Taiwan Semiconductor Stock Forum

ma gon : great insights for 2y ago, keep them coming

咖波猫 : I dont know if you are stupid or what, but TSMC buys machine from ASML, they are not competitor, but one supplies the other tools.
ASML isn't in the foundry business but they sell the machine for TSMC, Samsung and Intel to do the foundry business.

72123665 : going down

Nifedipine : reverse cramer

102575349 : what does that mean to stalk ?

10baggerbamm OP 102575349 : buy any dip if we have a market sell off of 5% in a month buy the stock if we go down 10% buy the stock. they gave a forecast that is on par with Nvidia. so if you have any concern that there's companies like etched that's coming online that's going to take some nvidia's business or AMD that potentially could take some of the nvidia's business guess what they all use Taiwan semiconductor so buy TSM.
this should be a core holding the only variable the only risk there's two actually
number one they were asked about electricity costs and electricity cost in Taiwan have increased and the CFO said that they have a very good relationship with the government and they will get all of the supply that they need. he was asked if they are considering nuclear because obviously that's in the news in the United States and he says we're not considering that so it's not ruled out but it's not something that they're considering doing like the hyperscalers in the United States.
so electricity costs are a variable they cannot control
the second risk and this is far greater is what will XI in China do?
Taiwan Semi is building multiple Fab facilities they are much smaller in scale they will have lower gross margin profits because their sizes are smaller and they will not be up and running for a few years. but this also diversifies their business using a long-term business plan so this is looking out 5-10 +year they need these facilities in other countries to satisfy growth and demand.

ma gon : those graps are useless

10baggerbamm : What world are you living in ? are you listening to the conference call

73401367 : 200.00

SIEWJUN : Congratulations to you

104435181 : yes.. Asian growing chives for the US fking traders to cut on their wake up.

ma gon OP : this at +7% is crazy
they are just workers for NV and Apple masters
build build build, so we can sell at 5x the cost
or we boom you