NVIDIA$Taiwan Semiconductor(TSM.US)
The reason TSM wins is actually very simple and it is not just about technology. It is about trust.
Samsung and Intel try to do everything. They want to make chips and also sell their own products. TSM just focuses on making chips for others. They never compete with their customers. That is why Apple and Nvidia feel safe giving them their best designs. I am betting on this pure partnership model.
This is just my personal sharing and experience, not financial advice.
@Bridge Buzz SG
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