TSMC is one of the most important companies in the world and it's a great play for investors. Why? No matter who comes up with the best chip, TSMC will be the one who will manufacture it.
You can still find tech, semicon, indirect AI etc related plays in Taiwan (especially), Korea etc (some of the closed end funds for those countries will talk about them) e.g.:
That was great.
I’d recommend the podcast Acquired’s 3hr history of TSMC. Really gives you a sense for how entrenched they are.
https://open.spotify.com/episode/2sUyRjx5GaDYXVWnhWjsRv?si=-WDuCFmXTtac0BHowi75ig
This is amazing! I love Acquired but I didn't know such an episode existed. Thank you so much, I will definitely listen it all!
I linked to your post in my Monday web links post - Emerging Market Links + The Week Ahead (April 15, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-april-15-2024
This industry is one I've kind of shied away from because at the beginning I just thought I missed it and there was no point diving further into it.
Articles like this one prove there's still so much room for growth. Quality stuff again!
You can still find tech, semicon, indirect AI etc related plays in Taiwan (especially), Korea etc (some of the closed end funds for those countries will talk about them) e.g.:
https://emergingmarketskeptic.substack.com/p/e-ink-holdings-moving-beyond-epaper-kindle
https://emergingmarketskeptic.substack.com/p/yageo-corp-tpe-2327-powers-ai-passive-components