KLA Corporation: Premium Franchise, Stretched Valuation [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
Check Earnings Report
US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
Company Research
Source: Seeking Alpha
KLAC's revenue mix is increasingly stabilized by services (24% of revenue), and its deep integration with leading-edge customers ensures pricing power. Despite strong execution and cyclical resilience, KLAC trades at steep valuation premiums—~13x EV/Sales and ~39x P/E—well above sector and historical averages. I believe the market overestimates the durability of current tailwinds; topline growth is at risk if AI-driven capex slows, making KLAC overvalued at current levels. hapabapa/iStock Editorial via Getty Images There are very few companies in semiconductor equipment that I consider structurally advantaged, regardless of where we are in the cycle. TSMC is at the top of that list, along with some others, but it looks like KLA This article was written by 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
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TSM
News
- Kadensa Capital Liquidates Stride Position Amid Stock's 50% Plummet [Yahoo! Finance]Yahoo! Finance
- Which states have the most grid batteries? [Yahoo! Finance]Yahoo! Finance
- Up Over 100% in 1 Year, Should You Buy Taiwan Semiconductor Manufacturing Company Right Now? [Yahoo! Finance]Yahoo! Finance
- 3 Monster Stocks to Hold for the Next 10 Years [Yahoo! Finance]Yahoo! Finance
- Assessing Taiwan Semiconductor Manufacturing's Valuation After A Strong Year And Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 3/10/26 - Form 6-K
- 3/2/26 - Form 6-K
- 2/26/26 - Form 6-K
- TSM's page on the SEC website