I recently added to my position in TSM (Taiwan Semiconductor Manufacturing Company Limited) following its strategic push into advanced 3-nanometre chip production. The company announced mass production in Kumamoto, Japan, positioning the country as a leader in HPC and AI server chips. With a second fab in Arizona slated for next year, TSM is accelerating its AI-focused growth, which should help it outperform peers. CEO C.C. Wei emphasized that this expansion not only boosts local economies but also strengthens the foundation for Japan’s AI ecosystem, highlighting TSM’s long-term growth potential in cutting-edge semiconductor technology.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 346.53 0 | -1.95% Holding |
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
