Taiwan Semiconductor: Set To Capture Majority Of AI Profits

(12min)

Summary

  • TSMC is poised to capture a significant share of AI industry profits due to its unmatched chip manufacturing capabilities and technological leadership.
  • Decades of specialized knowledge, massive capital investments, and institutional expertise create barriers competitors struggle to overcome.
  • Rising AI usage and simplified chip design processes will further boost demand for TSMC's advanced manufacturing services.
  • China poses an increasing threat to TSMC's Taiwan operations, especially amid growing U.S. unpredictability and instability.

technician with wafer

PonyWang

Taiwan Semiconductor Manufacturing (NYSE:TSM) is on track to capture large percentage of the AI industry's profits in the coming years. The company combines state-of-the-art technology and its increasing financial might to grow its lead as the world's leading

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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