Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters ๐ @UofIllinois
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February 2012
153 ํ๋ก์ ์ค 144.2K ํฌ
"TSMC plans to build 25 fabs over 5 years."
$TSM is responding to semiconductor supply shortages & demands driven AI data centers.
This would increase production capacity by 1.5 times from current levels (currently 16 fabs: 11 front-end, 5 back-end).
Huge incremental revenue๐ฅ
๋ ๋ณด๊ธฐ
