reviewed Taiwan Semi's fiscal year results, which re-iterated all of the positives we saw in the initial review. TSMC continues to be the semiconductor foundry of choice for all of the most cutting-edge applications in tomorrow's technologies, like self-driving vehicles, high-performance computing, and AI. It stands almost alone in its technological dominance, carving itself out an enormous moat that only a couple firms in the world would even think about challenging. Now trading more than 25% under our fair value, it gets added to the Buy List today!">
We just recently reviewed Taiwan Semi's fiscal year results, which re-iterated all of the positives we saw in the initial review. TSMC continues to be the semiconductor foundry of choice for all of the most cutting-edge applications in tomorrow's technologies, like self-driving vehicles, high-performance computing, and AI. It stands almost alone in its technological dominance, carving itself out an enormous moat that only a couple firms in the world would even think about challenging. Now trading more than 25% under our fair value, it gets added to the Buy List today!
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