Taiwan Semiconductor: Thank You, Mr. Market, For The Gift
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TSMC's stock has faced volatility due to reliance on US customers and geopolitical tensions. However, its role in AI growth and capex investments support long-term prospects, with its dominance in advanced chip production being crucial for US chip designers.
March 13, 2025 | 7:00 pm
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TSMC's stock has been volatile due to its reliance on US customers and geopolitical tensions. However, its investments in AI and capex support long-term growth, with its advanced chip production being vital for US chip designers.
TSMC's stock has been affected by its dependence on US customers and geopolitical issues. However, its strategic investments in AI and capital expenditures are expected to drive long-term growth. Its leading position in advanced chip production is essential for US chip designers, balancing short-term risks with long-term opportunities.
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