Taiwan Semiconductor: The Dominance In The Semiconductor Industry

Daniel Giron profile picture
Daniel Giron


  • Taiwan Semiconductor is currently the world's largest chipmaker.
  • TSM is in a prime position to take advantage of the semiconductor industry which is forecasted to grow to $1.1 trillion by 2030.
  • TSM holds a technological advantage against its main rivals in the industry.

TSMC Starts Next-Gen Mass Production

Bloomberg/Bloomberg via Getty Images

Investment Thesis

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is the biggest semiconductor foundry in the globe. The company has experienced substantial volatility over the past two years reaching its market capitalization peak at $730 billion, subsequently plummeting by

TSM Financial Highlights

TSM Financial Highlights (Seeking Alpha & Company's Annual Reports)

TSM Revenues by Platform

TSM Revenues by Platform (TSM 4th Quarter Presentation)

TSM Shareholder Returns

TSM Shareholder Returns (Seeking Alpha)

Global Semiconductor Market Forecast

Global Semiconductor Market Forecast (McKinsey & Company)

TSM Forecast

TSM Forecast (Seeking Alpha and Author's Estimates)

This article was written by

Daniel Giron profile picture
I am an experienced financial analyst with a background in banking. Throughout my career, I have gained a vast knowledge of credit risk and financial analysis. In my previous role at one of the largest banks in Europe, I was responsible for monitoring a portfolio of over 100 international corporates, which included tasks such as credit analysis, financial analysis, internal ratings, etc. I am a well-educated and passionate finance professional, holding a Master's degree in economics. Over the past four years, I have written over 100 credit rationales for the bank's risk department on international corporates. I am highly skilled in analyzing financial data and identifying risk factors, and I am committed to staying up-to-date with the latest developments in the finance industry. Overall, I am confident in my ability to provide valuable insights and recommendations to assist with investment decisions.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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