TSMC Over Intel: Back the Foundry Goliath on Momentum and Moats
TSMC is the low-risk, high-conviction way to own AI hardware exposure right now. The company combines dominant market share, improving margin power and clear capacity expansion plans with bullish technicals. Against an overheated Intel narrative, TSMC offers steadier earnings leverage and a more reasonable growth-to-valuation profile—making a mid-t…