TSMC Is A Complete Steal

The Asian Investor
29.67K Followers

Summary

  • Taiwan Semiconductor Manufacturing reported Q1'25 earnings that exceeded expectations, driven by strong demand for AI-optimized chips.
  • TSMC dominates the global foundry market with a 67% revenue share, significantly ahead of its nearest competitor, Samsung, which holds only 8%.
  • The chip company benefited from 35% top-line growth and 60% earnings growth Y/Y as demand for chips is surging.
  • TSMC's valuation at a 14.3X P/E ratio is highly attractive, especially given its commanding market position and robust growth prospects in AI chip demand.
  • Despite potential risks from new tariffs/export restrictions, TSMC's strong financial performance and market dominance make it a compelling long-term investment opportunity.

Wide Shot Inside Advanced Semiconductor Production Fab Cleanroom. Automated Robots are Transporting Wafers between Machines.

SweetBunFactory

Taiwan Semiconductor Manufacturing (NYSE:TSM) just reported financial results for its first fiscal quarter of FY 2025 and the Taiwanese chip manufacturer reported earnings that came in ahead of expectations. Taiwan Semiconductor Manufacturing benefited from strong demand for chips, which

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29.67K Followers
I am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TSM, NVDA, AMD either through stock ownership, options, or other derivatives. 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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