
Rate Of Return
Alibaba$Taiwan Semiconductor(TSM.US) dominant position as the world’s largest contract chipmaker is reinforced by its technological leadership in 3nm and upcoming 2nm processes, with 3nm technology already contributing 28% of wafer revenue and strong demand from AI chip customers like Nvidia and AMD driving accelerated capital expenditure plans! Its a string buy to me, as they try to diversify production into other countries!
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