TSMC is THEE most important company. Nothing runs without TSMC. How can you own amd, apple, nvidia and not TSMC. If TSMC goes down they are all going with it.
Without ASML, it is just another chip producer. The IP is obviously with the others, and thus the high profitability. While everything does hinge on TSMC for the time being, major efforts are in play in an effort to onshore this capability. It will of course take many more years, and one of the locations is TSMC also, they will likely lose market share by the end of the decade. I think he downplayed them due to the profitability compared to the others. Your point is valid, in that everything hangs on them, but they are not necessarily the best of the bunch to own at this point. Sort of the same with Intel right now, tons of capex on construction for the future. At some point they will be worth owning more so, and could surpass the current frontrunners.
totally wrong. The moat is massive. And the tsmc collaborative ecosystem is huge. No one can just spin up a fab business at tsmcs scale, customers relationships and institutional knowledge. If you ask anyone who actually knows the semiconductor space they know onshoring all of tsmc is not feasible. Also intel cant compete financially. TSMC is a wildly more efficient and profitable company and in a way healthier financial position. @@twan102000
tsmc(or Taiwanese people) know how to design better than nVidia, AMD, Broadcom, Qualcom, Intel, but tsmc does not compete with them... tsmc even helps those guys to design their chips... it is just different market segment and Taiwanese mindset...
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.
Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
*Vivian Louise Dehoff* . She's been able to gain some reputation with over a decade of experience, so it shouldn't be a hassle to find basic information on the web.
Personal computers were popularized from 1980 to 2000, smartphones were popularized from 2000 to 2020, and the next 20 years will be AI chips and network services.
I recently made further purchases. Saving for a market slump is also a bad idea. There are different perspectives on recessions and depressions; we cannot always expect significant rewards; and taking risks is preferable to doing nothing. The bottom line is that by diversifying your portfolio and making sensible judgments, you will accomplish exceptional outcomes. In just 5 months, my portfolio's raw earnings increased by $608k.
Despite my conviction in your direction, my recent stock purchases, and the fact that I am an AMC shareholder, I have not been able to amass anything. I had been in debt for far too long before the collapse. What are the steps required in investing?
I completely agree, which is why I think it's important to delegate decision-making responsibility to an investment coach. Underperformance is essentially unimaginable given their specialized experience and education, as well as the fact that each of their skills is focused on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable events. Working with an investment coach for over two years, I've made over $1.5 million.
I've avoided all of the problems that the volatile market provides. Reading, research, patience, and seeking help when needed are the best strategies to break into the market today. Because I am unable to manage my portfolio due to the nature of my profession, I just mimic Stacey Laura Alviani, a CFA, whose acts I observed on Bloomberg Business News. Everything has been simple since then.
@@danieljackson87 I immediately began looking into Stacey's past. She has excellent self-control. Her credentials are strong, and she appears to have been thoroughly investigated. Her services are also available to foreign investors from nations other than the United States.
TSMC is so successful because they are deepply involved in chip design. Interiorly they have their own chip design department studying the designs from all chip design companies and constantly tape-out their reference design wafers prior to providing the calibrated spec . This can ensure the highest yield rate for common designs. Also it is a company that takes integrity very seriously. The result products perform as expected. Apple tried to use Samsung for their A9 processors for iphone 6s and the result chips worked not as expected so now TSMC makes all Apple chips even with higher price.
I am so blessed to have found your channel and one of your video drastically changed my trading life. You are by far the realest trader I have ever learned from in real life and I appreciate your authenticity and transparency. Keep up the good work and I hope you thrive more and more!
The market is filled with both overvaluation due to rapid gains and strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. So is it better to hold on or sell off positions to hold cash?
Markets have incorrectly priced in such a pivot six times over the last two years, according to Deutsche Bank, which sounded cautious about this seventh time. This is why pointers from market experts are essential.
Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to $700k, generating sufficient dividends for my household's needs.
I appreciate this share. I set up a call with her and I am keen on getting to talk to her particularly. Lady looks really great though even with the exams and other stuff.
Taiwan making the high -quality grade chipset and semiconductor which China can't do and owned..they are the most valuable companies and US must gains it with the Japanese and South Korea as these are the chipmakers of the Asia-Pacific regions and China didn't made anything for the world to proves their high-grade standards.
