TSMC: Unmatched Moat, Secular AI Tailwinds, And Still A Buy At Highs [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's revenue mix is increasingly weighted toward high-growth AI accelerator demand, with cyclical segments rebounding and topline growth conservatively projected at ~21%. Pricing power remains intact due to advanced packaging scarcity and a widening technology moat, with gross margins and capital efficiency supporting expansion. Valuation at ~28x forward PE is justified by secular AI tailwinds, geopolitical de-risking, and potential for ~30% returns in 2-3 years even under conservative growth scenarios. Alexander Sikov/iStock via Getty Images There is no doubting the secular tailwinds driving a robust continued growth outlook for the Taiwan Semiconductor Manufacturing Company ( TSM ). In fact, irrespective of whether the next few years will challenge Nvidia's GPU leadership or not (due to competition and inroads 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 in
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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