TSMC: Get In Before We See New All-Time Highs

On the Pulse
14.85K Followers

Summary

  • TSMC's June sales surged 39% YoY, signaling the AI-driven data center boom remains strong and setting up for robust 2Q25 earnings.
  • TSMC's market share and sales momentum outpace peers, with the stock trading at a discount to its intrinsic value based on peer P/E multiples.
  • The risk/reward is compelling—TSMC trades at just 21x forward earnings, while peers command higher multiples despite TSMC's superior growth.
  • I remain bullish and recommend accumulating TSM stock ahead of its Q2 '25 earnings, as the company is poised for new all-time highs.

Computer chip mockup on blue circuit board with electronic components, microprocessor, technology background, close-up, high-tech integrated circuits, digital, futuristic, ai hardware

Pavel Muravev

Global fab leader Taiwan Semiconductor Manufacturing Company Limited (TSMC) produced monthly sales figures for June 2025 on Thursday which strongly suggests that the AI spending boom continues unabated in the data center industry.

Taiwan Semiconductor Manufacturing Company’s

This article was written by

14.85K Followers
A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers with ample research and investment opportunities.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TSM 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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