Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight [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
Q4 2025 saw revenue of $33.73B (+25.5% YoY) and net income of $16B (+35%), with guidance implying continued sequential growth. TSM's premium valuation—$14.50 per $1 sales—demands sustained 30%+ revenue CAGR; risks include hyperscaler spending slowdowns and high capex. Despite elevated multiples, TSM's robust margins, low forward PEG, and pricing power support its sector-leading profitability and long-term moat. SweetBunFactory/iStock via Getty Images When I last covered Taiwan Semiconductor Manufacturing Company Limited ( TSM ) on October 23rd, 2025 (with a “buy” rating), the stock was starting to see a bit of a slowdown in momentum following the substantial rally that had unfolded This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of TSM, META 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
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TSM
News
- Why Is Taiwan Semiconductor Stock Surging? [Forbes]Forbes
- Taiwan says it will lead 'democratic' high-tech supply chain with US [Yahoo! Finance]Yahoo! Finance
- 2 Stocks to Buy in 2026 and Hold Forever [Yahoo! Finance]Yahoo! Finance
- Is Taiwan Semiconductor a Better Buy Than Intel for 2026? [Yahoo! Finance]Yahoo! Finance
- Wall Street Gets More Bullish on TSMC's AI Dominance [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 1/15/26 - Form 6-K
- 1/9/26 - Form 6-K
- 1/6/26 - Form 6-K
- TSM's page on the SEC website