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Aug 13 at 12:11 PM
$Taiwan Semiconductor(TSM.US)
The market keeps focusing on short term headlines, but I see TSMC quietly strengthening its global manufacturing moat through its latest sensor JV with Sony in Japan.
What matters to me is TSMC’s unmatched process execution and advanced packaging capabilities. These are difficult for competitors to replicate. By securing key bottlenecks in AI computing and image sensors, TSMC continues to strengthen its position across the tech ecosystem.
I’d rather own great compounders than trade short term noise. When a company controls critical technology, I’m happy to let the compounding work in the background.
@Captain's Treasure
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