TSMC: Never Bet Against The AI Foundry Leader (Upgrade)
BING-JHEN HONG TSMC's Leadership Is Undisputed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's foremost foundry for advanced semiconductor manufacturing. As a result, the Taiwan-based foundry dominates manufacturing for the leading process nodes with a market share of more than 90%. It directly competes against Intel (INTC) and Samsung (OTCPK:SSNLF), although TSMC's foundry leadership is undisputed. I last updated TSMC investors in April 2024. I downgraded the stock to a Ho ...