$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.

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