Inge Heydorn, tech specialist and portfolio manager at Chelverton, tells Börsmorgon that TSMC is totally dominant in complex chips, as AI demand reshapes the semiconductor landscape and ASML prepares to ramp up production.
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Unmatched. Right. Says a portfolio manager whose fund probably holds the stock. Where’s the yield data? The defect rates at 3nm? Cost per wafer versus Samsung? Nothing. Just vibes and a microphone.
Dominance isn’t a press release. Show me the books. Show me who else is even bidding. If the answer is nobody, that’s not dominance — that’s a cartel nobody’s brave enough to break.
Remember 5G hype? Fizzled. This just fizzles louder.
