Taiwan Semiconductor Stock Discussion

The AI theme is undoubtedly one of the most important global trading trends in 2024. Driven by the AI boom and chip demand, NVIDIA briefly became the world's largest listed company.
Specifically, tech giants have accelerated AI capital expenditure, with hardware sector companies such as NVIDIA, Broadcom, TSMC, TSM, and VRT performing impressively as direct beneficiaries. Extended concept companies in energy and nuclear power like VST, CEG, and NRG have also...

This is going to hurt the US far more than it will China.
The US has very little capacity to produce legacy chips at a realistic price. It is a mass-market product that is quickly being dominated by China, which supplies the global electronics industry. The US can't undo this without causing a great deal of harm to itself and its consumers.
Nobody in their right mind will invest tens of billions in legacy chip manufacturing in new loca...