BING-JHEN HONG
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is the market leader in the foundry industry, with a 67.6% revenue market share. Most importantly, the company holds over 90% of the market share in the manufacturing of AI chips.
The
Analyst’s Disclosure:I/we have a beneficial long position in the shares of TSM, NVDA, AMD 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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