I'm noticing and recently curious about why everyone talk about MU, SNDK, ASML, INTC and other similar stocks but despite being one of the stable, high moat and fair valued in the sector TSMC gets neglected in the discussions of semiconductor and chip stock buying.
Is it because of it's geopolitical risk?
It's industry leader who produce chip between 70-90% exceptional production yeild for different node types. Recently Intel foundry's 18A process node has reached yeild of 85% which other companies couldn't acheive and put it on par with the TSMC. Though Intel is not immediate threat to the TSMC but it has definitely emerging as geopolitical risk free alternative to the TSMC's long monopoly in the chip production.