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.