TSM

"You have TSMC, which is a manufacturer of most of these chips."

"Taiwan semiconductor trades at a 12% premium"

"Or look at Taiwan Semiconductor, the company that actually manufactures the most advanced chips on Earth. Nearly every cutting edge processor, whether it's for AI or or your phone, runs through its fabs. It's putting up gross margins near 68% with revenue growing around a third year-over-year. And it's generating tens of billions in cash. Full disclosure, I own both of these stocks."

"Information technology is 41% of the iShares Emerging Markets ETF with Taiwan Semiconductor, Samsung, SK Hynix making more than 25% of the index."

"تقوم شركة تايوان لصناعة أشباه الموصلات (TSM) بتصنيع الرقائق للجانبين، حيث يأتي ثلثا إيراداتها الآن من الذكاء الاصطناعي والحوسبة عالية الأداء."

"ثانيًا، شركة تايوان لأشباه الموصلات (TSMC)"

"تعتمد بشكل شبه كامل على شركة واحدة في تايوان، وهي تي إس إم سي"

"TSMC was down huge."

"TSMC $2.15 trillion market cap chip manufacturer obviously, right? Six biggest market cap in the world."

"2027 what's going to occur is Nvidia, Micron, SKH Highix, Samsung, TSMC profits are going to peak for those companies"

"However, if we look at emerging markets, the market capitalization weight is crazy. DSMC that's again connected to the AI bubble as the provider is the huge side there."

"Taiwan Semiconductor makes the most advanced chips on the planet. Margins near 68%. Revenue up better than 40% from a year ago. And it's spending north of $60 billion building factories that nobody else can build."

"Taiwan Semiconductor 25.8%."

"What about foundry and packaging? So TSMC, MCOR, Terodime, what about them? Of course, TSMC makes absolute sense, right? Because they basically make they basically make money because everybody wants chips."

"On the execution side, there have been persistent rumors about design complications and packaging bottlenecks with Taiwan Semiconductor, the company that actually manufactures Nvidia's chips, and that could delay the roll out of Blackwell Ultra and Vera Rubin."

"Take a look at Nvidia and Taiwan Semiconductor, which control the most critical bottleneck in the modern tech world. Over 90% of all top tier AI computing runs directly through TSMC's chip factories and Nvidia's software setup."

"Taiwan Semiconductor is the biggest company, focused on AI."

"Taiwan Semiconductor, ticker TSM, the absolute manufacturing bottleneck of the entire world."

"شركة 'تايوان سيميكوندكتر' هي التي تصنع الغالبية العظمى من رقائقهم، أو على الأقل جميع رقائقهم المتقدمة."

"Everyone assumes you've got to choose between Nvidia, TSMC, and the rest of the market. That's lazy thinking. The reality is that SanDisk operates as an invisible toll booth sitting directly behind Nvidia and Taiwan Semiconductors."

"Shopppee, which is owned by C Limited, they have a lot of cash to be investing in Latin America."

"Is C Limited going to be there? Are they going to be investing?"

"We are pinning the undisputed titans of the chip world, Taiwan Semiconductor, ASML, Applied Materials, and KLA Corporation, known as KLAC, against two lethal, highly underestimated newcomers, Nova, ticker NVMI, and Kulicke & Soffa, ticker KLIC."

"This win means that Taiwan Semiconductor offers the absolute best combination of raw profitability, cash generation, and fundamental value in the entire manufacturing and foundry space right now, making it a fortress for your portfolio."

"While ASML is an incredible company, my favorite holding in this entire sector is Taiwan Semiconductor, and my patrons already know I'm looking to aggressively add more to my position."

"Scoreboard, TSM 3, KLAC 2, ASML 1."

"KLIC leads at an incredibly lean 4.6%. ASML, 9.1%. Taiwan Semiconductor, 15.2%. AMAT, 30.4%, and Nova carries 57.7%."

"Top to bottom, it goes Taiwan Semiconductor, 49.9%. KLAC, 35.7%. ASML, 30.1%. AMAT, 29.3%. Nova, 29.2%, and KLIC trails severely at 7.2%. Taiwan Semiconductor is an absolute machine when it comes to keeping what it kills, converting nearly half of its revenue into pure profit. Winner, TSM."

"Taiwan Semiconductor leads at 0.41. Nova is next, 1.12. ASML is right behind, 1.16. KLAC, 1.28. AMAT, 1.39, and KLIC is severely expensive at 3.38. When you adjust for raw profitability, TSM is nearly three times cheaper per unit of profit than ASML. Winner, Taiwan Semiconductor."

"From strongest to weakest, the order is KLIC, 65.4%. Taiwan Semiconductor, 43%. ASML, 34.7%. Nova, 20.6%. AMAT, 17.5%, and KLAC, 11.2%."

"Scoreboard, Taiwan Semiconductor 5, ASML 5, KLAC 4, KLIC 3, AMAT 1."

"Scoreboard, Taiwan Semiconductor 10, ASML 10, KLAC 7, KLIC 6, Nova 2, AMAT 1."

"Scoreboard, Taiwan Semiconductor 5, KLIC 3, KLAC 2, ASML 2."

"When massive monopolies like Taiwan Semiconductor and ASML were ripping to all-time highs week after week, you sat on the sidelines watching them go up, thinking to yourself, I missed it."

"First up is Taiwan Semiconductor Manufacturing Company, better known as TSM. They are the dominant global foundry."

"Scoreboard, KLAC 7, ASML 7, Taiwan Semiconductor 6, KLIC 3, AMAT 1."

"رفعت شركة TSMC لتصنيع أشباه الموصلات في تايوان توقعاتها للإيرادات بنسبة 40%"

"For higher beta velocity, you look at names like Western Digital, Nvidia, Meta, or Taiwan Semiconductor."

"TSM up hugely. What to do?"

"TSM, sell, buy?"

"Moving up the stack, you run directly into Taiwan Semiconductor or TSMC. They do not just fabricate the vast majority of global logic chips. They completely dominate advanced packaging through their COS technology. TSMC just reported record earnings, beat expectations across the board, and raised their fullear guidance significantly. Yet, the stock pulled back sharply along with the rest of the tech sector. When great companies report stronger fundamentals and the price goes down, I see that as "

"In terms of what's inside this ETF is you're getting Taiwan Semiconductor about 24%, you're getting Samsung at 15% and SK Highex about 4%."

"When you strip away the noise, you realize that Taiwan Semiconductor just reported record-breaking numbers."

"Taiwan Semiconductor is no longer a standard cyclical chip play. They are a global sovereign utility."

"Wall Street is still looking at Taiwan Semiconductor as a standard cyclical semiconductor stock."

"And when you run a deep scan on this latest balance sheet, the financial health of Taiwan Semiconductor is completely bulletproof."

"The crowd is also terrified of the massive capital expenditure trap. They see Taiwan Semiconductor hiking the spending budget to over $60 billion and view that as reckless overinvestment."

"Taiwan Semiconductor completely dominates their space and owns a wide competitive moat that is not likely to be challenged anytime soon."

"The core drivers behind Taiwan Semiconductor are fully intact, and advanced technology demand continues to outpace available supply."

"Look, Taiwan Semiconductor just delivered phenomenal, record-breaking earnings."

"Taiwan Semiconductor Manufacturing Company, known as TSMC and stock ticker TSM, just dropped one of the most profitable quarters in semiconductor history."