With world markets tumbling, inflation soaring, the Fed imposing large interest-rate hikes, the treasury yields rising rapidly, markets manipulations, and many other factors makes me wonder if people still make profits from all these investing BS.
I don't fully agree with you... With the right steps & predictions, one can make so much profit from the market in a day, do your own research.... Believe me or not as an inexperienced person who knows next to nothing, my net-profit is well over +65% just in a couple of months.
Spreadsheets have always seemed incredibly time-consuming, stressful, and of no relevance to me. I mirror Debra Marie Styner's positions in real-time and I prefer it because it's very very transparent and everything is automated I don't have to be actively involved You can give it a try.
I love how everyone wants to hate on Nvidia's run..TSMC points to that continuing and hopefully pulling ASML & AMAT along, because TSMC can't continue their growth without them supplying the machines. Loving the "semi" melt up!
I see my post was confusing..I meant to say 'TSMC's "forward guidance" points to that continuing'. TSMC is saying they will be ramping up to produce the increased chips that NVDA needs.
Wow. some people are really going to get left behind. We already had the big pullback in Semis, it was in '22. If you didn't increase your semi exposure when it was at an obvious bottom then, just admit you missed it and add an equal-weight position to participate in the major and continuing tech-uptrend. If you did miss it, you can still look at INTC or still-depressed automation sectors like ROBO or ARKQ
ARKQ ?? Are you kidding me, wouldn't touch any of the ARK ETF's with a barge pole. Cathie Wood like the goons in this video don't have a clue and are just there for entertainment purposes.
You got me, ARKQ is the one of those three that I don't own. TBH I thought about leaving my comment with Just the other two, but I own shares in a few companies who have ARKQ as a major shareholder, like KTOS and AVAV so I do agree with a few of their choices at the smaller allocations within the ARK funds. saying It like that keeps me from spewing microcap symbols all over the place @@amdistant5547
I just want my money to keep outgrowing the inflation rate. That is why I'm looking for companies now to put in $300k for a start. Just don't know strategies to employ in buying stocks to invest in
Chose quality stocks and follow them up. If you're not one for such complexities, hire a wealth manager to grow your money. I use the latter. Pulled in more than $46k in the last two months alone.
Right, when it comes to situations like this, it's ideal to engage in various options using an advisor, and I can attest to success of the basket approach seeing my portfolio grow from $350k to almost $1m in barely 3 years, by far my best financial milestone.
With the potential China-Taiwan war, there is a huge global risk of the economy crashing to a screeching halt. The likelihood of it being targeted to keep it out of the hands of China is plausible when a conflict breaks out. Investing in this company is quite risky in the long run imo.
Taiwan was attacked. I believe that not only TSMC was affected, but also the stock prices of technology companies around the world were affected, as well as the stock prices of trade and shipping, because Taiwan is located in the global trade and shipping position.
He says that without TSMC the world would come to a standstill! And is among 5 most important companies which the world depends on! Which are the other 4?
Coming back to this 1 month later, Josh Brown....Fail, Fail, Fail!!!! Nvidia is still a buy at $788, you dollar cost average into this stock, you don't wait! When the dip comes, you buy even more and if a dip never comes, you have DCA'd your way into the stock!!! How these ppl are professionals is a joke!!! I've been doing this for 6 months now seriously and I feel like I'm better at the market than these jokers!!!
TSMC took 11.6 billion from the government in grants/loans and given a ton of land that is sitting there doing nothing. They should at least be charged higher interest on the US tax dollars if they don’t provide the jobs promised.
Josh Brown is an idiot. To think people actually trust him with their money. He bought Moderna at $125 a while ago and was bragging how cheap he got it.
Why? Taiwan is, like Japan, a favoured nation trading partner with the Us since WW2. And Taiwanese based companies own huge companies, quietly, in China (mostly the dirty stuff from the eighties to now). Taiwanese are NOT fans of the mainlands way of doing politics and business, and never have been.
There are substitutes for TSMC, inferior yes but substitutes nonetheless. You just move back to 7nm even 10-12nm and the functionality is the same practically.
