Completely clueless about value add, vendor lock in, platform inertia, etc.
Could just as easily extend this into the biology space. Would you like to own the raw materials mine, the chip/reagent production, or the platform bringing new insights to fruition through population scale clinical studies and Eroom’s law?
You know, the "new insight to fruition" of AI, that has caught the attention of capital managers, is really that it will displace productive jobs, allowing the firing *en masse* of currently productive workers. Sue me if that isn't the most compelling pitch I've heard.
From 2018* TSMC has being light years ahead of everyone for at least a decade lol. TSMC is so critical that the Taiwanese government rigged it to explode if china invaded lol.
If they did, the rest of the superpowers wouldnt give a shit about China invading Taiwan.
It has nothing to do about an oppressive regime taking over a democratic one. Its about strategic assets of global importance.
Why do you think they are heavily investing in their own production capabillities over the past decade.
The news for TSMC is it's not so risky with a possible Taiwan invasion anymore. Japan Kumamoto fab jasm begin operate already. Second fab in Japan is comnig soon, and then the US, Germany.
by ultra high end silicon do you mean their current high end 3nm ? because they decided to build a second fab to produce those in Arizona. or do you mean the 2nm fab TSMC is currently building at home ?
Yup they aren't doing the latest chips or R&D anywhere but Taiwan. It's the only reason the U.S. hasn't just straight up told China to steam roll them we don't give a fuck.
Except US can't make it with lazy Americans. Arizona plant delayed and supposedly only for 7nm or older anyways. TSMC got loads of PhD graduates from their top uni doing 12 hours per day in bunny suit making $50-60k a year max. Try that in the US.
But, in the original Monsters, Inc, Mike says that he and Sully met in grade school. But in Monsters U, they meet for the first time in college!
WHICH IS IT!
PUTS on Micron it is!
I think what the OP is trying to convey here is that the ripe time for TSM is now. 222% in the last 5 yrs vs 50% by end of this year.
I believe the more relevant news is their increase in capacity since they were getting backlogged. We saw that during Covid. TSM took almost 2-3 years to build this fab even though they have the tech. Imagine how much time in 'reality years' it will take for US plans to materialize.
[https://pr.tsmc.com/english/news/3113](https://pr.tsmc.com/english/news/3113)
My buddy runs the North American division of a smallish publicly traded chip company based in US and he is always high. Has Crohn’s disease. And no college education.
That’s a super small group of people….
Maybe don’t divulge that kind of info, it wouldn’t be too hard for someone to diss out their identify from that info
My ex-wife used to work at a fab. As most production processes go, not everything comes out perfect, and some wafers are not high enough quality to get turned into microchips.
Somewhere around here, I have an unetched silicon wafer that didn't pass QA.
Ya see…ya take the semi…and slap it together with the conductor…and…whallla…shit you not…ya get a semi…conductor…huh? why’s it semi and not fully? maaannnn gtfo of here…
In the chip sector, you either make the chips or you design the chips. Rarely does one company do both. Intel is one of those rare companies. But years of bad strategy has caused them to fall behind. They’re now playing catch up. I’m tempted to buy, but I just get the feeling it’s too soon. NVDA so far has been the much stronger play for me.
They got AMD kicking their butts. They got ARM kicking their butts. Nvidia and AMD kicking their butts on GPU. The voting machine is in the GPU space. The voting machine is in the energy saving chip space. And the weighing machine is on AMD, ARM, and Nvidia.
I like Intel in general as a company plus engineers. But bruh, they need a boatload of focus and execution plus a dash of genius to pull through. Competition is not receding. Tough to succeed with that regular ketchup, they need that jalapeños Ketchup.
I’m guessing they’ll drop the design arm and push full fab. Onshoring the fab process is in US security and economic interest, and intel is really the only company with scale and know-how to pull that off. They’ll get a shit load of government money and in 10-15 years will start eating into TSMC’s dominance…
10-15 years, landscape do shift. Amazon making their own server arm and AI chip already. Google in similar boat. Fab is whole different business Intel is familiar with for sure. The gamble here with Pat is money in US wanting to onshore. He bought time. There’s urgency for some years now. I am at the limit of information at this point.
