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Comment by ummonk | Hacker News Reader
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ummonk
·
Long on TSMC then?
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selectodude
·
They’re up 50% over the past year. Might be priced in though, it’s a low margin capital intensive business.
pheug
·
What do you mean low margin? They're making 45% gross / 30% net, that's pretty respectable I would think.
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