5 ms·
A resounding "no." The last time TSM was near fair value was mid-2020.
by andrewmcwatters 6y ago
A 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...