TSMC: An Underrated Gem In The AI Chip Era [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
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Source: Seeking Alpha
TSM leads with advanced node production (3nm in volume, 2nm on track for 2025), and its CoWoS packaging technology solves key AI chip bottlenecks. Q3 2025 revenue surged 40.8% YoY to $33.1B, with net margin at 45.7% and advanced nodes comprising 74% of wafer revenue. Despite a 30x P/E, TSM is seen as undervalued versus peers, with a $500 price target by FY 2026 based on 40x P/E and $12.49 EPS. Valeriy Odit/iStock via Getty Images Introduction Investment Thesis While the global data center market is estimated to grow to about $652.01 billion by 2030 at a CAGR of 11.2% between 2025 and 2030, Taiwan Semiconductor Manufacturing Company Limited ( TSM ) is positioning itself 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 (other than from Seeking Alpha).
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TSM
News
- Better Artificial Intelligence Stock: ASML vs. TSMC [Yahoo! Finance]Yahoo! Finance
- Japan needs a niche approach to get back in the chip game, NTT chairman says [Yahoo! Finance]Yahoo! Finance
- Taiwan Semiconductor Manufacturing (NYSE:TSM) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=TSM&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat"MarketBeat
- Investors still doubling down on AI in Taiwan despite 'bubble' fears [Yahoo! Finance]Yahoo! Finance
- ASML Is the Silent Monopoly Behind the Entire Tech Industry, but Is It a Buy Right Now? [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 12/10/25 - Form 6-K
- 11/26/25 - Form 6-K
- 11/25/25 - Form 6-K
- TSM's page on the SEC website