TSMC | January 2025
- Author
- The Dutch Investors
- Published
- Fri 24 Jan 2025
- Episode Link
- None
Taiwan Semiconductor Manufacturing Company (TSMC) is the largest and most advanced chip manufacturer in the world. TSMC produces semiconductors for other companies. A few customers of TSMC are Apple, Nvidia, Mediatek, Intel, AMD, NXP and Amazon for example. With enormous fabs and extremely expensive and advanced machinery, TSMC produces chips on their behalf.
In this analysis, we take a deep dive into the fascinating world of chips, uncovering the true extent of TSMC's dominance and whether its valuation still holds appeal.
TSMC operates like a near-monopoly, with an unstoppable momentum. But what makes it so untouchable? Let’s explore…
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
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