The Biggest Risk TSM Stock Bulls Don't See
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Description
TSMC, or Taiwan Semiconductor Manufacturing Company, is the secret sauce that holds together the semiconductor industry. TSMC operates a chip foundry where they manufacture around 60% of the world's semiconductor chips. It's safe to say that if TSMC sneezes, the semiconductor industry catches a cold. Companies like NVIDIA, Intel, and AMD rely on TSMC's manufacturing fabrication plants ("fabs"), and being a Taiwanese company, TSMC is subject to a fair amount of geopolitical risk. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/8A0wuZAiN2Y.
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