Not as bad as substituting horses for cars but perhaps propeller planes for jets. Going backwards isn’t going to work. That’s why they are building in the USA.
@@scottanderson9656 Yes if you can. It’s not easy to ramp up on a 5nm chip with very exact euv processes. You just go slower with higher power envelope but using exactly the same software stack with 10nn even 14nm which global foundries and other chip companies can manage if Taiwan factories are destroyed.
@@francisdelacruz6439 Ok you don't get it. The chips process are much more powerful and much more efficient. This means that you get more done with less. You can put a man on the moon using an abacus but all things considered it's not a good idea. Processing power is important as is efficiency and going slower often is a very very bad idea. Then again if you want to ride a horse to work go for it sport.
Josh Brown is an idiotic trader. He’ll talk a company up after he’s just bought it, then sell it a few weeks later. Anyone who talks “moving day averages” is not an investor and a low resolution thinker.
TMSCs importance in exaggerated. They only fabricate wafers. They do not design chips. I would recommend reading the SIA State of the Industry (pdf and freely available). Intel and Samsung are as capable in wafer fabrication. The investment banking industry has been pushing Intel to get out of the fabrication sector. How then is TSMC so valuable? Most of the chips TSMC makes are not critical items. About 30% of NVidia's products are gaming chips. How will the world come to a halt if you cannot play Call of Duty at 4K and 60 fps? Will the world end if there are no iPhones? Wafer fab is only a small part of the computer ecosystem.
Many leading technology companies, including Apple, AMD, NVIDIA, and Qualcomm, rely on TSMC for the production of their semiconductor chips. TSMC's advanced manufacturing capabilities are essential for producing chips used in a wide range of applications, including smartphones, computers, gaming consoles, automotive electronics, artificial intelligence, and more. These applications often require high-performance and energy-efficient chips, which TSMC specializes in producing.
Intel and Samsung cannot produce nearly as many chips as TSMC can. TSMC has 59% market share (by revenue) in the semiconductor industry... and they make around 90% of all advanced chips. Advanced chips are critical for military, AI, and research applications. Without TSMC the world would not have been nearly as advanced as it is today.
TSMC is THEE most important company. Nothing runs without TSMC. How can you own amd, apple, nvidia and not TSMC. If TSMC goes down they are all going with it.
True
Without ASML, it is just another chip producer. The IP is obviously with the others, and thus the high profitability.
While everything does hinge on TSMC for the time being, major efforts are in play in an effort to onshore this capability. It will of course take many more years, and one of the locations is TSMC also, they will likely lose market share by the end of the decade.
I think he downplayed them due to the profitability compared to the others. Your point is valid, in that everything hangs on them, but they are not necessarily the best of the bunch to own at this point.
Sort of the same with Intel right now, tons of capex on construction for the future. At some point they will be worth owning more so, and could surpass the current frontrunners.
totally wrong. The moat is massive. And the tsmc collaborative ecosystem is huge. No one can just spin up a fab business at tsmcs scale, customers relationships and institutional knowledge. If you ask anyone who actually knows the semiconductor space they know onshoring all of tsmc is not feasible. Also intel cant compete financially. TSMC is a wildly more efficient and profitable company and in a way healthier financial position. @@twan102000
TSM I can see this doing an Nvidia going to $400-$500 this year
TSMC has more IP than Intel and Samsung ASML Only the technical support of TSMC can create the EUV. Of course it is ASML investors
tsmc(or Taiwanese people) know how to design better than nVidia, AMD, Broadcom, Qualcom, Intel, but tsmc does not compete with them... tsmc even helps those guys to design their chips... it is just different market segment and Taiwanese mindset...
TSMC does not need to design its own chips because when customers want to design their own chips, TSMC assists them.
I would never switch to Pepsi. But yeah I like TSMC
they're both cancer water, but pepsi is exceptionally gross
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
“Leila Simoes Pinto’’ You can easily look her up, she has years of financiaI market experience.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.
Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
“Vivian Louise Dehoff’’ You can easily look her up, she has years of financiaI market experience.
*Vivian Louise Dehoff* . She's been able to gain some reputation with over a decade of experience, so it shouldn't be a hassle to find basic information on the web.
