Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a compelling investment. Read more here.
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While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.
TSMC founder Morris Chang on Acquired podcast says he remembers when Intel approached Apple about iPhone chips, pausing discussions with TSMC.
Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.
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