Taiwan Semiconductor: 2nm May Be A Growth Driver, Buy The Meltdown
TSMC(TSM) Seeking Alpha·2024-08-03 00:00
asbe/iStock via Getty Images We previously covered Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in June 2024, discussing how NVIDIA Corporation's (NVDA) FQ1'25 outperformance and promising market trends surrounding generative AI had contributed to the stock's excellent rally. This was on top of the improved market sentiments from the foundry's recent price hikes, fully booked position through 2026, and expanded manufacturing capacity through the end of the decade, warranting our reiterated ...