$Taiwan Semiconductor Manufacturing(TSM)$
Foundry capacity is full. Wafers capacity is close to maximum. Too many orders, so Tier 1 customers get in first.
This is the semicon boom cycle. Like during COVID, suddenly everyone is ordering so many wafers and chips (not waffles and potato chips). Then when boom turn into bust, after 2 years later, Too much inventory. We'll probably see the same.
Enjoy this period first. Remember to take profits when valuation too high. Trim of you don't want to exit fully.
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