$Taiwan Semiconductor Manufacturing(TSM)$ TSM just released the monthly rev, and as expected, the MoM is not much. TSM utilization rate is over 100%+, and if there is no additional capacity added, the revenue will be around $5.9B per month now.
Still, the YoY will be on track to have 30% YOY increase.
Current TTM PE is 16, and forward PE 15, so under value, and is on the history low end. Does it matter?
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