Seems all crucial aspects of a moat barrier is at play for TSMC.
What may remain of concern are:
- the stage of maturity the market to trigger future growth and increased profitability
- unexpected shifts in technological advancement of which the Palantir technologies phenomenon may yet be a springboard
Finally, a watchful surveillance must be kept by the investor on Chinaaof the possible final outcome of a seeming unsolvable problem: guarantee of perpetual sovereignty of the little Island state. This will remain a ticking timebomb and continuous risk analysis consideration, which will require agile and immediate proactive "sell" action by the acute investor
Seems all crucial aspects of a moat barrier is at play for TSMC.
What may remain of concern are:
- the stage of maturity the market to trigger future growth and increased profitability
- unexpected shifts in technological advancement of which the Palantir technologies phenomenon may yet be a springboard
Finally, a watchful surveillance must be kept by the investor on Chinaaof the possible final outcome of a seeming unsolvable problem: guarantee of perpetual sovereignty of the little Island state. This will remain a ticking timebomb and continuous risk analysis consideration, which will require agile and immediate proactive "sell" action by the acute investor
Very well-rounded analysis, looking forward to the next chapter:)
Thanks!
Thank you so much do you have part 2 of this article
https://globaloutperformers.substack.com/p/taiwan-semiconductor-manufacturing-701 Part 2 is now up here