TSMC's Moat Is Deepening

Core Insights - Taiwan Semiconductor Manufacturing Company Limited (TSM) maintains a competitive advantage driven by increasing demand for AI technologies, particularly in the 7nm node or better technology [1] Group 1: Company Overview - TSM is positioned to benefit from the growing AI market, which is expected to enhance its market share and profitability [1] Group 2: Market Trends - The demand for advanced semiconductor technologies, especially those at the 7nm node or better, is rising significantly, indicating a robust growth trajectory for TSM [1]