TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

TSM is considering entering because NVDA their #1 customer asked them. Smaller companies wouldnt have the luxury of asking TSM to get into the capital intensive memory sector. Just because TSM is considering doesnt mean they will actually do it. You dismissing MU/Samsung/SK Hynix moat over a rumor that may not even happen.

I have 5 short put positions, all ITM, to roll out in time this week. I put them on with optimistic credit prices. 2 filled, AMD and TSM. MU is pretty close. I sold a put in SOXX last week. It forward split so I have 3 now and at 41% profit with 39 days to expiration. I will look to close it.

There are rumors that TSM is considering entering memory fab market. If/when this happens, any chip designer such as an NVDA, can just go to them for one stop shop. The ironic thing is the more MU tries to price gouge, the more their customers are likely to push for alternatives. And their biggest customers are the biggest heavyweights out there, the ones most likely able ot make change if desired. Of course TSM memory fabs couldn't happen overnight. But stocks are priced for future value. If future profits are questionable, your valuation multiple takes a hit.

TSM or ASML. The GOD particles of the AI trade

But TSM up in premarket, because they have the real Taiwanese secrets

Just a tip for nvdia bear. The stolen tech still need $TSM LMAO WHICH IS FULLY BOOKED TILL 2028

TSM 22.96 / cash 15.01 / QQQM 12.67 / KO 12.08  / NVDA 9.25  / LLY 9.22/ SMH 8.31 / VOO 5.85 / MSFT  4.65 I know my port is all over the place,  I'm thinking about selling SMH, MSFT and share it between the other. Is there anything I should keep or sells?

I rotated from my risky semi position TSM into blue chip NVDA last week

Yes I added some Friday. GOOGL TSM, SMH, VGT..long term I think the strong will get stronger. And in time of uncertainly I’d buy mega caps. But I also have many mid size AI names that is down. It’s ok, will see what happens in 2-6 months. I’m retired but no worries

DELL, MU, SKHY, TSM, AMD, SNDK .... the only one still red is NVDA.

Will this impact other AI stock prices like TSM and ASML?

TSM denies dram production. I duno who is paying the information to write these negative news

Only IBM. Safest bet IMO. From their Anderon chip factory that I expect to be the TSM of quantum chips to their longevity and the fact that they have more quantum computers than the rest of the companies combined, I think their head start, deep pockets, and customer ecosystem gives them the best bet to corner the market on this tech.

I found this EUV fund to be quite interesting. Mostly because of the high concentration in TSM, which I've always been hesitant to buy. It seems like a good play for 10+ years based on the current holdings and the overall trend of tech.

I understand that But why would TSM try to enter the DRAM production if it’s destined to be a falling knife ? I can agree that 700b of cash has no multiple. But the company is worth 800b today so it doesn’t need a multiple

Uh TSM?

Don't jinx my TSM position.

There is at least one exception: TSM.

NVDA's moat is CUDA. AI was developed on CUDA platform for the past decade. If you don't use NVDA GPU, you don't get to use CUDA. CUDA is 2 decades old, has continually been enhanced, and is entrenched into many engineering and scientific applications. It isn't going away any time soon. MU SKHY and Samsung's moat is fab. That's really it. There have been rumors circulating that TSM is considering getting into the memory fab business. That would mean any chip design company, such as an NVDA, could design their own proprietary memory chips and have TSM produce them. Of course this cannot happen overnight. One of these moats is much wider and deeper than the other. That is why you see such a discrepency on NVDA versus memory chip valuation multiples. Just imagine if a day comes where TSM puts out a press release indicating they are entering the market. A pile of $700b in net profit just becomes worth $700b, there is no multiple assigned to it. You get the multiple when your expected net income trends to $200b, to $275b to $375b... etc.

NVDA is a bargain if you are a long term investor. So is TSM, and so is MU. No one knows short term moves for sure. My 2 cents.

I bought VOO, QQQ, BE, NVDA, TSM, SOXX and DRAM at the close Thursday and bought more VOO Friday.

Google, Reddit, TSM, nivida

KLAC LRCX NVDA ASML TSM AMAT GOOG

TSM

TSM, WULF. Not really value investing per se I know.