Buy TSM by Sep 15, 2026.

Listen up, everyone. I don’t want to interrupt your little Micron or Samsung rally. But if you think SaaS companies are dead, let me tell you: semiconductor companies are currently digging their own graves. Look at chip design companies like Texas Instruments, Infineon, NXP, Microchip, etc.—they’re generating high revenue right now thanks to their data center business. They design chips, manufacture them or have them manufactured, and then sell them. ​ But who’s behind the creation of nearly every chip …