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Taiwan Semiconductor Manufacturing

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Stock Market Today (as of Jan 13th, 2023)

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Taiwan Semiconductor (TSM) is up 12% after Warren Buffett’s Berkshire Hathaway revealed its new addition of 60 million shares of TSM worth $4.1 billion.

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TSM earnings Thursday.

Mentions

Jan calls for TSM, cause why not

Mentions:#TSM

Intel will be building all the high end chips for NVDA, AMD, etc. Even APPL will be back in a few years. Intel will be clipping so many tickets they'll need some new AI to get all them tickets clipped in an orderly fashion. "How can you say this, are you regarded?" Yes! Their new fabs are being built by the living ledgend Pat (cracks a massive fat) Gelsinger! He's the Michael Jordan of microprocessors, and's the reason Intel was no.1 in the first place. His trophy cabinet is full of historic, world changing inventions. Don't believe me, look it up! His new fabs gonna be fab as a muthafucker. When they up and running, TSM gonna be building replacement chips for beaten up vintage Toyota Hilux's, Samsung gonna be making brick phones for middle eastern terrorists, and everyone else gonna be crying themselves to sleep. What have TSM ever done? They've made chips that Pat invented go faster. That's it! And now Pat's back and he's pissed.

Mentions:#NVDA#AMD#TSM

!banbet TSM 69.00 30d

Mentions:#TSM

I got in on a few stocks recently.. DG, ALB, ULTA, and PFE. in total about 4% of my portfolio. I have around 9% cash in MMF in anticipation of any dips i see. Then I have a few stocks that have been sideways for more than a year now.. Will evaluate on the coming days if to sell or keep on holding. TSM, UNP, SCHD and GS.

Brokers like Fidelity or Schwab allow you to buy ADRs if you want to own foreign companies like TSM, ASML, etc

Mentions:#TSM#ASML

> Once Taiwan gets invaded by China TSM is fucked. lol.

Mentions:#TSM

Intel is building a foundry to take on TSM. NVIDIA already partnered with them and said their demo chips are great. Once Taiwan gets invaded by China TSM is fucked.

Mentions:#TSM

Nvidia buys its chips from TSM. Nvidia is really more a software/marketing company.

Mentions:#TSM

There’s no fucking way Nvidia is making flagship chips on Intel’s dogshit nodes, not until they improve. TSM is king. I cannot stress how important it is to not give up any reserved space you have on TSM.

Mentions:#TSM

Old Cathie may be salty, but NVDA kinda looks like an AI Bubble. NVDA is not in the Top 5 of semiconductor companies with the most revenue. But now with its huge market cap, NVDA can buy AVGO, AMD, INTC, QCOM, and MU, and still have some change left over. Now that's RICH... **Here are the top 5 largest semiconductor companies by revenue:** 1. Taiwan Semiconductor Manufacturing Co. Ltd. (TSM): Revenue (TTM): $71.66 billion 2. Intel Corp. (INTC): Revenue (TTM): $69.54 billion 3. Qualcomm Inc. (QCOM): Revenue (TTM): $42.10 billion 4. Broadcom Inc. (AVGO): Revenue (TTM): $33.20 billion 5. Micron Technology Inc. (MU): Revenue (TTM): $30.76 billion \*\*\* **NVIDIA’s revenue (TTM) is $26.974 billion** \*\*\* **Here are the largest semiconductor companies by market cap:** **Rank \*Company \*\* Market Cap** 1 NVIDIA (ticker: NVDA) - **$977.20 B** 2 TSMC (ticker: TSM) - $514.51 B 3 Samsung (ticker: 005930.KS-Korea) - $357.40 B 4 Broadcom (ticker: AVGO) - $331.68 B 5 ASML (ticker: ASML) - $287.15 B \*\*\*\* **US Semiconductor Companies by Market Cap** **Company \*\* Market Cap** Broadcom (ticker: AVGO) - $331.68 B AMD (ticker: AMD) - $193.08 B Intel (ticker: INTC) - $130.46 B QUALCOMM (ticker: QCOM) - $129.01 B Micron Technology (ticker: MU) - $75.86 B **Total $860.09B**

By long tail I mean really low strike price. If China does invade then TSM isn’t dropping a little it’s dropping a lot. As for expiration, I bought the longest dated options available. This is a mutliyear hold for me.

