$Taiwan Semiconductor (TSM.US)$ becomes so undervalued now.....
$Taiwan Semiconductor (TSM.US)$ becomes so undervalued now.. good to to continue to accumulate
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inchaos : I still dont understand why this stock not going up like other semiconductor counters, possible because US dont like chinese company?
sean lys inchaos : I have a theory that due to the geographic proximity of Taiwan and China, US fears that if China invades Taiwan, TSMC will be taken. So this company is on a thin thread and the Wallstreet doesn't put their money on a company with a potential of getting robbed no matter how good it is. I invested in this company and Intel, and to be honest, I feel safer with my money with Intel compared to TSMC.
103972901 小猪 sean lys : Yes, even if Intel falls, the US government is paying attention and constantly supporting it behind the scenes.
inchaos sean lys : Can it be so easily taken.![face_exhaling 😮💨](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f62e-200d-1f4a8.png)
sean lys inchaos : I don't think a war will break out between China amd Taiwan-US alliance, but probably it'll proceed as a trade... China will support US economically buying its bonds, in return, US will acknowledge Taiwan as part of People's Republic of China
inchaos sean lys :![face_exhaling 😮💨](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f62e-200d-1f4a8.png)
![face_exhaling 😮💨](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f62e-200d-1f4a8.png)
![face_exhaling 😮💨](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f62e-200d-1f4a8.png)
![face_exhaling 😮💨](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f62e-200d-1f4a8.png)
Now I dont know should I continue accumulate, seem like i should avoid CN-related counters.
101869381 : According to what I read, factory in US will be ready in 2025 and one in Germany.
sean lys 101869381 : US has been trying to establish TSMC fab on US soil for years, the problem is American can't work like Taiwanese do, the stress was just too much for them.