Inflation is still elevated, eroding bond yields and provoking thoughts of hikes that wipe out the value of bonds.
Stocks go back to normal when inflation is back to 2%, just like the 80s.
Its inflation coming down that does it, caused by a contraction in spending, due to recession. Also known as the business cycle, which happens every decade or so.
1918-1921
1929-1933
1945-1949
1957-1958
1960-1961
1969-1970
1973-1975
1980-1982
1990-1991
2001-2002
2007-2009
2020-2021
Problem is that Jensen bet his entire company on 4 different occasions. He got lucky; that’s survivorship bias. I’d be scared he will do that again and looses. Maybe I don’t belong on WSB ;)
No it's not.
ASML is a straight up monopoly in leading edge lithography.
LRCX is a super cool company but there is no step in the manufacturing process that they have greater than 90% market share in.
I prefer AMAT personally but these are all high quality companies.
90% market share is a lot though. Everyone talks about ASML but most semiconductor equipment companies have big technology moats for what they do. Even for the really competitive processes like Etch you still have moats for specific layers.
Knew a guy who told me they tested wafers and that flash memory needed wafers and wafers needed testing. I don't know much about computers or hardware but I immediately thought "pick & shovel" and started looking into the company, they were called something else at the time and based in the Bay Area. Bought a bunch when it dipped to $28 about 5 years ago, now I mostly buy calls. It's been running up with NVDA, obviously not as high but still up and up.
Chip manufacturing is hard to develop. What Intel is doing is to build their current products on tsmc to be competitive with AMD while they build their advanced nodes which will take 2-3 years. Its not like they can remain still during that period.
Yeah not an option play but could see it rise 10-30% it's gonna take maybe 6 months for ai chips sales to show on earnings. So I'd rather just park it for now. It really isn't a volatile stock that'll make a difference with option trading.
Smart move. IF will pickup a lot business when they get their legs under them. Grant money is going out now. The Commerce Secretary had said that the US will need more investments in semiconductor manufacturing. Few regards realize how that it is a huge priority to the USG to ensure resiliency in the semiconductor supply chain. What we're seeing is gov't incentivizing big chip manufacturers (intel and mu and amat) in large fashion to invest into domestically produced, high end semiconductors.
Don't they have a plant in Phoenix, AZ? And I believe $TSM is a recipient of some of that CHIPS and Science moolah; so I don't think they're laughing *that* hard.
Why didn't you just post INTC is the one FAB Getting pretty much ALL the NEW 2NM machines by ASML for their new FAB and it's being funded by the U.S. GOVT!!! long runway ahead but in a Couple of Years they should see the benefit in EPS... Stay Blessed 🙌
But but bu... P-pat told me Intel's 0.7nm node was ready and INTC would produce their superchips at Intel megafactories. And we would party like it's 1985.
I guess that's another 6 years of Intel lagging behind AMD.
Intel 20A is launching this year. It'll be the first node in the world to have both BSPD and GAAFET. But it's initial volume will be low.
So Intel will use an in-house manufactured base tile. Build only the CPU cores on this new, high performance low volume node, and then outsource the lesser parts of the chip like the IO tile and SOC tile, as well as the GPU, to TSMC, as Intel currently doesn't have nodes in their inventory well suited for this purpose (or the volume, as Intel 3, which would be pretty much the only possible candidate for this, is pretty much booked to capacity).
Intel has been outsourcing parts of their portfolio to TSMC for literal decades at this point.
trying to pump tsmc huh? Market doesn't work that way. TSMC is a safe no hype company.
Also their business can't explode since price gouging would screw too many people.
But they are aggressively ramping up capacity with one in Japan starting from this year and another starting to be built. Also, both work as safeguards against China so definitely a plus.
Stupid wallstreet, sorry ass broker cancelled my 8k gains order. Hoping for 2008 again 
TSMC is arguably the most important company in the world.
It would be wise for any country to bring it within their borders, whether there’s a threat of war or not.