Mentions:#TSM

I thought TSM was already building in AZ https://www.google.com/amp/s/www.cnbc.com/amp/2022/12/06/tsmc-to-up-arizona-investment-to-40-billion-with-second-semiconductor-chip-plant.html

Mentions:#TSM#AZ

NVDA, TSM, MRVL, AMD All already had their run up. Maybe the top isn’t in yet, but by every metric they’re all outrageously priced. Put them on a favorites list and wait for a pull back. Check out SMH for an ETF that captures the entirety of the sector.

Chip designers or chip makers? TSM is making the chips that NVDA designs. They also producing the chips that META plans to design for their in house applications, and other companies as well. They have 60% of the chip production market share. The risk is on the design side - Nvda is hot now but if more and more companies go to in-house design to save on costs then that will damage nvda’s bottom line

Mentions:#TSM#NVDA

mine is TSM by far. im down $1200 in this stock from 2 years ago and it makes no sense with the arizona plant and semiconductor shortages. seems like its been literally just china FUD. and they pay out a very decent 1.39% dividend. If I wasnt diversifying I would have more of this one.

Mentions:#TSM

Agree with you but TSM will absolutely be swallowed I when China decides it’s time to consume Taiwan.

Mentions:#TSM

Lols seems like OP doesn’t have any idea why INTC is lagging in the first place. I think Jensen said what he said to give a jab to AMD as they are fighting for market share in the server space. AMD growing lead on this area is NVIDA biggest challenge. TSM is a giant that makes chips for everyone. It’s not going anywhere either. INTC is still playing catch up since AMD launched ryzen and they are still many steps behind in manufacturing. It will take many years more to HOPEFULLY come toe to toe again with AMD provided they don’t fuck it up along the way.

Mentions:#INTC#AMD#TSM

Did some whale come through or did this market cap affect everyone? Nvidia (NVDA), AMD, and Taiwan Semiconductor Manufacturing (TSM) all have the same exponential growth on May 24th and bump again on the 30th. This week, all 3 together the line chart is very similar.

Mentions:#NVDA#AMD#TSM

MU AMD TSM gonna drill so hard today. Just getting started

Mentions:#MU#AMD#TSM

Lmao based on what? NVIDIA just announced a partnership with Intel to have them make their chips for them so they don’t have to rely on TSM solely.

Mentions:#TSM

Intel just announced a partnership with NVIDIA for them to produce some of their chips for them to diversify away from TSM. Go long on calls 20 above strike 300-600 days out.

Mentions:#TSM

🤣 probably 80%. TSM is already ramping up capacity. NVDA is about to see explosive growth in the near term. I do think it’ll be a lot more temporary than the market does though. You only really need to use these chips to train the NN and AI so unless somebody develops a live model that learns in real time and has memory support, I don’t see NVDAs run being sustainable

Mentions:#TSM#NVDA#NN

Didn’t Buffett just walk away from TSM? Sounds familiar as Tesla with Soros and NVDA with Woods, allowing short players to close maybe?

Mentions:#TSM#NVDA

TSM has a P/E ratio of 15 while NVDA has a P/E ratio of 200. People only buy American stock, it's stupid.

Mentions:#TSM#NVDA

Here's my *tinfoil hat* theory. It is in Nvidia's interest to give the Chinese government the impression that Intel is a viable foundry replacement for TSM. Because if the Chinese believe that: 1. TSM is the only foundry capable of producing top-of-the-line GPUs. 2. NVIDIA is prohibited from selling the cutting edge GPUs to China. 3. Such GPUs are capable of giving the west an advantage in not just economics, but in warfare (e.g. weather system predictions), weapons (missile design and guidance), or cyber warfare. Then the conclusion is that they *MUST* attack Taiwan soon to stop the disparity. However, if China has the impression that Intel can somewhat replace TSM (not completely but even partially), then such an attack is less attractive as it would be like cutting 3 heads off a 5 head hydra. Also, I'm sure Nvidia would love for Intel to catch up. Even though Nvidia has a terrific relationship with TSM, having more foundries closer to home (and further away from Chinese missiles) is a net gain for Nvidia.

Mentions:#TSM

> 2 year wait-list. Given NVIDIA's close relationship with TSM, it's more likely going to be the other way around. Unless Intel can get their ass in gear of course. Which, for the sake of national security I damn well hope they do (but don't have high hopes).

