Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Taiwan Semiconductor Keeps Building For The Next Act

If Glengarry Glen Ross gave us the motto of "always be closing", maybe Taiwan Semiconductor (or "TSMC") (NYSE:TSM) can be said to follow a motto of "always be changing". TSMC not only has to stay at the edge in terms of process nodes, it has to keep pace with the volume needs an...

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