Revisiting TSMC: Sales Update, Buy Plan

TSMC is a foundry that manufactures the world’s most advanced chips, designated by node size. The most advanced node in production today is the 3nm and is primarily used by Apple in iPhones and MacBooks. The 5nm/4nm is used by Nvidia and others for AI accelerators, with high-performance computing quickly moving to 3nm and even 2nm. We feel some of the most important work we can do as investors is to look at the stocks that got away from us. The team is continually looking to improve, and thus we present you with an update on the financials as we look for an entry again.

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