1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM.
2. I'd think there is at least another 25% worth of upside in this stock.
3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments