3 ms·
They'd have to also compete with Apple, NVDA and AMD for those wafers. TSM is looking like a great investing opportunity.
by PartiallyTyped 6y ago
They'd have to also compete with Apple, NVDA and AMD for those wafers. TSM is looking like a great investing opportunity.
- culopatin 6y agoIt’s been going up since March. It was around 55 now at 136. Really nice returns.
- bluGill 6y agoBuy the rumor, sell the news. TSM was a great opportunity, is it still? I don't know the answer, but it is an important warning to keep in mind when making decisions.
- andrewmcwatters 6y agoA resounding "no." The last time TSM was near fair value was mid-2020.
- PartiallyTyped 6y agoWhy so? They have practically a monopoly as there is nobody that can actually compete, Samsung just isn't there, same for INTC's fabs, obviously. In addition, more and more AI/ML accelerator startups show up with even more need for wafers and ASML has 2 year old orders on the backlog (half of their EUV's machines last year went just to TSMC).
- bluGill 6y agoWe never know when intel or Samsung will catch up, or even get ahead. They have a monopoly today, but a little bit of luck on either part and that is gone...