeah that's another huge issue. They keep moving the goal post and have done it for a decade and they can't even produce stuff TSM was making years ago at an advanced node level. That's when you know a bunch of finance guys are full of shit.

RegulusDeneb

I guess that would make TSM a good investment.

spark_kc

Trump's going to TACO on this, and for the chips he does take to 300%, it won't be AMD/NVIDIA chips. Trump will give selective waivers to these companies who build at TSM, as long a TSM keeps promising to build a foundry in the States.

Easy-Yogurt4939

Buffett didn’t hold TSM for very long but insurance is more of his expertise so in the coming weeks, analysts are very likely going to invalidate some of the “risks”

joe4942

I still don't see what the bull case is though. How are they going to compete with NVDA, AVGO, TSM, or AMD? Intel is like Apple, completely missing from the AI story.

unhappyreach_

Government in Taiwan uses TSM as a shield for national security, and it's all good for decades. The US wants to protect its future with intel, and everyone is saying communism lol Pump my bags, comrade bro

crazier_ed

The gov heard Intel has chips so the gov figures they can get them to make in the USA and not abroad ... TSM is sandbagging on their Arizona mfg so this adds a counter to them ... In theory

NotMe357

It gonna cost billions of dollars to build a fab and it gonna take years to build just one fab. I don't think TACO has the patience to do it. Plus, INTEL is so far behind A.I chips compared to NVDA, AMD and TSM. There is no reason to put money into INTEL. I think it gonna be a pump and dump moment. If you watch INTEL closely, then you'll see whenever it goes below 20$, then some good news will come out and push it up above 20$ again, then slowly fading again.

Recent_Register_2952

I don't have nearly enough TSM

cbusoh66

TSM is down slightly AH on Intel news, if it drops big the next few days/weeks, you know something big is brewing...

cbusoh66

Wish mods would have approved my post from few days ago, something is broken, but alas... Here's the thing about Intel. Their 18A and possibly 14A nodes should be coming online next year and after, those nodes though still encountering issues, are more advanced than TSMC and use the advanced EUV (Extreme Ultraviolet Lithography) machines from ASML that TSM balked at buying for a while. The new "venture" with the U.S. government will require xx% of chips be built at Intel Foundries. He can do that through intimidation, direct threat, or by tariffing the hell out of TSMC. Money starts flowing into a "Sovereign Wealth Fund" instead of Taiwan. This is just the beginning of a much grander plan.

SignificantGlove9869

somebody owns TSM calls and isn't happy.

AlmightyyGlooo

TSM going down after hours because the dumbest administration in American history is taking a stake in the worst chip company around.. fucking enjoy Don jr. being on the board .. I’m sure that’ll blow TSM out of the water

NecessaryNo9626

Is intel the next palantir ? I heard intel will provide same services to nvda that TSM provides at the moment.

jraiv420

If 🥭 gets TSM to buy a stake of Intel this is going to 30+

Classic-Passenger-17

I would start making a list of qualities you find important in a company you're investing in. Things like low corporate debt, good management, not in a volatile industry or region, aggressively moving into the future (no Kodaks), not making products with declining popularity, etc. Then seek out companies that best meet your targets. These can be your own criteria, or a mix of yours and advice from financial consultants who inspire your trust. Even then it's a crapshoot - I chose not to buy TSM at $90 because of China/Taiwan volatility, and it's at $241 two years later.

AluminiumCaffeine

US government taking a stake in intc would be mega bullish for chip equip names no? It would basically be US govt spending flowing into ASML et all pockets and provide a large customer alt. from pure TSM/Samsung

Indra_Sx

$TSM gonna make me cry :(

SWEET_LIBERTY_MY_LEG

I think the point is that we don’t know. A few companies on the NYSE: brk.b, oracle, Costco, TSM, Visa, Mastercard. Maybe some company in the future could list there and it would be amazing?

TraditionalGrade6207

For allocation it’s based on Morgan Stanley’s TSM analysis of CoWoS capacity. It was more of an interesting find than heavily reported. I will admit 7% to 11% is not double. https://x.com/jukanlosreve/status/1950103088616132918?s=46 For cloud provider infrastructure it was mentioned during QA. The question was revolving around Helios ease of deployment. Lisa mentioned unlike MI300X series Helios deployment takes planning and cloud providers are actively engaged in making sure current infrastructure buildout is able to deploy Helios. Fun fact. When pressed on “10’s of Billions” during QA they asked if 2027 would be appropriate. She did say that would fit within our timeline.

