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Strategies & Market Trends : Dino's Bar & Grill

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To: Goose94 who wrote (109673)	8/9/2021 1:59:20 PM
From: Goose94	Read Replies (1) of 202710

Taiwan Semiconductor Manufacturing Company (TSM-NY) top pick from Shane Obata on BNN.ca Market Call Monday Aug 9th @ 1200ET Taiwan Semiconductor Manufacturing (TSM) is the world’s leading foundry. The company controls >60 per cent of global market share and has the most advanced technology. TSM’s sustainable advantage comes from strong execution leading to consistent demand. This allows for continued investment into R&D, which allows the company to maintain its technological leadership. TSM is well positioned for long-term growth, with high performance computing expected to take over as the main driver of demand post the smartphone era. Also significant upside potential from auto electrification, etc. The bottom line is that TSM is more likely to extend its lead than to let Intel catch up.

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