Mentions:#TSM

I believe TSM will be a trillion $ company one day also. Every big company relies on them to manufacture their chips. $1 trillion market cap would be around $192 a share if no more shares issued.

Mentions:#TSM

Hard to say. However, it seems safe to bet on shovel manufacturers and sellers during a gold rush, and given the current hype cycle around AI, I’m putting my money on TSM. However - a word of caution - this is assuming that China doesn’t mess with Taiwan in the near future. If China decides to emulate Russia and invade Taiwan, all bets are off

Mentions:#TSM

I find it ridiculous that you get downvoted lol - probably people don't like mentioning of ETFs in /r/stocks (yes, they exist). Personally I'm in a very similar situation like yours, even my current profit magin is like yours. Only difference being that I own SMH but they are similar anyway. After pondering a lot, I decide not to sell, for a few reasons: 1. We who own an ETF with NVDA in it, should have a totally different mindset from people owning NVDA directly. For people who own NVDA it's truly their once in a life time to profit a ton from selling it. If NVDA truly popped, there is a chance that they may never get the same price ever again. For you and I however, the semiconductor sector is here to stay. There is no rush for us to sell it now, as even if NVDA popped, we may still have some profit (although lower) caused by the other holdings. 2. If we sell the ETF, we are not only selling that 10% of Nvidia, but also selling the other 90% of non-Nvidia holdings. We don't know whether AMD or ASML or TSM will have a spike tomorrow or next year, but if you sell the ETF, you will lose the potential gains from the other holdings. 3. My own strategy is to passively DCA and own ETFs on a long term including sector ETFs (like a riskier boglehead), exploiting the strategy of 'time in the market' to the max. I also believe that semiconductor, however volitate the industry is, is a great long-term investment - I believe that even in the event that NVDA becomes the next Intel, the sector is still here to stay. If I decide to sell it now, it will create the first crack in my own strategy and belief, and may even tempt myself to go into riskier endavor. I prefer to have bit more principle and patience. 4. I have no use of extra cash right now, nor any good idea where to invest the profit anyway. Finally, in your case, you may have tax problems if you sell too. So that's my own thought. Also to consider: people are enthusiastic because they can sell them at 100~200% of profit, so it's way more important for them rather than our measly 25% of profit lol.

TSM, cloud providers.

Mentions:#TSM

There is no corroborating evidence that big tech has placed or will place big orders for chips from anyone. If they excluded multi billion dollar quarterly chip purchases in their own guidance, that would be outrageous. The back end producers such as TSM have likewise not shown any increase in orders, only a decrease. Who is buying the multi billion dollars of chips nvidia claims it’ll sell in this quarter ? Who is building all the chips ?

Mentions:#TSM

And NVDA is dependent on TSM which is in turn entirely dependent on ASML

If you look at an [exchange fund](https://www.investopedia.com/terms/e/exchange-fund.asp), you can essentially invest in non-Google stock by paying with your Google stock, and thus you aren't selling your stock and there are no capital gains to pay taxes on. I think this is likely one idea a financial advisor would suggest. This doesn't answer or negate the question as to whether or not Google is a better investment than other choices, especially depending on what the other stuff in an exchange fund is, and how it is managed and what say you have in its holdings. But it's definitely a way to diversify and there are certainly other tech stocks that have good growth opportunities and also have a quasi-monopoly on something, like Google does with search/ads (e.g. MSFT, NVDA, TSM, ASML).

Why you think Papa Warren sold all his TSM? You think he's buying NVDA? No F'in way

Mentions:#TSM#NVDA

when TSM sneezes NVDA catches the flu. The 4060(Ti) is a ripoff.

Mentions:#TSM#NVDA

They got fined for making similar claims over Crypto and made the exact same “$1 trillion opportunity” claim about the Metaverse 12 months ago. Their chip supplier, TSM, said demand is down. And big tech revenue is down pretty dramatically on a YoY basis, especially when you adjust for inflation. Although not sure what that has to do with making up numbers around AI.

Mentions:#TSM

I think the Intel play is that if something happens to TSM there are not that many other options.

Mentions:#TSM

The comment below hits it good. But TSM is my top holding in semis and the index itself is better imo.

