opportunity to buy the dip
$Taiwan Semiconductor (TSM.US)$ i spammed this one when it was 90-100 it was a no brainer even now the PEG ratio is 1.1x can you believe it this guy is responsible for producing most of the nvda GPUs most of the amd GPUs and whatever semiconductor related chips you can find. 25% of Taiwan's GDP can you believe it this company has the backing of an entire nation and the US govt is going to do whatever it takes to back this company
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aims to identify stocks with rock solid growth fundamentals with 10x potential. also dabbles a little bit in trading
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MomentumPython1337 OP : for those saying there's intel intel is a dead business i don't know what happened but the management has made very bad decisions maybe with the new US subsidies they can start to recover but it's going to take years i mean 3-5 years it's not going to happen anytime soon maybe you can monitor intel and buy when the sentiment there improves but before that happens tsm is a no brainer
Tonyco MomentumPython1337 OP : To add some data to this, Intel will be releasing a new process node late 24 to step up. However, TSMC is significantly ahead. They supply all the major tech companies with over 50% market share.
Recently, Intel has adopted TSMC's model with their foundry, and they have $15 billion in orders lined up. Microsoft has signed a deal with Intel for a future project.
Intel's goal is to become #2 by 2030, but they will still be significantly behind TSMC.
Government funding isn't a point in TSMC's favor, as both receive funding from CHIPS act with Intel getting more ($17.5B vs $7 to 8B)
Tonyco : Looking forward decades, potential replacements for semiconductors may be developed, but the industry seems focused on improving semiconductors rather than replacing. Optical computing seems to be the most likely, but again, decades away.