TSMC’s third Arizona fab, starting in June as part of a $165 billion U.S. push, strengthens its global footprint: advanced packaging for AI chips and 2nm node production by 2026 could drive $100 billion in annual revenue by 2028. Analyst consensus projects a 20%+ upside, supported by TSMC’s 90% client retention rate and diversified customer base, including Apple and NVIDIA.
Trading at a forward P/E similar to 2009, Amazon is a steal
Tesla: The Modern-Day Ford — A Disruptor Driving Long-Term Growth.
Shorting Microsoft before earnings is a bold move backed by.....
Trading at a forward P/E similar to 2009, Amazon is a steal
Tesla: The Modern-Day Ford — A Disruptor Driving Long-Term Growth.
Shorting Microsoft before earnings is a bold move backed by.....
TSMC’s Q3 2023 Semiconductor Leadership
Massive AI Expansion Across Creative Cloud Massive AI Expansion Across Creative Cloud
TSMC’s Q3 2023 Semiconductor Leadership
Amazon is a top pick for a decade-long hold
