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Sanford Bernstein's Mark Li pounded the table for chip foundry TSMC (TSM) in August, and he's...
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Monday, September 19, 2011, 4:17 PM ETSanford Bernstein's Mark Li pounded the table for chip foundry TSMC (TSM) in August, and he's doing it again today. Li thinks TSMC has a 3-quarter lead on rivals Samsung (SSNLF.PK) and GlobalFoundries in making chips using a 28nm process, and has developed technology specifically for mobile customers such as AAPL, BRCM, QCOM, and NVDA.
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