TSM
💻 科技Taiwan Semiconductor Manufacturing Company Limited
US· SemiconductorsKindred Ideas
1
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Kindred Research
1Analysis2026-02-07
Externalby Emerging Market Skeptic · Substack
EM Fund Stock Picks & Country Commentaries (February 8, 2026)
Platinum Asia Fund's January monthly factsheet discussed or mentioned Taiwan Semiconductor Manufacturing Company (TSMC).
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David Tepper - Appaloosa Management2026年2月14日
台积电是全球半导体供应链中最不可替代的环节。先进制程的技术领先优势至少还能维持5-10年。地缘政治风险被市场过度定价了。