TSMC: The Market Is Pricing A Foundry Like A Cyclical. It Is Not One. [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
Company Research
Source: Seeking Alpha
TSM's Q1 revenue surged 35.1% y/y, with high-performance computing now 61% of the mix and 3nm nodes contributing over 20% of wafer revenue. Despite sector-leading growth and profitability, TSM trades at a 25.8% P/E discount to peers, with DCF-based fair value estimated 30% above current price. I rate TSM a Buy: its monopoly position, accelerating earnings, and sector discount outweigh valuation flags and geopolitical risk. Sundry Photography/iStock Editorial via Getty Images Taiwan Semiconductor Manufacturing Company ( TSM ) is the most important industrial company on earth, and the Quant system just gave its valuation a D. That gap, between the franchise's operating reality and the multiple the market This article was written by 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 (
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TSM
Earnings
- 4/17/26 - Beat
TSM
Sec Filings
- 4/17/26 - Form 6-K
- 4/16/26 - Form 6-K
- 4/16/26 - Form 6-K
- TSM's page on the SEC website