The chip company ushered in a golden period of development. The biggest problem is that they need to invest huge sums of money to expand production, which will lead to a substantial increase in expenditure and affect their performance growth. If the demand is a little saturated, the chip stocks will fall sharply. In this case, I am optimistic about light asset chip stocks, such as AMD. Relatively speaking, I am not optimistic about TSMC, which is constantly expanding its production capacity.The chip company ushered in a golden period of development. The biggest problem is that they need to invest huge sums of money to expand production, which will lead to a substantial increase in expenditure and affect their performance growth. If the demand is a little saturated, the chip stocks will fall sharply. In this case, I am optimistic about light asset chip stocks, such as AMD. Relatively speaking, I am not optimistic about TSMC, which is constantly expanding its production capacity.
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