Sanford Bernstein's Mark Li pounded the table for chip foundry TSMC (TSM) in August, and he's...

|By:, SA News Editor

Sanford 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.