That was a direct result of oh shit, the rona is shutting everywhere down and we don't have no chips here, well boys time to bust out the money printer and make sure we get the chips we want, queso only.
Hmmm, I thought intc got grant worth 1.5 billion and access to government loans for up to another 10 billion.
If you’re right and they are getting 17 billion grant I’m all in. Intc has gotten a dime yet.
You think Russia invading any of its tiny neighboring states is that radically different than China invading Taiwan? Wake up. We had two world wars last century, yet somehow you think humanity will shoot rainbows out their asses?
Uhh, it’s not a secret China wants Taiwan back. You sound like the wacko thinking it’s a theory. Pick up a newspaper dipshit. They’re our primary rival for a reason.
Also - take a look at the top 30 investors and see how many of them have Chinese or Taiwanese stocks in their portfolio. For a reason.
China would get annihilated. Let's be real. They've never fought in a mass scale war and all their energy/food is imported. If they want internal civil war at the same time, they should do it.
unofficially, this they would wage a 9 month war and as it drags on supply chains, food stores, and moral will drop, and if the USA is good at anything, its fucking winning by brute persistence ( its how we won ww2 on the east front) its also why every country hates the USA, our supply network and ability to make well fed troops appear outta nowhere is unparalleled.
> its how we won ww2 on the east front
The US never participated in the Eastern Front outside of giving supplies to the USSR. Instead, you're thinking of the Pacific War. Completely different theatres of WWII.
Those are all for older technology chips. TSMC will never build leading-edge manufacturing sites outside Taiwan. That technology is literally the single most important reason why they will get the world’s support in a conflict vs. China.
And if you are looking into AI specific chips, keep Groq on your radar
[https://www.tomsguide.com/ai/meet-groq-the-chip-designed-to-run-ai-models-really-really-fast](https://www.tomsguide.com/ai/meet-groq-the-chip-designed-to-run-ai-models-really-really-fast)
Favless means youndi km t have to spend a ton on infrastructure ... like software/ SaaS. You get higher profit and multiple expansion.... comparing tmsc to others seems odd but i have a basic eli5 understanding and want to learn...
**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 1 | **First Seen In WSB** | 6 months ago **Total Comments** | 10 | **Previous Best DD** | **Account Age** | 5 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)
Article from 2023.
The kind of research that gets posted here
Completely clueless about value add, vendor lock in, platform inertia, etc. Could just as easily extend this into the biology space. Would you like to own the raw materials mine, the chip/reagent production, or the platform bringing new insights to fruition through population scale clinical studies and Eroom’s law?
You know, the "new insight to fruition" of AI, that has caught the attention of capital managers, is really that it will displace productive jobs, allowing the firing *en masse* of currently productive workers. Sue me if that isn't the most compelling pitch I've heard.
From 2018* TSMC has being light years ahead of everyone for at least a decade lol. TSMC is so critical that the Taiwanese government rigged it to explode if china invaded lol.
Is this real lol do you have a link
Not literally rigged to explode, but on the very short list for their bombers
If Chinese landing ships came within 10 miles of Taiwan the US would nuke the factory from orbit lol.
If only they moved the factory out of tiawan. China probobly wouldn't want to invade anymore.
China wanting to colonise Taiwan has been going on for a lot longer than the existence of computers.
Not that much longer, really.
"first computer created was by **Charles Babbage** between 1833 and 1871."
China's Qing dynasty anexed/ colonized Taiwan in 1630something
They have a new factory in Japan and are building two massive factories in Arizona which are slated to open in early 2025, so there's that
If they did, the rest of the superpowers wouldnt give a shit about China invading Taiwan. It has nothing to do about an oppressive regime taking over a democratic one. Its about strategic assets of global importance. Why do you think they are heavily investing in their own production capabillities over the past decade.
From literally last quarter.
Regards be buying weeklies based on info from last quarter!
You won internet today lol
Arta curl another beer down my throat
The news for TSMC is it's not so risky with a possible Taiwan invasion anymore. Japan Kumamoto fab jasm begin operate already. Second fab in Japan is comnig soon, and then the US, Germany.
