Taiwan Semiconductor: A Moat Too Wide To Cross

Robin Hannoun, CFA
131 Followers
(15min)

Summary

  • Taiwan Semiconductor Manufacturing Company is the market leader in semiconductor fabrication, bridging theoretical chip designs and practical implementation.
  • TSMC demonstrates strong financial performance and maintains a competitive edge, crucial for navigating geopolitical uncertainties.
  • The company presents a compelling investment opportunity through its common stock and equity derivatives.
  • A significant pullback beyond key technical levels offers an attractive entry point for investors.

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Introduction

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is uniquely positioned as the unrivaled market leader in the semiconductor fabrication space, which is the operation responsible for bringing to tangency the theoretical chip designs of fabless leaders and hyperscalers. As industries increasingly

This article was written by

131 Followers
Robin Hannoun, CFA is a Senior Investment Analyst at Valued Wealth Management, with a Master of Finance from HEC Paris and a Master of International Business from the University of Florida. He holds bachelor’s degrees in Finance and Economics from UF and holds the illustrious CFA charter. Robin specializes in portfolio management and tactical options strategies, helping investors everywhere achieve financial goals through data-driven insights and disciplined risk management.

Analyst’s 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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