Personal computers were popularized from 1980 to 2000, smartphones were popularized from 2000 to 2020, and the next 20 years will be AI chips and network services.
I recently made further purchases. Saving for a market slump is also a bad idea. There are different perspectives on recessions and depressions; we cannot always expect significant rewards; and taking risks is preferable to doing nothing. The bottom line is that by diversifying your portfolio and making sensible judgments, you will accomplish exceptional outcomes. In just 5 months, my portfolio's raw earnings increased by $608k.
Despite my conviction in your direction, my recent stock purchases, and the fact that I am an AMC shareholder, I have not been able to amass anything. I had been in debt for far too long before the collapse. What are the steps required in investing?
I completely agree, which is why I think it's important to delegate decision-making responsibility to an investment coach. Underperformance is essentially unimaginable given their specialized experience and education, as well as the fact that each of their skills is focused on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable events. Working with an investment coach for over two years, I've made over $1.5 million.
I've avoided all of the problems that the volatile market provides. Reading, research, patience, and seeking help when needed are the best strategies to break into the market today. Because I am unable to manage my portfolio due to the nature of my profession, I just mimic Stacey Laura Alviani, a CFA, whose acts I observed on Bloomberg Business News. Everything has been simple since then.
@@danieljackson87 I immediately began looking into Stacey's past. She has excellent self-control. Her credentials are strong, and she appears to have been thoroughly investigated. Her services are also available to foreign investors from nations other than the United States.
TSMC is so successful because they are deepply involved in chip design. Interiorly they have their own chip design department studying the designs from all chip design companies and constantly tape-out their reference design wafers prior to providing the calibrated spec . This can ensure the highest yield rate for common designs. Also it is a company that takes integrity very seriously. The result products perform as expected. Apple tried to use Samsung for their A9 processors for iphone 6s and the result chips worked not as expected so now TSMC makes all Apple chips even with higher price.
What are the other four companies??
I'll name one for you, Nvidia
There're definitely TSM, ASML, NVDA
I am so blessed to have found your channel and one of your video drastically changed my trading life. You are by far the realest trader I have ever learned from in real life and I appreciate your authenticity and transparency. Keep up the good work and I hope you thrive more and more!
The market is filled with both overvaluation due to rapid gains and strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. So is it better to hold on or sell off positions to hold cash?
Markets have incorrectly priced in such a pivot six times over the last two years, according to Deutsche Bank, which sounded cautious about this seventh time. This is why pointers from market experts are essential.
Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to $700k, generating sufficient dividends for my household's needs.
@@Bobhenry-c7z Do you mind sharing info on the adviser who assisted you?
'Monica Amanda McClure'. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I appreciate this share. I set up a call with her and I am keen on getting to talk to her particularly. Lady looks really great though even with the exams and other stuff.
Taiwan making the high -quality grade chipset and semiconductor which China can't do and owned..they are the most valuable companies and US must gains it with the Japanese and South Korea as these are the chipmakers of the Asia-Pacific regions and China didn't made anything for the world to proves their high-grade standards.
Ha, Josh and Karen telling you not to buy now because they missed the rally and want to buy lower.
Yes! TSMC is really really really important to USA.
It is worth listening to it again and again
AMD TSMC 我已經獲利120％ NVIDIA我已經獲利 600%
USA Taiwan No.1
With world markets tumbling, inflation soaring, the Fed imposing large interest-rate hikes, the treasury yields rising rapidly, markets manipulations, and many other factors makes me wonder if people still make profits from all these investing BS.
I don't fully agree with you... With the right steps & predictions, one can make so much profit from the market in a day, do your own research.... Believe me or not as an inexperienced person who knows next to nothing, my net-profit is well over +65% just in a couple of months.
Your profit margin is quite inspiring and stunning for a starter; do you make use of spreadsheet, what is your biggest holding
Spreadsheets have always seemed incredibly time-consuming, stressful, and of no relevance to me. I mirror Debra Marie Styner's positions in real-time and I prefer it because it's very very transparent and everything is automated I don't have to be actively involved You can give it a try.
Do you mind sharing info on the adviser who assisted you? I have a plummeting portfoIio.
