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TSMC: Recent Fears Make This Another Bargain Buying Opportunity [Seeking Alpha]
Last intel corporation earnings: 4/23 04:07 pm
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TSM faces capacity constraints, with demand outpacing supply even for key customers like Apple, but its technological moat and execution remain robust. Competitive threats from Samsung and a potential Intel (18A-P) foundry revival are emerging, though customer migration remains a long-term, high-risk process. Geopolitical risks, especially China-Taiwan tensions, keep risk premiums elevated, but TSM's predictable growth and operating leverage support its valuation. Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » Getty Images TSMC: Recent Correction Sparked Profit-Taking Fears in Asian Semiconductor Stocks I guess this is the first time in 2026 that Asian semiconductor stocks finally felt the selling pressure, as the Iranian conflict threatened to scupper the “go global” trade, as investors More on my IG service A Growth Investing Service To Help You Outperform I'm a
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