TSMC (Remastered)

8409.778 - 8429.365 David Rosenthal

that any company has in the entire world than TSMC. Compare it to all the FANG companies and Microsoft. Those are very, very strong moats. But we've seen all of those, you know, they've changed, they're new companies, they've emerged, they've, you know, Microsoft fell and then now it came back with new strategy and Facebook's not that old and Google's not that old. TSMC is impenetrable.