She's known as 'Debra Marie Styner'. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I love how everyone wants to hate on Nvidia's run..TSMC points to that continuing and hopefully pulling ASML & AMAT along, because TSMC can't continue their growth without them supplying the machines. Loving the "semi" melt up!
It’s the other way around, nvidia depends on tsmc for their chips. What are you smoking
tsmc rilies on asml
@@Conntrailed
I see my post was confusing..I meant to say 'TSMC's "forward guidance" points to that continuing'. TSMC is saying they will be ramping up to produce the increased chips that NVDA needs.
Wow. some people are really going to get left behind. We already had the big pullback in Semis, it was in '22. If you didn't increase your semi exposure when it was at an obvious bottom then, just admit you missed it and add an equal-weight position to participate in the major and continuing tech-uptrend. If you did miss it, you can still look at INTC or still-depressed automation sectors like ROBO or ARKQ
ARKQ ?? Are you kidding me, wouldn't touch any of the ARK ETF's with a barge pole. Cathie Wood like the goons in this video don't have a clue and are just there for entertainment purposes.
You got me, ARKQ is the one of those three that I don't own. TBH I thought about leaving my comment with Just the other two, but I own shares in a few companies who have ARKQ as a major shareholder, like KTOS and AVAV so I do agree with a few of their choices at the smaller allocations within the ARK funds. saying It like that keeps me from spewing microcap symbols all over the place @@amdistant5547
I just want my money to keep outgrowing the inflation rate. That is why I'm looking for companies now to put in $300k for a start. Just don't know strategies to employ in buying stocks to invest in
Chose quality stocks and follow them up. If you're not one for such complexities, hire a wealth manager to grow your money. I use the latter. Pulled in more than $46k in the last two months alone.
Right, when it comes to situations like this, it's ideal to engage in various options using an advisor, and I can attest to success of the basket approach seeing my portfolio grow from $350k to almost $1m in barely 3 years, by far my best financial milestone.
think you could suggest any professional/advisors i can get on the phone with?
Nicole Desiree Simon is her name. She is regarded as a genius in her area and works for Empower Financial Services
Thanks for the advice. The search for your coach was simple. I investigated her well before using her services.
Instead of just going through the earnings and growth why are you not talking insane 50% move by AMD in last few weeks.
SMH ETF is the way to go for myself.
Josh, no such thing as "very unique". It's either unique or it's not unique.
Best tactical buy.
TSMC9.4%
i wished i watched this video and bought some tsmc shares
TSMC是唯一不是之一
Coke swing to pepsi ?? Are you nuts !!!?
With the potential China-Taiwan war, there is a huge global risk of the economy crashing to a screeching halt. The likelihood of it being targeted to keep it out of the hands of China is plausible when a conflict breaks out. Investing in this company is quite risky in the long run imo.
hahaha... really believe in the fear story... keep going
that's the only thing I'm worried about
Yes. Nobody knows what Xi's going to do next, but also its a bigger risk to own Nvidia and AMD because of their evaluations.
我觉得你担心的情况很难发生的，因为你们不了解中国人
Taiwan was attacked. I believe that not only TSMC was affected, but also the stock prices of technology companies around the world were affected, as well as the stock prices of trade and shipping, because Taiwan is located in the global trade and shipping position.
He says that without TSMC the world would come to a standstill! And is among 5 most important companies which the world depends on! Which are the other 4?
what I want to know!
He's just throwing numbers to sound smart. That's the lingo of finance people. They are not engineers.
Coming back to this 1 month later, Josh Brown....Fail, Fail, Fail!!!! Nvidia is still a buy at $788, you dollar cost average into this stock, you don't wait! When the dip comes, you buy even more and if a dip never comes, you have DCA'd your way into the stock!!! How these ppl are professionals is a joke!!! I've been doing this for 6 months now seriously and I feel like I'm better at the market than these jokers!!!
buffett did not sell TSM because its a bad company
TSMC took 11.6 billion from the government in grants/loans and given a ton of land that is sitting there doing nothing. They should at least be charged higher interest on the US tax dollars if they don’t provide the jobs promised.
So?
Look around, it is me stumbling all over !