Mentions:#TSM

Look at the charts of AMD vs NVDA - they are moving together because of their involvement in AI. Chip companies that mention AI in their presentions jump 10% in value almost overnight. Right now the chip sector is the strongest in the market and AMD and NVDA are on the top of the momentum list. Anyone who has been short either of these stocks recently has lost a lot of money. Other chip stocks that are in a strong bull run: MU, AVGO, TSM. I am currently long both AMD and NVDA using a momentum trading system on auto. When these stocks run out of gas, my system will pull me out of them, but for now I remain long. INTC is lagging the pack.

Damn TSM calls are cheap. 125c for August is only $1.12 premium.

Mentions:#TSM

With the current multiples on all the big ones - NVDA, MSFT, AMZN, GOOGL, TSM the premium is already priced in. The AI upside is already factored in. If you want that alpha look elsewhere!

If you're looking for the power of Theta, then I guess you jump into NVDA, but remember NVDA doesn't make their own chips, so you can TSM picking up on a delayed factor. Another one that blew up for me is FN. Totally sold calls the day before after it bounced on no news....then went higher the following day....I have shares, but it's not the same.

Mentions:#NVDA#TSM#FN

best tech stocks for leaps? I’m considering TSM & PLTR

Mentions:#TSM#PLTR

You do realize AMD outsources their chip manufacturing to TSM and they’re TSM’s second biggest customer after Apple, right? AMD made the decision to go fabless years ago and the decision is linked to their explosive growth (amongst many other reasons).

Mentions:#AMD#TSM

Their biggest customer, Samsung, just took a shit on the last earnings. Apple taking some more market cap, Google designing their own chips with Samsung, and soon TSM, market is shrinking. I held it until their Q4 report. Horrid report. And it hasn't gotten better

Mentions:#TSM

Some guesses: - TSM makes many types of semiconductors, so they could still see declining revenue from all the non-AI related chips? - This could just be a one time insane guidance increase and growth then cool back down relatively quickly - It could be partly inventory drawdowns - Lags in orders filtering through

Mentions:#TSM

What do you think of the bear case NVDA lied about their guidance? Just saw The Maverick of Wall Street's video. Im bullish but he gives good bearish hot takes. One of his claims is that if NVDA was really having such an increase in demand TSM their supplier would have mentioned it in their guidance. Instead TSM guided for a decline in revenue. As did ASML and other companies in the sector.

Buy SPY (or even VT). If AI is truly transformative, the increase in productivity will benefit most large companies. If not you keep up with the market. Trying to pick individual winners at this stage is just degenerate gambling - the obvious "shovel" choices (ASML, TSM, NVDA, AMD) are already all pricing in a huge AI bull run. _Maybe_ AMZN or GOOG have some upside left in them, on the back of in-house hardware designs, cloud services, and DeepMind, but I wouldn't bet on it. INTC is fucked in the short term but they might turn it around with a hail mary product like AMD did with Zen. Again I would not bet on it. At the other end of the spectrum, it's too early to pick from the AI-only companies like C3. Eventually ML systems will get super complex and probably proprietary, like cloud infrastructure did, and winners will emerge, but for now the technology is moving so fast there's no way to tell who will retain an advantage. Any large company or investor can put a team together with a couple million dollars and be less than a year or two behind.

Again, TSM just buys the machines from the Dutch…… anyone in the world can build chips, they just need money and permission from the US.

Mentions:#TSM

Laughable. They are a generation behind anyone. TSM is the only game. That's why up.

Mentions:#TSM

They’re not investing $100B into American foundries. A large portion of that is going to TSM. (Also it’s $50. And they’re thinking $15B of it may be TSMs) The other part, again, is going to Intel. Which is laughable 😂. Intels not going to turn around and be the most advanced foundry in the world, even w US gov cash Like. Literally the government already agreed with me, which is why they’re funding foreign companies to build here. They don’t have faith in Intel. It’s very clear ur an INTC bag holder

Mentions:#TSM#INTC

Same man. I went there and learned all about it (accidentally. Just met some ex employees there at a wedding). Got fascinated with the whole geo history as well as process stuff Hyped it up for months to my friends and family but they were all like “dude you lost so much money last year. don’t do it” This was *before* GPT AI mania and buffet tsm mania Haha dammit. Oh well. Started averaging in in December still got some stuff. For the future of AI tho we’re still super early. And they’re only at PE 16 (nvidias at 200+ earnings). Altho it will take some American military statement to get TSM trading at true growth multiplier

