Taiwan Semiconductor is the world’s largest third-party chip manufacturer. It contracts out its chipmaking capacities to clients like Nvidia and Apple, meaning a significant chunk of the world’s most powerful devices contain chips originating from TSMC’s foundries.The 3nm node packs a lot of processing power, but Taiwan Semi is already working on a 2nm process, and expects to start using it to make chips for its clients in late 2025. All of this is reminiscent of how the company looked as it entered 2020.While a company’s past performance is no guarantee of its future results, history is one of the few reasonable things we can use to guide our predictions. Particularly for cyclical companies, it can be a pretty good indicator of what’s to come. As we enter 2025, there is massive demand for AI chips, and TSMC will roll out 2nm chips later this year. How do you project the growth of the semiconductor industry ?
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