TSMC discount evaluation?
With the semiconductor boom coming this far, isn't PER26 too low?
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とるねこ : This is because there is a risk that China will nationalize it. Existing stocks will run out of paper
サエ : That's right!
ludicrous
とるねこ FIRE達成したナナミン OP : If China harasses America, it seems that they will stop accepting TSMC orders, but if that happens, TSMC doesn't make money, so it's likely that they will accept orders from Nvidia. However, if that were to happen, TSMC engineers would all immigrate to America with technical materials and establish TSMC in America.