---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000355107.md"
description: "$Taiwan Semiconductor(TSM.US) An elite moat company with strong demand and partnerships with other major tech companies like Nvidia, Apple, AMD and more. Sure the recent Oracle and Broadcom pullback has certainly affected TSM's Stock price, but it's hard to ignore the fact that TSM has >90% advanced share, backed by an average 26% ROIC and consistently beating earnings estimates. 30 day moving average holds strong at ~$275+, a consolidation at this range won't be surprising till the whole AI market starts to rally again. @Bridge Buzz SG"
datetime: "2025-12-16T11:14:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000355107.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000355107.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000355107.md)
author: "[NewUser_CkrdqW ](https://longbridge.com/en/profiles/16451694.md)"
generator: "portal-rs"
---

# $Taiwan Semiconductor(TSM.US) An elite moat compan…


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## Comments (3)

- **AllIn Call · 2025-12-16T11:37:49.000Z**: better bet than nvda now? less hype, more stability, still essential to AI
  - **NewUser_CkrdqW ** (2025-12-16T11:40:41.000Z): might be, but nvda is slightly more volatile in terms of volume exchange, so it depends on who u believe in more short term and long term
- **大王进山 · 2025-12-16T11:29:58.000Z · 👍 1**: geopolitical risks are real, but until someone else can do 3nm at scale, TSM owns the future


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**