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TSMC: Never Bet Against The AI Foundry Leader (Upgrade)
TSMTSMC(TSM) Seeking Alpha·2024-07-22 15:30
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 ...