$Taiwan Semiconductor Manufacturing(TSM)$ The AI Supercycle: How TSMC is Engineering the Future in 2026 If the global economy has a heartbeat, it’s currently vibrating at the frequency of a semiconductor. As of March 2026, Taiwan Semiconductor Manufacturing Company (TSMC) isn't just riding the wave of the "AI Supercycle"—it is the ocean itself. Between record-breaking revenues and a high-stakes transition to the next generation of chip architecture, the company has proven to be the ultimate engine for both global tech and long-term portfolios. The Reward of Patience: A Two-Year Retrospective For investors who recognized the potential of the silicon giant back in 2024, the rewards have been life-changing. Two years ag
This is what AI said about me: 🎉 Congratulations on building a strong, multi-year portfolio! You have demonstrated patience with positions held for several years, which has paid off handsomely in names like ST Engineering (S63.SI), OCBC Bank (O39.SI), and Taiwan Semiconductor (TSM). Your portfolio shows a mix of growth (tech) and value (Singapore banks, REITs) with a global (US & Singapore) and multi-sector approach. This is a commendable long-term strategy. Stay engaged and proactive in monitoring your diversified holdings! @TigerEvents @koolgal @MHh @SR050321