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Taiwan Semiconductor's Technology Dominance And Its Impact On Customers And Suppliers

seekingalpha.com, Oct. 20, 2020 – 

On Jan. 10, 2020 I wrote a Seeking Alpha article entitled Taiwan Semiconductor (NYSE:TSM): My Top Pick For 2020 As It Transforms The Semiconductor Market.

The stock is up 78% YTD, and the company reported 3Q earnings with net profit surging 36% to a record T$137.3 billion ($4.8 billion). Revenue beat the company's own estimates, climbing 29.2% to $12.1 billion. The chipmaker now expects 2020 sales to climb more than 30% in dollar terms, compared with a previous forecast of growth of more than 20%.

Revenue increased in the quarter due to Apple's (AAPL) purchases for its new phones and from a boost during the quarter as China's Huawei, the second-largest customer of TSMC (TSM), raced to stockpile supplies before a U.S. ban on shipments to the Chinese telecom giant came into effect last month.

The point I want to make in this article is that TSMC is such a dominant force in the semiconductor industry, it impacts companies up and down the entire semiconductor supply chain. It will first detail what's so good about TSMC and why it's my top company, then in this article I will analyzed the supply chain, from companies supplying equipment to companies using TSMC to make their chips.

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