Josh Brown - Don't buy now when everyone is buying, wait till the end when stock does another 50% and then buy possible top! Lol
Josh Brown is an idiot. To think people actually trust him with their money. He bought Moderna at $125 a while ago and was bragging how cheap he got it.
😎
👍
Today is not the best day... What a joke Josh!
YeAH Im so confused...
我已獲利TSMC 190%
This didn't age well
This stock is finished
4:37 That dude walking in the background, is he that trader guy they always have a picture of? this dude? th-cam.com/video/ogbRyjeU1IQ/w-d-xo.html
can we please move them out of Taiwan?
No
The U.S. expertly manages one-size-fits-all enterprises. This is where disruptive technologies go to die.
First of all, "we" don't control them. Secondly, they are already opening operations in the US.
Why? Taiwan is, like Japan, a favoured nation trading partner with the Us since WW2. And Taiwanese based companies own huge companies, quietly, in China (mostly the dirty stuff from the eighties to now). Taiwanese are NOT fans of the mainlands way of doing politics and business, and never have been.
Taiwan owns the company, there interest is only keep the best technology there. Its there best defense against China.
AI is needed for a good War.
Not one of then😂😂 it is the most important
There are substitutes for TSMC, inferior yes but substitutes nonetheless. You just move back to 7nm even 10-12nm and the functionality is the same practically.
Depends on how you define “functionality”
@@larrypan6811 Same programs from kernel to apps without mods will work only a bit slower and have higher power consumption.
Not as bad as substituting horses for cars but perhaps propeller planes for jets. Going backwards isn’t going to work. That’s why they are building in the USA.
@@scottanderson9656 Yes if you can. It’s not easy to ramp up on a 5nm chip with very exact euv processes. You just go slower with higher power envelope but using exactly the same software stack with 10nn even 14nm which global foundries and other chip companies can manage if Taiwan factories are destroyed.
@@francisdelacruz6439 Ok you don't get it. The chips process are much more powerful and much more efficient. This means that you get more done with less. You can put a man on the moon using an abacus but all things considered it's not a good idea. Processing power is important as is efficiency and going slower often is a very very bad idea. Then again if you want to ride a horse to work go for it sport.
Josh blah blah blah. Who said to sell nflx meta in 2022 bottom. 😂😂😂
The chip glut is coming.
✌️✌️✌️✌️🤞
There was no word about XRP out of jeremy mouth! click bait!
How stupid does he sound comparing prices now 😀😀😀
Josh Brown is an idiotic trader. He’ll talk a company up after he’s just bought it, then sell it a few weeks later. Anyone who talks “moving day averages” is not an investor and a low resolution thinker.
TMSCs importance in exaggerated. They only fabricate wafers. They do not design chips. I would recommend reading the SIA State of the Industry (pdf and freely available). Intel and Samsung are as capable in wafer fabrication. The investment banking industry has been pushing Intel to get out of the fabrication sector. How then is TSMC so valuable? Most of the chips TSMC makes are not critical items. About 30% of NVidia's products are gaming chips. How will the world come to a halt if you cannot play Call of Duty at 4K and 60 fps? Will the world end if there are no iPhones? Wafer fab is only a small part of the computer ecosystem.
Many leading technology companies, including Apple, AMD, NVIDIA, and Qualcomm, rely on TSMC for the production of their semiconductor chips.
TSMC's advanced manufacturing capabilities are essential for producing chips used in a wide range of applications, including smartphones, computers, gaming consoles, automotive electronics, artificial intelligence, and more. These applications often require high-performance and energy-efficient chips, which TSMC specializes in producing.
Without TSM, AMD/NVIDIA, won't have any chips, and maybe INTC, either
Intel and Samsung cannot produce nearly as many chips as TSMC can. TSMC has 59% market share (by revenue) in the semiconductor industry... and they make around 90% of all advanced chips. Advanced chips are critical for military, AI, and research applications. Without TSMC the world would not have been nearly as advanced as it is today.
The 59% share you cite is for foundry services. Intel makes most of its chips internally, and they do not show up in foundry statistics.@@snailedlt
Exaggerating?
Haha
I love the comment made by people who has zero knowledge about this industry
Jagx stock