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“TSMC is responsible for fabricating the actual chips that companies like Nvidia, Apple, and Google are selling to both the AI market and the cloud computing markets.”
“they're actually listed at about 11.4% undervalued compared to where they should be.”
“TSMC recognizes this which is why they have been investing aggressively in expanding outside of just Taiwan.”
“Not only is TSMC the market leader by far when it comes to advanced packaging, it's also the main driver for their margins.”
“TSMC, the company that manufactures 90% of the world's advanced semiconductors, draws nearly, this is psychotic, 9% of Taiwan's total electricity.”