TSM / TSMC -- The Backbone Of The New Digital Economy -- Re-Posting With New Material -- 9:00 P.M.CT -- Thursday, January 16, 2025

Locator: 44693AI.

AI: catch-all for sixth industrial revolution. 

• Chips.

• Large data centers:
• copper
• natural gas
• mundane storage

• Space communications:
• SpaceX
• Blue Origin
• Loft Orbital
  

• E-commerce: 
• Amazon
• Walmart
  

• US military-industrial complex:
• Department of Defense
• unmanned vehicles, drones
  

*******************************
TSMC: 4Q24 -- Calendar Year 2024

Updates

January 16, 2025, link here: 

Original Post

TSMC: profits surge. I’m not sure what to say. The numbers are absolutely, stunningly positive. See this post, for the archives.

TSM / TSMC: 

• link here:
• App Economy Insights:
• CNBC:
• Barron's.

C.C. Wei has been added to the "Titans." Link here.

The graphics:

Look at those margins -- on hardware! 43%.

Had Biden been re-elected, his DOJ would have eventually gotten around to suing TSM for .... something. 

TSM: January 12, 2023. 

See this post, for the archives.

Today:

I honestly don't understand the investment advice on-line brokers, analysts, talking heads are providing. Am I missing something? Rhetorical. Please don't answer.

Five years: