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Has anyone read Chip War by Chris Miller?
Posted on 2/11/26 at 9:03 am
Posted on 2/11/26 at 9:03 am
I bought TSM back in 2021 and read this book not too long after. It helped my resolve when Buffet liquidated his entire position in the company sending the price from $120 to $80.
In summary, the book asks you to imagine a scenario where the entire worlds oil supply comes from one island and how tense that could be.... This is the situation with TSM, it is essentially the worlds most important company.
1
Posted on 2/11/26 at 10:14 am to The Baker
TSM has since expanded to Phoenix and Japan. China hasn't been too happy about it, but it's definitely ratcheting down the risk.
Intel latest process improvements and they are getting closer to tsm
Intel latest process improvements and they are getting closer to tsm
Posted on 2/11/26 at 11:26 am to UltimaParadox
quote:
TSM has since expanded to Phoenix and Japan.
It is true, however the advanced chips are still made in Taiwan.
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