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Two Blokes Tue at 9:00 PM -
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Taiwan Semiconductor Manufacturing Company Limited's critical role in the semiconductor value chain may not be well-understood enough by all semiconductor investors. Despite cyclical headwinds and potential tariff impacts, TSMC's long-term growth prospects remain strong, spurring its recent outperformance. TSMC's strategic expansion in Arizona aims to mitigate geopolitical risks and support U.S. chip production, enhancing its competitive edge over rivals.
