Taiwan Semiconductor Has Run Too Hot In The AI Euphoria

seekingalpha10-30

Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I...

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Comments

  • WealthBuilder
    10-30
    WealthBuilder
    You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid
  • SirBahamut
    10-30
    SirBahamut
    $Taiwan Semiconductor Manufacturing(TSM)$   Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend.  Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental and economic moat. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML.
  • SirBahamut
    10-30
    SirBahamut
    Practically nobody is valuing TSMC using DCF. And the silly assumption of 20% growth is far short of consensus despite the insane AI trend. Author is just evaluating TSMC with numbers on paper without truly understanding the company's fundamental. 18x forward PER is SUPER cheap compared to semi monopolies such as Nvidia and ASML.
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