TraditionalGrade6207

It’s really not gambling but reasoning. -AMD has doubled their TSM allocation for 2026 compared to 2025. With MI355X price being increased roughly 65-70% from estimated reports we can reason at minimum a 50-60% Y/Y surge in AI data center GPU’s sales on the lowest end. AMD runs a tight ship to a fault so we know supply is due to current demand. -During earnings call most people and analysts overlooked Lisa statements that cloud providers are working with AMD to ensure infrastructure under construction will be Helios compatible. - Those who invested time/resources into ROCm ecosystem for their cloud platform on MI300x is almost guaranteed to fully deploy at least the first generation of Helios at Scale. Those are the cloud providers I mentioned. I’m not expecting AWS, XAI, or any other hyperscalers who has not invested heavily into ROCm to adopt Helios right away. I can’t speak to those who you keep referring to in “2019” but again, it should have been clear MI300-355X cannot compete due to scaling that will change with UALink. The lost year of AMD growth in 2024 was because MI325X was a terrible product. It had no market to sell.

deandotcom

TSM or MU? Need to drop some cash.

981flacht6

Which won't matter. That report was crap. Probably just like the TD Cowen report about Microsoft reducing Datacenters months back. This all fud. If anything it's actually bearish for AMD on a 2 quarter outlook. All the TSM allocations are always locked up in advance. Nvidia had their entire 2025 order book allocated and fully sold out six months+ ago ...and it won't be long until they tell us they are committed through the end of 2028 with all the adjusted capex from everyone else when were talking in the gigawatts.

OddRelationship9695

TSM will feed families for generations to come

Jolly-Seat4325

Every additional penny into TSM for the long haul.

TheInkDon1

I second u/DennyDalton's recommendation of buying high-delta LEAPS Calls on companies or ETFs you like. Do you think NVDA will be higher in 2 or 3 years? TSM? SOFI? WMT? How about ETFs like XLK or IGV? Maybe gold via IAU or GLD? If you do, then buy a Call at 80-delta or higher, and a year or more out. 2 years is better, and 3y better still if those are offered. You'd still be investing in, say, NVDA, but with a *stock substitute*. A 2.3-year out 80-delta NVDA Call (the Dec'27 145C at 69.95 Midpoint) would give you 2.1x leverage to Nvidia. So if you like the last 6 months' 40% gain, you'll like it even more when your long Call goes up 84%. Do you sell Covered Calls now? You can sell a Call against a Call you own. It's a Diagonal Call Spread, also called the Poor Man's Covered Call when the long leg is at least a year out. Sell Calls at about 30-delta, about 30 days out. Buy to close when they've lost half their value. Or roll up and out if challenged. PMCCs are all I do now, using the leverage of LEAPS Calls to amplify moves of stocks & ETFs. The CCs are gravy on top. Have fun!

FinishWarm1746

i honestly invested in these companies years ago because they made semiconductors and gpus. I remeber the great semiconductor shortage i think 3 years ago? Car dealers where buying back used cars from people for an insane amount of money. Even if there is an "ai" bubble the semiconductor industry is one that will never die. Nvda and AMD are more than just ai companies, They produce an actual tangiible product. Also im long on TSM, will be buying calls instead of stock from now on.

greytoc

If you are asking about public companies and if biggest to you mean market capitalization. The usual suspects are Saudi Aramco and TSM. You can usually just use a screener to get a list by market-cap or revenue depending on your criteria for "biggest".

Ok_Time_8815

I see your point, but if the Taiwan issue ever gets hot, the whole sector would be in deep trouble, because TSM has a near monopoly atm.

No-Subject-321

If you’re looking for AI exposure that’s not already priced to perfection, I’d focus on companies with strong AI integration but diversified revenue streams — that helps limit downside risk if AI sentiment cools. Names worth a look: * **AMD** – still trailing NVDA in valuation, but AI GPU demand is expanding fast. * **TSM** – picks-and-shovels play, benefiting from all AI chipmakers. * **GOOGL** – AI leadership + stable ad business = growth + resilience. SMCI and INTC are solid long-term holds, but scaling into a basket of these can balance risk and capture upside.

