TSM - Taiwan Semiconductor And Samsung Electronics Foundry Business Post-SMIC Blockade

In my January 10, 2020, Seeking Alpha article entitled "TSMC: My Top Pick For 2020 As It Transforms The Semiconductor Market," I noted in my bullets:

Taiwan Semiconductor is the world's largest foundry for making ICs for fabless semiconductor companies, manufacturing 10,436 different products using 261 distinct technologies for 481 different customers.

TSMC is the largest spender among the semiconductor foundries, representing 73.4% of all capex in 2019, which enables the company to purchase state-of-the-art manufacturing equipment.

TSMC is the technology leader at the 7nm node and the leader in utilizing EUV lithography

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