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#11
Mar 29 2021 11:38am
Quote (Thor123422 @ Mar 29 2021 05:13pm)
TSMC has all their production sold out to like 2023 I think and I don't see demand letting up any time soon. Even ignoring GPUs and CPUs, auto manufacturers are upping demand from electric cars, IOT needs silicon, etc. etc.

Really the only thing that will make TSMC go down in value would be a catastrophic failure in their plants or a raw materials shortage that would send the entire world into a tailspin.


Don't forget the threat of China. It's Xi Jinping's goal to have Taiwan before he leaves office, so there is a significant chance of China attacking Taiwan in the next 15 or so years. How much that would affect companies like TSMC is debatable
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#12
Mar 29 2021 11:42am
Quote (dro94 @ Mar 29 2021 12:38pm)
Don't forget the threat of China. It's Xi Jinping's goal to have Taiwan before he leaves office, so there is a significant chance of China attacking Taiwan in the next 15 or so years. How much that would affect companies like TSMC is debatable


I'm not particularly concerned about that honestly. Neither Democrats or Republicans want Taiwan to fall under Chinese control, and Biden made a very strong showing like his first week by sending an aircraft carrier to Taiwan.

Honestly if you just buy TSMC and Samsung in roughly equal measure you'll win no matter what. They're both at full capacity and if one has an issue the other does better for it. I mean, assuming you can legally buy TSMC that is.

This post was edited by Thor123422 on Mar 29 2021 11:42am
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