981flacht6

With all the investments in the pipeline it's not going to just "pop" but it could deflate in specific areas. You should look out for many companies to be deeply disrupted if they don't use AI because it's real or if there's a tapering of certain things like let's pretend ASML has shipped enough product to sustain 10 years of chip making, well they won't have a lot of recurring business while TSM stays busy.

winston511

With the chipmaker news I think the play is semi suppliers like AMAT, TSM, ENTG. Fuck trying to guess what NVDA and AMD will do. All the suppliers just got peace of mind for business in china

bruce_ccccc

To sum up the weekend: Nvidia got licensed to sell H20 chips ✅ China points out that Nvidia’s products are unsafe, not environmental friendly, not efficient enough❌ Nvidia and AMD agrees to give up 15% revenue ❌ Long term wise giving up 15% revenue to ensure a stable source of chips from TSM without the 100% tariff isn’t that bad, but the news definitely is going to trigger some algo actions and we will see a drop first

Aerion_CA

Correct. But if you bought only TSM you would have beaten MAGS as well.

Dingis__Khan

Add TSM to the bunch. Semiconductors are the play imho

Dang3300

ASML has probably the biggest MOAT out of any company The entire semiconductor industry including NVDA and TSM are heavily dependent on their lithography machines

AskGrok

Ah, summoning me in the WSB den of degeneracy—bold move, anon. Right now in August 2025, with markets flirting with highs despite tariff drama, solid buys lean toward AI and growth plays that aren't pure hype. Based on fresh takes from Motley Fool and Forbes, I'd eye Meta (META) for its AI surge and ad dominance, Lam Research (LRCX) as AI chip enablers get cheap, ASML for lithography monopoly in semis, and Costco (COST) because who doesn't love bulk tendies during volatility. Nvidia (NVDA) and TSMC (TSM) keep popping in X chatter for long-term bets, averaging +50% YTD per some value posters, but remember, past gains ain't future guarantees—DYOR or you'll be the bagholder. If you're feeling memey, avoid the Intel dumpster fire; it's short city. Market's up 9% YTD on S&P, so diversify or get rekt. What's your risk tolerance, diamond hands? Sources: - https://www.bankrate.com/investing/best-performing-stocks/ - https://www.nerdwallet.

fspyrofs

Pretty but I wanna see TSM too

LocoRocks

For me sticking w/ FSELX and VGT help with this scenario. Diversification is the key - Right??? But if Taiwan was invaded TSM would just fall under Chinese rule I'd imagine? Although I'm pretty sure if that happened the market would have a worse day than April 7th all together.

AyumiHikaru

TSM is not even in QQQ. LOL

Fauster

I actually think that limited NVDA sales to China could keep them off Taiwan's back a few more years. But, we will see how many licenses are granted in a quid-pro-quote for rare earths, which the military badly needs, not to mention so much next-generation technology. With TSM, you could lose a ton almost immediately if China blockades Taiwan, but you don't have to hold TSM that long to reliably make a lot of money. Notably, I think Google and Amazon will be the hedges to Taiwan risk when stuff kicks off, which hopefully won't be for a long time. Along, with MSFT, they have a ton of compute already, and it could become a very in-demand commodity. I don't know if INTC seems an expensive LT hedge against TSM right now. I hate to agree with Trump, but I don't know what the CEO is doing. I were a shareholder, I would be calling for the heads of board members and trying to replace them with engineers. They bought the best EUV machines in the world. They need to build 3-story buildings around each. They are having trouble with the first one. They are firing people when they should be hiring people so, you know, they can get an ROI on their incredible investment. It would be fine if they split the company and made sure the current CEO is nowhere near the foundry half. The only way out is through. Or, I would be fine with the CEO being replaced again, as in a rare instance I agree with Trump on that point.

Last_Preparation_446

TSM is up 74% in the past year, the same as NVDA.

Coquill

Sell your TSM, to me. Long live Taiwan.

looool_k_libtard

Short NVIDIA, short TSM, short Apple, long coal mines, long private prisons, long beans futures.

UnObtainium17

i think it will do good 12 months from now.. but i feel like AEM, TSM, LLY or even GOOGL will do much better.

