TSM -- October 18, 2023

Locator: 45809INV.

Too much to cover here, so will simply provide the links. 

Folks are on their own.

Tech at the top, a tab.

Foxconn throws in the towel: won't chase high-end chips (euphemism for "Nvidia"). 

So, we're left with two? Nvidia and AMD? 

Nope. Three: Nvidia, AMD, and Silicon.

Apple: $3-trillion company --

• one trillion: iPhones, and other hardware/software
• one trillion: services; think cloudd
• one trillion: chips

Foxconn won't chase 4 nm and 3 nm technology. Say what.

Apple now at 3 nm.

And now, TSM: 2 nm now and 1 nm around the corner.

Wiki: link here.

TSM to build a huge new 2-nm / 1-nm facility in Taiwan. 

TSM — which produces chips for some of the world's largest tech companies including Apple (AAPL), Nvidia (NVDA) and AMD (AMD) — did not provide information on potential sites for new facilities. See below.

AMD CEO says she doesn't believe in moats.

Money is a moat. And TSM has a lot of money. Enough money to build brand new 1-nm / 2-nm facilities. 

Ticker: falling this past week; up 140% over past five years; up 45% over past year. P/E of 16 and pays 2%.

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Deep In The Weeds

TSM had hoped to build the new facility in Longtan, northern Taiwan, but looks like it will have to build next to its current facility in south Taiwan, in Kaohsiung Chen Chi-mai. 

Maybe a map later, when I have more time. 

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.