I own TSM and UMC. TSM is the market leader.

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Feb 16, 2021
8:35:09am

Genghis Spreads All-American

I own TSM and UMC. TSM is the market leader.

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Genghis Spreads

Previous username: BeefNoodleSoup
Bio page: Genghis Spreads
Joined: Feb 23, 2004
Last login: May 16, 2024
Total posts: 34,189 (306 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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