Taiwan Semiconductor Manufacturing: AI Growth Play At A Reasonable Valuation
Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a ...
After Earnings, Is Taiwan Semiconductor a Buy, a Sell, or Fairly Valued?
Why it matters: Management provided upbeat guidance for 2025 and beyond. TSMC expects revenue to grow in the mid-20s in 2025 and average 20% over the next few years. This is higher than the previous ...