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


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.

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