How Parkev Tatevosian, CFA’s view on $TSM changed

2026-10-01Bullish

“4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)”

TSMC is the world's best manufacturer; fair value of $647 vs market price of $451 implies >43% upside over 12-18 months, supported by sold-out capacity and diversification investments.

The next stock I will highlight as an undervalued semiconductor stock is Taiwan Semiconductor Manufacturing Company (TSMC). This is the company that connects all these things together.

If you are thinking of companies like Broadcom, Marvell, Qualcomm, Nvidia, AMD, and Apple, all of these companies rely on TSMC for at least some of their products.

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2026-09-24Bullish

“Is Taiwan Semiconductor Stock an Undervalued AI Stock to Buy Right Now? | TSM STock Analysis”

TSM is a buy; AI demand supports record margins, and geopolitical risk creates a valuation discount implying 43% upside in 12-18 months.

The emergence and spread of proxy artificial intelligence was an additional incentive for Taiwan Semiconductor Manufacturing Company (TSMC), which was already experiencing a surge in demand as a result of the accelerators being used in these data centers.

As a result, Taiwan Semiconductor Company is increasing its investments, adding an additional $100 billion in Arizona to build several manufacturing facilities to meet this growing demand.

But does all this make TSMC shares an investment opportunity to buy, or is it too late and has the share price risen enough to offset all this increased market demand for the company?

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2026-09-05Bullish

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2026-09-02Bullish

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