Mentions:#TSM

So your thesis is that US will big dick ASML into cutting off TSM and supporting American foundries? And moreover that an American foundry will pop up which has the most advanced node? INTC??? 😂 😂 😂 there are no American foundries. In the words of Logan Roy: “They are not serious people” The only real one that will be up and running is… Taiwan semiconductor , even if they somehow divert all the EUV machines to US soil, profits will still all be reaped by TSMC

Good job! I love TSM, wish I loaded the boat last year but I went deep into Meta. I still have my original 9 shares from a while back I bought to track the company. Maybe those shares will make me rich.

Mentions:#TSM

My only investment is in TSM actually. One step ahead of you haha

Mentions:#TSM

I think you wrote a dumb comment AMD does not seem to moon in line with NVDA AMD DOES moon in line with NVDA. The current market structure/dynamic is based on baskets of stocks moving together. The idea of my comment is that you have an edge understanding that TSM, AMD etc. (heck even MSFT, AAPL, GOOGL) will moon if NVDA moons. I believe that AMD will give back at least 8% of its 20% gains (just picking numbers out of my ass), while NVDA will flatline - if not also give back a portion of its gains. I think NVDA $405 (4% up move from here) is unlikely. And, even if NVDA goes up another 4%, AMD will not. AMD will diverge because of fundamentals.

Again, and again, it doesn't matter if Taiwan doesn't get invaded. Your investment is overvalued, by 100%. Which you saw in the previous crash. THAT is the value it should be, that has any basis. > Literally no way tsm amd and nvda throw their entire home country under the bus. Which again, doesn't matter. It will be the US that decided that. TSM isn't in control of the chips. They are COMPLETELY reliant on ASML. And we dutch are completely subject to the US, listening to their every whim.

Mentions:#TSM#ASML

Well, had you jumped in before they just popped 12 percent in a day, that might be a nice suggestion. Problem is, all you have to do is hear one story about how China is doing some military exercises in the South Chinese seas and then TSM will be back in the mid 80's. I personally wouldn't buy it right here. You're a day late and a dollar short

Mentions:#TSM

This would be a good play. Alongside with NVDA TSM and maybe ARM once they go public.

Mentions:#NVDA#TSM

Man you are going to lose all your money. Don’t you see that TSM is being incredibly overvalued right now? The correct valuation is they one it had in 2021. It has now jumped for no reason. There doesn’t even have to be a war for your investment to fail.

Mentions:#TSM

Lol okay. Well, if you’re so confident, that’s what betting is for. Put your money where your mouth is I’m insanely long TSM. You can take the opposite. Then we’ll see who’s right in 10 years !RemindMe 10 years

Mentions:#TSM

They really really don’t have a choice. TSM doesn’t make the machines, the Netherlands does. And as you saw, the US decided our actions. There is no negotiation of any kind, that isn’t necessary. Taiwans continued existence is due to the US allowing it to exist due to their aid. If they at any point decide otherwise, they won’t.

Mentions:#TSM

SMH is an ETF that includes NVDA, AMD, TSM, INTC, ASML, etc.

There’s no way that they put 2nm and below in the US Taiwan will be destroyed if that happens. TSM is not gonna agree to doing that no matter what posturing happens 😂 imagine thinking Intel or anything poses enough threat to their foundry business that they’d be forced to negotiate that

Mentions:#TSM

MSFT and TSM and you're set. Both fairly valued.

Mentions:#MSFT#TSM

Well okay this point may applies to TSM but not to ASML. But if China invades Taiwan we probably have other worries than our shares.

Mentions:#TSM#ASML

Let's rate their recommendations: * Microsoft Corp. (MSFT) - A+, effectively the owner of OpenAI, very good choice * Meta Platforms Inc. (META) - B-, Meta actually is low-key doing a ton of great AI work from a technical perspective, but it's not their business, and they are unlikely to profit off of the rise of AI * ASML Holding NV (ASML) - C, they're definitely a relevant company though I'm not sure that AI will propel their growth by any significant fashion * Micron Technology (MU) - C-, it's a tech company but not really relevant * IBM (IBM) - C-, same as above * Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) - B, they're extremely relevant for NVDA et. al. but again, AI will not supercharge their growth * Salesforce (CRM) - D, Salesforce might make use of AI effectively in the future to make huge gains in sales productivity, but it seems unlikely * Splunk (SPLK) - D-, this is not the way to invest in AI at all. The last two I would categorize as AI hallucination to be honest rather than a real recommendation

I agree, may be an unpopular opinion and TSM is building US factories ... but if the mainland Chinese decide to overrun Taiwan, there is a lot of risk there.