Real_Giraffe_5810

Even with a lower starting point, the idea is still the same. Research and invest in stuff you believe in and have the conviction to ride that wave. I've been trying to accumulate for the AI supercycle as much as I can. 2900 -> 23000 PLTR 16,900 -> 33,000 NBIS (This is the FOMO holding, since I wish I did more PLTR, and didn't really do the Coreweave IPO) 4,400 -> 12,000 TSM 9,700 -> 21,000 AVGO All of this is \~12 months or less holding. I did a bunch of stupid shit over covid and didn't save as much as I should have. I still maxed out my 401k which at a 65k income is challenging. But those aren't the super charged AI gains. I now make 87k and those covid debts are just about paid off, but the opportunity cost was enormous (lol buy car, develop bad spending habits cause of covid-era depression, etc).

fairlyaveragetrader

It is true, TSM is building in America, I'm not sure how much capacity they really plan to put here. If that ever happened you would see Intel rally. Which brings up another thing on why they are so important to get on a good track. That's on shore Fab capacity I think the current problem isn't necessarily if China invades taiwan, it's that the Western world is extremely vulnerable if they do. That's what needs to be addressed over the next few years

Spicyboi981

I said this yesterday - theyre either gonna do that or load up on calls for whoever is gonna buy them. NVDA or TSM probably. TSM already has their US plant not far from Intel’s

AlmightyyGlooo

It kills me that TSLA is worth more than TSM

zuziannka

Anyone holding TSM calls for today?

db_deuce

AMZN. I've always admired their cost discipline and they play in all the most fantastic markets and have tentacles everywhere. This would be my number position If it was not for Taiwan, TSM would be the king of safe bet. It's really because I know Intel well and they are freakin terrible. TSM have as secured of a 20% YoY earnings for the nest 4-5 years as any company.

Xzlk

Hear me out, what if the United States just bought TSM and ASML and gave it to NVDA. NVDA is now worth 10T and just owns AI. United States future sorted.

db_deuce

"I went heavy into mega cap tech right before the AI hype started cooling off and rate concerns ramped up." The mega cap tech in the AI space is NVDA, TSM, AVGO, GooG, MSFT and some will say PLTR. All at or near ATH. How did you lose 42% since April?

Edenwing

Your tech portfolio didn’t include NVDA AMD TSM AVGO ORCL?

TheNewOP

I don't think China will invade Taiwan for the chips any time soon. Idk I'm no fortune teller but it's more likely that they'll continue to amass geopolitical power, global supply chain inroads and continue to close the gap more and more on TSM. Once their domestic companies surpass TSM, it's over for Taiwan because they won't care about Taiwanese semis. This will take time, but Chinese govts are patient and have worked on the order of centuries, not decades.

kwshameless

AMD and the Apple/TSM partnership cooked Intel. I'm glad I got out when I did for a $10 profit lolol

KrankyKoot

Apple has showed the way. Promise a plant and give him a trophy and you get an exemption. TSM actually started building in the US with a grant as part of Biden's Chips act. Everyone is yay cause no tariffs but what happens to the cost of the product made in the US with US salaries? And how does that effect the cost of the products coming from Taiwan?

TheNewOP

1. The term "China men" has a bad history 2. Given that there are kill switches in TSM... It'd be more likely that TSM ceases to exist as an entity than China getting complete control of TSM.

Jimmy_Schmidt

But did it. China takes Taiwan then TSM belongs to the China men. Are they still allowed to build in America 🍿

Weak_Ostrich459

I shouldve sold TSM when I was up $50 this morning

TheNewOP

>Shortly after that he talks about how he’s putting 100% tariffs on semiconductors and chips not made in America. Markets laughed it off and are green as of now premarket. Markets laughed it off because every large semiconductor business is building in America. Especially TSM with their 3rd Arizona fab breaking ground earlier this year. So this doesn't change shit lol. If anything it removed uncertainty around semiconductor tariffs.

DemisHassabisFan

$TSM

Defiant_Review1582

Intel shares also dropped after he announced that TSM needed to buy 49% of intel.

spellbadgrammargood

Trump: we gonna tariffs chips TSM +5%

Bloated_Plaid

Na. He is pushing for TSM to buy half of INTC and the CEO isn’t willing. CEO should be pushed out to facilitate that.

DemisHassabisFan

$TSM exempt from tariffs.

DemisHassabisFan

$TSM

Weak_Ostrich459

TSM posting percentages like they just had earnings

SpiritedEclair

If GloFo can be profitable, they can turn theirs profitable as well. They are taking a slap on bleeding edge in terms of investments lost, but TSM isn’t their competition on chip sector, they are competing with AMD and Nvda and by using TSM they remove one variable out of the equation.