$Taiwan Semiconductor(TSM.US)$ and Samsung, $Intel(INTC.US)$The difference is widening month by month and year by year, but TSMC is very good at what we do.
The biggest reason is that TSMC doesn't compete directly with competitors.
Being a pure foundry is TSMC's biggest appeal, and companies don't need to invest large capital to focus on design.

$Japan Electronic Materials(6855.JP)$ It is a major probe card specialist and also handles development and design, and accounts for 99% of sales in the same product field.
Also, 40% of sales are overseas, and in addition to the US and Europe, they have bases in Asia such as Taiwan. <TSM>Meanwhile, keeping in mind the expansion of orders for TSMC in Taiwan, they have set out a policy to gradually increase probe card manufacturing capacity by adding production lines in Kumamoto, and triple it over a long period of time.
SK Hynix in mid-April $Taiwan Semiconductor(TSM.US)$ It was announced that they have signed a memorandum of understanding to cooperate on the production of next-generation HBM and the integration of logic and HBM using advanced packaging technology, and we plan to proceed with the development of the 6th generation “HBM4,” which is scheduled to be mass-produced from '26. This
There is a high probability that business opportunities will expand for the company along with this.
Business performance has also entered a rapid recovery trend, and operating profit for the fiscal year ending 25/3 is expected to be 2.4 billion yen, 2.8 times higher than the previous fiscal year, but after the fiscal year ending 26/3...

$Laboro.AI(5586.JP)$ I went in at 1500 starting today, and there was an unrealized profit of 100,000 or so on the way, but it was left unattended. I'm looking forward to it
AI, how should we move now?
“AI is a technology that is changing all industries and lives.”
If that's the case, it's unwise to set limits on how to use it.
We want AI to be used in every scene
I will pour in as much wisdom as I can.
What is the most necessary thing to do that?
It is the ability to “connect” technology and business.
In other words, “what can be done with technology” and “what is valuable to industry”
It is the ability to find points of contact and shape them.
We are
Aiming to create value in all industries,
As a professional connecting technology and business,
I will continue to refine that ability.

$Tesla(TSLA.US)$ With the latest fully automated driving (FSD) software update, Elon: Major v12.4 and v12.5 upgrades, drivers have reported the opposite feeling. Once you experience the FSD's sophisticated features, you'll feel strange anxiety when driving unassisted. If you get too used to the reliability and functionality of an FSD, especially in troublesome situations such as high-traffic intersections where pedestrians and bicycles come and go, you'll find that computers are more alert and more decisive than behind the wheel.