TSLA
Tesla
-- 462.280 NVDA
NVIDIA
-- 140.220 PLTR
Palantir
-- 82.380 MSTR
MicroStrategy
-- 358.180 AMD
Advanced Micro Devices
-- 126.290 
Starting from 2024, it will be the best period for Taiwan Semiconductor.
From all the signs since the end of 2023, Taiwan Semiconductor is entering its best period, based on the following four major trends:
Entering a period where high-end processes move from three-way competition to Taiwan Semiconductor's basic monopoly.
2. The scale law of large AI models brings huge demand for AI chips.
3. High-end chips moving towards chiplet, Taiwan Semiconductor's business expanding from front end to full-packaged chip.
4. Fierce competition among terminal chip design companies, with Taiwan Semiconductor stabilizing in the middle to make money. The chaos of x86/Arm/Risk-V, MediaTek catching up with Qualcomm in the mobile chip sector, intensifying competition in the CPU field between Intel and AMD. Although Nvidia is leading in AI chips, collaboration on customized chips between major players and Broadcom/Marvell has started mass production, competition will escalate quickly.
The four major logics will likely continue in the next 3-5 years, making it Taiwan Semiconductor's best era!
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friso : how about the geopolitical tension/Trump as pm? now suspending Huawei chips and all?