TSMC (TPE:2330) in Mawer Canada's 2nd-Quarter Commentary 2024 Q2

Leading the Semiconductor Surge with Technological Prowess

Apr 15, 2025

Summary

Investment rationale: Strong competitive advantages in semiconductor manufacturing.
Market positioning: Dominant player in the global semiconductor supply chain.
Risks and challenges: Potential geopolitical tensions and supply chain disruptions.
Recent performance: Benefited from increased demand for semiconductors.
Future outlook: Positioned to capitalize on AI and data center growth.

In Mawer Canada's 2nd-Quarter Commentary 2024 Q2, TSMC (TPE:2330, Financial) was highlighted as a key player benefiting from the ongoing demand for semiconductors. The company's technological leadership and robust market position make it a cornerstone in the semiconductor supply chain, particularly as AI and data center demands continue to rise.

"Our semiconductor holdings continued to enjoy tailwinds including manufacturer TSMC, single wafer atomic layer deposition technology company ASM International, and EUV lithography machine manufacturer ASML. These companies have robust competitive advantages largely tied to technological know-how, reputation, high barriers to entry, and significant market shares." — Mawer Investment Management Ltd., Mawer Canada's 2nd-Quarter Commentary 2024 Q2

Read full letter at gurufocus Mawer Canada's 2nd-Quarter Commentary 2024 Q2 page.

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