BtWin
04-17

$Taiwan Semiconductor Manufacturing(TSM)$  i don't think thr strong profit will continue. Once it started manufacturing in US the cost of manufacturing definitely very high there. Eating out big chunk. In the end just take Asian profit to fund the US plant to pay US employees salary for low yield.  It week stay lower 120 to 180 range for next 4 years.  

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Comments

  • Mortimer Arthur
    04-19
    Mortimer Arthur
    If TSMC relocates its headquarters to New York or merges with NVIDIA, how would its stock price be affected?
    • BtWin
      Wish your rich dream come true I don't think it will merge Shareholders will not agree.
  • Venus Reade
    04-19
    Venus Reade
    TSM has what everyone needs. No one wants to flow to stop. This is the easiest pick in the market for the next 10 years.
  • SiliconTracker
    04-18
    SiliconTracker
    Hopefully Ed Sheeran's visit to China brings some good news.
  • AndreaClarissa
    04-18
    AndreaClarissa
    Great insights! Love the analysis! [Heart]
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