Genuine Impact - Because your money deserves better

Genuine Impact - Because your money deserves better

Share this post

Genuine Impact - Because your money deserves better
Genuine Impact - Because your money deserves better
Behemoth in semi chip manufacturing: TSMC

Behemoth in semi chip manufacturing: TSMC

2nd stock in our 'not just Nvidia' series

Genuine Impact's avatar
Genuine Impact
Jun 23, 2023
∙ Paid
9

Share this post

Genuine Impact - Because your money deserves better
Genuine Impact - Because your money deserves better
Behemoth in semi chip manufacturing: TSMC
Share

Last week we covered ASML as another large-cap company in the semiconductor space besides Nvidia. This week we will look at another behemoth in the area but a different part of the value chain: TSMC in semiconductor chip manufacturing.

As a recap, semiconductor stocks are not just Nvidia. The whole industry has a variety of names at different parts of the value chain.

Visualizing the value chain from chip design, and manufacturing to assembly as well as equipment provider. ASML is the biggest player in the equipment space, and now let’s look at TSMC, the largest company in the manufacturing segment.


This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Genuine Impact
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share