TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers

Group 1 - The article discusses the author's previous rating of Taiwan Semiconductor Manufacturing Company Limited (TSMC) as 'Neutral/Hold' and acknowledges that this view was accurate for the first eight months [1] - The author emphasizes the importance of providing alpha-generating investment ideas and managing a family's portfolio through a Self Managed Super Fund [1] - The typical holding period for investments is mentioned to range from a few quarters to multiple years, indicating a long-term investment strategy [1] Group 2 - The author expresses a generalist approach to exploring, analyzing, and investing in various sectors, focusing on perceived alpha potential compared to the S&P 500 [1] - There is a suggestion for readers to review the ratings history of the author's published articles as a measure of the author's investment skill [1]