$Taiwan Semiconductor(TSM.US)TSMC as a strong long-term play because it dominates the global semiconductor foundry market and is deeply tied to the booming AI and high-performance computing industries. TSMC’s advanced process technologies (like 3 nm and upcoming 2 nm nodes) are essential for chips used in AI servers, data centers, smartphones, and other cutting-edge applications, giving it pricing power and high utilization of its manufacturing capacity.

On top of that, TSMC’s proactive global expansion such as building fabs in the U.S. and Japan and expanding capacity help to position it to serve diversified markets and mitigate some geopolitical supply risks. @Bridge Buzz SG