Parkev Tatevosian, CFA 对 $TSM 的判断变化

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.

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?