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Posted by
Two Blokes Apr 29 -
Filed in
Stock
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4 views
TSMC's AI-driven growth and technological advancements, including the upcoming N2 and 1.4nm processes, position it as a leader in the semiconductor industry. Despite short-term economic uncertainties and tariffs, TSMC's strong balance sheet, impressive margins, and pricing power ensure long-term profitability and stability. The smartphone market's cyclical nature impacts TSMC's revenue, but a future turnaround is expected due to planned obsolescence and emerging market growth.
