开始想想TSM(台积电)。 35年前，我就知道TSM是家非常厉害的公司。但开始投资后一直没下过手，就是觉得它是非常重资产的公司。现在开始关注。

In its fourth quarter 2024 investor letter, Sands Capital Select Technology Innovators Fund emphasized stocks such as Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan ...

In its fourth quarter 2024 investor letter, Parnassus Growth Equity Fund emphasized stocks such as Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing ...

In 2020, TSM spent $12 billion to expand its operations in Arizona during the first Trump administration. In April 2024, the ...