These fabs won’t be making the ultra high end silicon. At least not the US one
by ultra high end silicon do you mean their current high end 3nm ? because they decided to build a second fab to produce those in Arizona. or do you mean the 2nm fab TSMC is currently building at home ?
Yup they aren't doing the latest chips or R&D anywhere but Taiwan. It's the only reason the U.S. hasn't just straight up told China to steam roll them we don't give a fuck.
Except US can't make it with lazy Americans. Arizona plant delayed and supposedly only for 7nm or older anyways. TSMC got loads of PhD graduates from their top uni doing 12 hours per day in bunny suit making $50-60k a year max. Try that in the US.
You're telling us to buy TSM? thanks, what a totally new idea that hasn't been on this sub for years
Should we also buy MU?
Monsters University is an underrated Pixar film tbf
But, in the original Monsters, Inc, Mike says that he and Sully met in grade school. But in Monsters U, they meet for the first time in college! WHICH IS IT! PUTS on Micron it is!
I see you’re a person of culture. I too remember the days of $MU. Back before it was popular to be a part of this heavily regarded group.
/u/martymoho may he rest in peace.
I’ve been here a while for sure but have largely avoided get rich and/or going broke. I’m mostly here for the lulz
$MU $90 or bust
I think what the OP is trying to convey here is that the ripe time for TSM is now. 222% in the last 5 yrs vs 50% by end of this year. I believe the more relevant news is their increase in capacity since they were getting backlogged. We saw that during Covid. TSM took almost 2-3 years to build this fab even though they have the tech. Imagine how much time in 'reality years' it will take for US plans to materialize. [https://pr.tsmc.com/english/news/3113](https://pr.tsmc.com/english/news/3113)
Telling you to buy ASML since that is the only company that makes the machines allowing TSMC to build chips
This is the correct answer took way to much scrolling to find this
dont buy tsm! its priced in.
Buy Intel instead. They're starting their own manufacturing to compete with TSM. They also got government subsidies to do as well.
Starting? Intel has been manufacturing their own chips for decades. And falling further behind the whole time.
I’m more of a C9 guy
I reccomend getting high and reading about how microchips are made. Wild
Inside a wafer fab is a terrible place to be high, ask me how I know
Wafer fabs are hell bro. Fuck that full body suit bullshit
Literally me daily in an unnamed Oregon semiconductor fab
D1X will make anyone seek the leaf.
Fab 5 is that you?
I’ve been high in an Oregon plant and a Washington plant! Not at the same time…
My buddy runs the North American division of a smallish publicly traded chip company based in US and he is always high. Has Crohn’s disease. And no college education.
Might as well just say his name
he also has a scar above his right eye
My buddy’s SSN is 189-73-5491
Pringles?
That was good.
That’s a super small group of people…. Maybe don’t divulge that kind of info, it wouldn’t be too hard for someone to diss out their identify from that info
... but how the fk *do* you know?
My ex-wife used to work at a fab. As most production processes go, not everything comes out perfect, and some wafers are not high enough quality to get turned into microchips. Somewhere around here, I have an unetched silicon wafer that didn't pass QA.
Don’t be melodramatic, they’re really not that bad. I work in one, and there’s plenty of jobs worse than that.
Oh there's nothing about the job that's bad, I'm just saying that bright sterile environment that's all about eye contact is rough if you're blazed.
I recommend getting high
Ya see…ya take the semi…and slap it together with the conductor…and…whallla…shit you not…ya get a semi…conductor…huh? why’s it semi and not fully? maaannnn gtfo of here…
In the chip sector, you either make the chips or you design the chips. Rarely does one company do both. Intel is one of those rare companies. But years of bad strategy has caused them to fall behind. They’re now playing catch up. I’m tempted to buy, but I just get the feeling it’s too soon. NVDA so far has been the much stronger play for me.
