6 ms·
What's the "next TSMC" (as an investor?)
by person_of_color 6y ago
What's the "next TSMC" (as an investor?)
- trixie_ 6y agoXSD is a good ETF for semis
- hydroreadsstuff 6y agoI would look at the smaller Chinese (not SMIC) ones. Without looking I'd guess they are already highly valued. I have no idea though how long it could take to overtake TSMC/Intel/Samsung.
- ipnon 6y agoTSMC is just beginning to reap the rewards of its market dominance. Samsung is a similarly promising investment, but they are listed in South Korea, which is normally inaccessible to Western investors. If you're convinced of TSMC I'd also look into shorting Intel. That bird has flown.