Taiwan Semiconductor: Company Is Selling The Shovels To The AI Race
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BING-JHEN HONG Investment Thesis
Taiwan Semiconductor Manufacturing Co. Ltd. ( NYSE: TSM ) ( OTC:TSMWF ), better known as TSMC, was called by Trump “ the most powerful company in the world ” at a meeting with the company on Monday, March 3. Indeed, the company has Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM either through stock ownership, options, or other derivatives.
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