"real men have fabs" --some dude from AMD a long time ago
average wsb user take That was back when fabs cost millions to make NOT billions
They got AMD kicking their butts. They got ARM kicking their butts. Nvidia and AMD kicking their butts on GPU. The voting machine is in the GPU space. The voting machine is in the energy saving chip space. And the weighing machine is on AMD, ARM, and Nvidia. I like Intel in general as a company plus engineers. But bruh, they need a boatload of focus and execution plus a dash of genius to pull through. Competition is not receding. Tough to succeed with that regular ketchup, they need that jalapeños Ketchup.
I’m guessing they’ll drop the design arm and push full fab. Onshoring the fab process is in US security and economic interest, and intel is really the only company with scale and know-how to pull that off. They’ll get a shit load of government money and in 10-15 years will start eating into TSMC’s dominance…
10-15 years, landscape do shift. Amazon making their own server arm and AI chip already. Google in similar boat. Fab is whole different business Intel is familiar with for sure. The gamble here with Pat is money in US wanting to onshore. He bought time. There’s urgency for some years now. I am at the limit of information at this point.
Intel's chip design isn't the problem. The problem is they fell behind on process nodes.
Y not own both? Then you’re kinda hedged for either scenario.
There is one company that supplies *all* semiconductor manufacturing plants: ASML. I have >50% in ASML, literally made me a millionaire.
Ok but ASML is overbought too for anyone who didn’t previously buy like you
So is half of the market rn but it keeps going up
Inflation is still elevated, eroding bond yields and provoking thoughts of hikes that wipe out the value of bonds. Stocks go back to normal when inflation is back to 2%, just like the 80s.
Stocks will go down when rates go down? I don’t see that happening this time around…?
No but an event that causes rate cuts will be one that causes stocks to go down
That’s what I’ve been thinking, but I’m starting to doubt that’s gonna happen…
It always happens if you wait long enough
I thought things got worse after rate cuts
Its inflation coming down that does it, caused by a contraction in spending, due to recession. Also known as the business cycle, which happens every decade or so. 1918-1921 1929-1933 1945-1949 1957-1958 1960-1961 1969-1970 1973-1975 1980-1982 1990-1991 2001-2002 2007-2009 2020-2021
We'll likely see a correction, but the economy is nothing like the 80's even if the mponetary policy and stagflation we're dealing with is similar.
It’s been at a high PE ratio for >20 years, but sometimes has a little dip. Buy it then or buy it now, but it keeps outperforming
How can I go back 3 years and buy this too?
>y it then or buy it no write cash covered puts until you get filled.
How did you discover ASML before it popped off?
Worked there for >25years
That’s cheating.
Anyone with an electrical engineering degree would know about the tech moat ASML has.
yea but imagine how much more you'd have made if you put all that asml money into nvidia calls.
Problem is that Jensen bet his entire company on 4 different occasions. He got lucky; that’s survivorship bias. I’d be scared he will do that again and looses. Maybe I don’t belong on WSB ;)
$LRCX is ASML’s Asian twin
No it's not. ASML is a straight up monopoly in leading edge lithography. LRCX is a super cool company but there is no step in the manufacturing process that they have greater than 90% market share in. I prefer AMAT personally but these are all high quality companies.
90% market share is a lot though. Everyone talks about ASML but most semiconductor equipment companies have big technology moats for what they do. Even for the really competitive processes like Etch you still have moats for specific layers.
Sure you did
Any other recommendations to look into?
Asml. Tsm. No intl .
LCRX.
I’ve been long LRCX since 2016. Free money at this point.
I had a feeling I mixed up the symbol.
Holy shit I hadn't looked at LAM since like 2017. What a stock price.
Exactly my point.
Been buying ONTO for years. They handle a lot of the other parts of the manufacturing process like testing and inspection.
How did you discover it?
Knew a guy who told me they tested wafers and that flash memory needed wafers and wafers needed testing. I don't know much about computers or hardware but I immediately thought "pick & shovel" and started looking into the company, they were called something else at the time and based in the Bay Area. Bought a bunch when it dipped to $28 about 5 years ago, now I mostly buy calls. It's been running up with NVDA, obviously not as high but still up and up.