Mentions:#TSM

They are absolutely lying. They buy their chips from TSM, and they guided down because of weak demand. Jensen’s didn’t even bother using different numbers from his Metaverse claim.

Mentions:#TSM

Good point, although IP of Foxconn is incomparable to that of TSM and ASML. But what I meant is that it might be hard to predict which of the industries will take off but the base layer remains predictable

Mentions:#IP#TSM#ASML

There is a big difference here. Nearly anybody with a huge workforce can build a smartphone but there are very little companies which are able to build the newest chips. Thats why ASML and TSM are good bets for the future for sure. Just my opinion.

Mentions:#ASML#TSM

Apple doesnt make iPhones, Foxconn does. Compare Apple stock to Foxconn stock over the last 10 years. Dont bother buying TSM/AMSL. Also, AMD and NVDA will peak before the AI service companies (GOOGL, MSFT ..) start their run. Im all in NVDA + AMD until next year, then will rotate to AI products/services.

MSFT, AMD and if you don't think China will start WW3 by invading Taiwan then TSM

They don't have factories. They are at the mercy of TSM.

Mentions:#TSM

TSM baby. My favorite company I’ve been only slowly going in tho. Got super burned in 2021 so averaging in very slowly (unfortunate given it’s almost up 100% since last September when I got super interested in it) Still tho. We’re early. Trading at 16 PE and the single most important company in tech What doesn’t make sense is how everyone discounts it due to geo risk, but NVDA gets 100% of chips from them and is therefore also completely exposed to the same geo risk == 220 PE. Lol

Mentions:#TSM#NVDA
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Also, all companies will work to make things more efficient to drive down costs too. I think, if any company deserves the hype more, it's probably TSM. They're nearly 3x the revenue and 3x the net income at half the market cap of NVDA, and they're the ones manufacturing the actual chips. NVDA will do great, but having the market share of 3D graphics card during the crypto boom didn't skyrocket them anywhere near the top in revenue. It's just the nature of their particular market. NVDA's product isn't AI, it's hardware. Apple, Microsoft, Google, OpenAI, Mid-Journey, and so on will be the companies that sell AI products.

Mentions:#TSM#NVDA
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Datacentres don't need an infinite number of GPUs to run the pre-trained models. The $1 trillion projection Jensen did was pure bullshit. No semi company should have software tech PEs as they cannot grow exponentially while keeping their costs linear. Especially a company like NVDA which is at the mercy of TSM.

Mentions:#NVDA#TSM

You do realize that if TSMC blows up then so does Nvidia right? Nvidia doesn’t “make” chips they design them, and there are only two companies in the world with leading node fabrication processes: TSMC and Samsung. And Samsung doesn’t work with third party designers the way TSMC does. But I also bought cheap long tail puts on TSM just in case.

Mentions:#TSM

AAPL>>>>> MCD >> AI, LLY, AMZN Bought tons of AAPL 20 years ago when I started making real money. MCD is fantastic long term hold. Currently riding AI and LLY. Sold TSM after jump and bought not flashy USB.

NVDA bottomed around $120 in October of 2022. Tension with China were escalating, FED was raising rates and Pelosi made a dangerous visit to Taiwan further escalating tensions. Some were talking about blowing up the factories to make sure China doesn't take control. China-Taiwan is still a big issue for the stock as TSM supplies NVDA with the chips NVDA designs. TSM is building facilities in Arizona but its only in the early construction phase. All things considered AI, the stock has potential just not at its current level $390 per share, $900Billion and $11B of quarterly revenue.

Mentions:#NVDA#TSM

Nvidia doesn't make chips. TSM make their chips.

Mentions:#TSM

NVDA and AMD are not manufacturers. They are fabless chip design companies who have foundries (namely TSM) do the manufacturing. There are very key differences around capital investments there.

Mentions:#NVDA#AMD#TSM

Jump into TSM that makes chips for nvdia

Mentions:#TSM
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