My Account
Sign up, and you'll be able to vote in polls.
Sign up
Invalid message
Report problem with this ad
Start a related thread
Start a related poll
Reply via Boardmail
Feb 16, 2021
8:37
:35
am
squidmark
All-American
TSM would be a good play. I've had AMD for a few years and I keep thinking of
selling some, but I just can't. I still think there's a lot of upside, and they have a fantastic CEO. But they are somewhat dependent on TSM.
Start a related thread
Start a related poll
Reply via Boardmail
Report problem with this ad
squidmark
Bio page
squidmark
Joined
May 28, 2003
Last login
Oct 31, 2024
Total posts
23,888 (42 FO)
Report problem with this ad
Messages
Author
Time
Any thoughts on equities in the semiconductor space? Been in some ETFs as I see
Cougar8Duck
2/16/21 8:26am
I own TSM and UMC. TSM is the market leader.
Genghis Spreads
2/16/21 8:35am
TSM would be a good play. I've had AMD for a few years and I keep thinking of
squidmark
2/16/21 8:37am
TSM I think is the supplier for the auto industry. They own the market.
flyzag
2/16/21 8:40am
They do the actual manufacturing for a lot of chip designers — Apple, AMD, etc.
squidmark
2/16/21 8:43am
Do semiconductor ETFs include fabless design houses?
Genghis Spreads
2/16/21 8:50am
True but that's kinda strange. Autos don't need advanced chips like phones do.
Genghis Spreads
2/16/21 8:46am
TSM is a foundry
AZ Coug
2/16/21 10:59pm
Link
flyzag
2/17/21 5:34am
Report problem with this ad
Posting on CougarBoard
In order to post, you will need to either
sign up
or
log in
.
Report problem with this ad