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Feb 16, 2021
8:40
:34
am
flyzag
All-American
TSM I think is the supplier for the auto industry. They own the market.
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flyzag
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flyzag
Joined
Nov 15, 2010
Last login
Jun 4, 2024
Total posts
5,061 (0 FO)
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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
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