Taiwan Semiconductor Manufacturing: a key chip manufacturer
Basic Information:
- Company:Taiwan Semiconductor Manufacturing $TSM
- Market capitalization: $795 billion
- Major Customers: Nvidia and other leading chip companies
Financials:
- Net profit for the past year: $27 billion
- Sales for the past year: $71 billion
- High margins: Enable expansion of manufacturing activities
Investment and competitive advantages:
- Technological superiority: Enables us to meet growing demand for high-end chips
- Production expansion: Global production capacity supports demand
Demand and growth:
- Artificial Intelligence: Increased need for computing power for AI applications
- Revenue recovery: After a decline in 2023, sales are accelerating again
- Semiconductor Industry Trends: Revenues grow from $300 billion in 2012 to an expected $631 billion in 2023
Investment Opportunity:
- Current Situation: $TSM is just emerging from a revenue downturn
- Projected growth: Further demand for artificial intelligence and a resurgence in smartphone chips
- Long-Term Outlook: Strong position to capitalize on growth opportunities due to technological superiority and extensive manufacturing capabilities.
What do you investors think of this company?
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Personally I see good future for $TSM . It's a great company, already got about 50% profit on the shares I own. I am however a little worried about the situation with China invading Taiwan as they declared doing so before 2030. This could have a big negatice impact on the company. Taking this into consideration I am still holding some shares and if we have a little ''sale'' on shares, I will consider buying more!