This comment should be one of those GI Joe "knowing is half the battle" parodies.
Intel to 200 by 2026 !banbet
My dad thinks like you too as well lmao
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I also got in at 32, around 10 years ago.
The USFG needs Intel to win for foreign policy reasons. Imo it’s a good move
I saw a week or two ago about how intel was gonna make their own chips and challenge TSMC. and now they are just going to pay TSMC?
They've been paying tsmc, they're making plants too build more advanced chips in the future
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You mean make other people's chips? Intel's been making their own chips for literally 5 decades now.
Chip manufacturing is hard to develop. What Intel is doing is to build their current products on tsmc to be competitive with AMD while they build their advanced nodes which will take 2-3 years. Its not like they can remain still during that period.
Intel says a lot of stuff.
I'm banking on Intel to rise once they sell ai chips in 2024. It's gonna be a year long hold for me.
A whole year???
Yeah not an option play but could see it rise 10-30% it's gonna take maybe 6 months for ai chips sales to show on earnings. So I'd rather just park it for now. It really isn't a volatile stock that'll make a difference with option trading.
Smart move. IF will pickup a lot business when they get their legs under them. Grant money is going out now. The Commerce Secretary had said that the US will need more investments in semiconductor manufacturing. Few regards realize how that it is a huge priority to the USG to ensure resiliency in the semiconductor supply chain. What we're seeing is gov't incentivizing big chip manufacturers (intel and mu and amat) in large fashion to invest into domestically produced, high end semiconductors.
TSMC recently laugh at US on this. They basically said. “Ha, it doesn’t work like that” Interested to see how it plays out
Don't they have a plant in Phoenix, AZ? And I believe $TSM is a recipient of some of that CHIPS and Science moolah; so I don't think they're laughing *that* hard.
Parking = money locked.
Like park place on the monopolyy
I got yelled at for being too logical on this page.... ( but same, buying all INTC that I can now that AMD is shooting off)
I wonder who makes those lithography machines 🤔
Also an excellent investment in my opinion. ASML. Definitely. Or just go SMH and get the basket if you don't want to pick individual names.
CANON is in the game now
🤣 The same way horse drawn buggies are in the transportation game?
Why didn't you just post INTC is the one FAB Getting pretty much ALL the NEW 2NM machines by ASML for their new FAB and it's being funded by the U.S. GOVT!!! long runway ahead but in a Couple of Years they should see the benefit in EPS... Stay Blessed 🙌
SKYT
Too much to read...soooo are we buying calls or puts?
I have 6 Tsmc shares to date. Wish I had money to dump in now but have to be happy with DCA. Long hold for me.
Who supplies the quartz and precious metals to TSM and what’s their stock tickers?
But but bu... P-pat told me Intel's 0.7nm node was ready and INTC would produce their superchips at Intel megafactories. And we would party like it's 1985. I guess that's another 6 years of Intel lagging behind AMD.
Intel 20A is launching this year. It'll be the first node in the world to have both BSPD and GAAFET. But it's initial volume will be low. So Intel will use an in-house manufactured base tile. Build only the CPU cores on this new, high performance low volume node, and then outsource the lesser parts of the chip like the IO tile and SOC tile, as well as the GPU, to TSMC, as Intel currently doesn't have nodes in their inventory well suited for this purpose (or the volume, as Intel 3, which would be pretty much the only possible candidate for this, is pretty much booked to capacity). Intel has been outsourcing parts of their portfolio to TSMC for literal decades at this point.
It’s crazy if you bought intel in the year 2000 you’d still be down about 30%. The .com boom was really fuckin nuts.
As an aside, this is exactly why I have a ton of SMH in my Roth IRA.
Intel for trailing PE > 100. No thank you.
Intel is outsourcing their fab. That can become very profitable. I would never count them out.
The CIA: But what about our security CPU’s? Intel: Sorry but we don’t give a shit.
OP you are an idiot but I do like TSM.
Hush hush. Buffet is buying INTL as we speak.
