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Alibaba$Taiwan Semiconductor(TSM.US)remains the undisputed “king” of the AI chip world with monster earnings that beat expectations, but lah, the stock price is already quite high and recent news show growth slowing down a bit, so you must be careful not to chase it blindly.
TSMC revenue hit NT$1.134 trillion (about $35.9 billion USD), which is 35.1% higher than last year and beat analyst estimates. The EPS came in at $3.49, smashing the estimate of $3.28 by quite a bit. So demand is there! @Bridge Buzz SG
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