$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC's valuation is significantly lower than the market leaders and innovators in semiconductors such as ASML, Nvidia, and ARM. My contention is it is too vital a cog and any problem with TSMC has to have a contagion effect on the entire industry - and yet we don't worry about stretched valuations of the others concerning TSMC's geopolitical problems. I own all four and I think TSMC would have more upside given its lower multiple. Perversely if TSMC falls (62% of foundry) we have bigger existential problems and none of the others will be spared - you could see the semiconductor industry grinding to a halt, there would be no AI...and so on, which at the end of the day is speculation, which can't rule our investing decisions.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":336253765570632,"tweetId":"336253765570632","gmtCreate":1723129048663,"gmtModify":1723131771515,"author":{"id":9000000000000672,"idStr":"9000000000000672","authorId":9000000000000672,"authorIdStr":"9000000000000672","name":"cheeryx","avatar":"https://static.tigerbbs.com/3eb335d4670b62d2f6f58595a4ebf23b","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":43,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v>TSMC's valuation is significantly lower than the market leaders and innovators in semiconductors such as ASML, Nvidia, and ARM. My contention is it is too vital a cog and any problem with TSMC has to have a contagion effect on the entire industry - and yet we don't worry about stretched valuations of the others concerning TSMC's geopolitical problems. I own all four and I think TSMC would have more upside given its lower multiple. Perversely if TSMC falls (62% of foundry) we have bigger existential problems and none of the others will be spared - you could see the semiconductor industry grinding to a halt, there would be no AI...and so on, which at the end of the day is speculation, which can't rule our investing decisions.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v>TSMC's valuation is significantly lower than the market leaders and innovators in semiconductors such as ASML, Nvidia, and ARM. My contention is it is too vital a cog and any problem with TSMC has to have a contagion effect on the entire industry - and yet we don't worry about stretched valuations of the others concerning TSMC's geopolitical problems. I own all four and I think TSMC would have more upside given its lower multiple. Perversely if TSMC falls (62% of foundry) we have bigger existential problems and none of the others will be spared - you could see the semiconductor industry grinding to a halt, there would be no AI...and so on, which at the end of the day is speculation, which can't rule our investing decisions.</p></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ TSMC's valuation is significantly lower than the market leaders and innovators in semiconductors such as ASML, Nvidia, and ARM. My contention is it is too vital a cog and any problem with TSMC has to have a contagion effect on the entire industry - and yet we don't worry about stretched valuations of the others concerning TSMC's geopolitical problems. I own all four and I think TSMC would have more upside given its lower multiple. Perversely if TSMC falls (62% of foundry) we have bigger existential problems and none of the others will be spared - you could see the semiconductor industry grinding to a halt, there would be no AI...and so on, which at the end of the day is speculation, which can't rule our investing decisions.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/336253765570632","repostId":0,"isVote":1,"tweetType":1,"viewCount":213,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":645,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/336253765570632"}