$Taiwan Semiconductor (TSM.US)$ TSMC is a good company, but...
$Taiwan Semiconductor(TSM.US$ TSMC is a good company, but due to geopolitical factors, TSMC is a good company, but due to geopolitical factors, TSMC will not consider entering the market until TSMC has moved its production capacity to the US.
Moreover, demand in the semiconductor industry fell sharply in 23 years, and the war caused raw materials to be produced to rise. Coupled with interest rate hikes and reductions this year, the valuation of the semiconductor industry was doubly suppressed $NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$
Moreover, demand in the semiconductor industry fell sharply in 23 years, and the war caused raw materials to be produced to rise. Coupled with interest rate hikes and reductions this year, the valuation of the semiconductor industry was doubly suppressed $NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$
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