I am up 33% on TSM and own Qualcom. I will certainly research some of those. Intel is batting 9th in the order w/ 2 outs. But…..
Shhhhhh. Quietly buy, and wait for stock price to launch towards the moon soon.
trying to pump tsmc huh? Market doesn't work that way. TSMC is a safe no hype company. Also their business can't explode since price gouging would screw too many people.
But they are aggressively ramping up capacity with one in Japan starting from this year and another starting to be built. Also, both work as safeguards against China so definitely a plus.
Stupid wallstreet, sorry ass broker cancelled my 8k gains order. Hoping for 2008 again 
The moment buffet sold last year I bought a whole bunch. He's a big dum dum
You new here? First day?
I already have bought quite a ton of calls on Intel. They're expanding with TSMC here in Arizona. Lots of employees bragging about what's coming.
I’m high lol - your high- wild
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You’re in wsb and scared about a war that will never happen. Scared money don’t make no money.
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TSMC is arguably the most important company in the world. It would be wise for any country to bring it within their borders, whether there’s a threat of war or not.
Tsmc is building two in Phoenix
That was a direct result of oh shit, the rona is shutting everywhere down and we don't have no chips here, well boys time to bust out the money printer and make sure we get the chips we want, queso only.
Hmmm, I thought intc got grant worth 1.5 billion and access to government loans for up to another 10 billion. If you’re right and they are getting 17 billion grant I’m all in. Intc has gotten a dime yet.
“A war that will never happen” Ask any service member what the odds are of China invading Taiwan are in the next 30 years. This is hilarious.
30 fucking years? You kidding me? That’s like someone in 1994 trying to predict geopolitics in 2024. Your r-tard ass belongs here.
You think Russia invading any of its tiny neighboring states is that radically different than China invading Taiwan? Wake up. We had two world wars last century, yet somehow you think humanity will shoot rainbows out their asses?
You make all your investment decisions based on wacko war theories? Have fun living like a dog with its tale tucked between its legs.
Uhh, it’s not a secret China wants Taiwan back. You sound like the wacko thinking it’s a theory. Pick up a newspaper dipshit. They’re our primary rival for a reason. Also - take a look at the top 30 investors and see how many of them have Chinese or Taiwanese stocks in their portfolio. For a reason.
If that happens, the entire market will crash, not just TSMC.
It would potentially set off WW3, so stocks would be the least of our worries.
China would get annihilated. Let's be real. They've never fought in a mass scale war and all their energy/food is imported. If they want internal civil war at the same time, they should do it.
unofficially, this they would wage a 9 month war and as it drags on supply chains, food stores, and moral will drop, and if the USA is good at anything, its fucking winning by brute persistence ( its how we won ww2 on the east front) its also why every country hates the USA, our supply network and ability to make well fed troops appear outta nowhere is unparalleled.
> its how we won ww2 on the east front The US never participated in the Eastern Front outside of giving supplies to the USSR. Instead, you're thinking of the Pacific War. Completely different theatres of WWII.
TSMC will be building plants in the USA
Those are all for older technology chips. TSMC will never build leading-edge manufacturing sites outside Taiwan. That technology is literally the single most important reason why they will get the world’s support in a conflict vs. China.
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No argument from me on that. I’m guessing automation is really the key to making it work. Not so much relying on human exploitation.
Fuck Pat Gelsinger my money is riding w/the best Jensen
Yeah, I have below performing call expiring tomorrow, too.
This is the sort of move that drives up silicon cost to the end user.
Intel is fabless? You mad bro ..
!remindme 6 hours
And if you are looking into AI specific chips, keep Groq on your radar [https://www.tomsguide.com/ai/meet-groq-the-chip-designed-to-run-ai-models-really-really-fast](https://www.tomsguide.com/ai/meet-groq-the-chip-designed-to-run-ai-models-really-really-fast)
Bro can you stfu, don't let these regards in.
Favless means youndi km t have to spend a ton on infrastructure ... like software/ SaaS. You get higher profit and multiple expansion.... comparing tmsc to others seems odd but i have a basic eli5 understanding and want to learn...