TSM 全部观点

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?

when I think about how much how much money I want to put into a position like Tasmea right now, because I think that Tasmea has a very good chance of producing like 50% returns over the next year.

So part of my brain is like, well man, I should just buy like literally as much as I possibly can. Like make this thing 40% of my portfolio, 50% of my portfolio. Why not, right?

Like why not? I feel I have so much conviction. I think it's going to produce 50% return. So why not just make it a ridiculously large position and I'll make a a shitload of money as Tasa's CEO would say.

And in Taiwan, you have this amazing company. It's a very good company. TSMC currently makes up 13% of the index. It has risen from 4.5% two years ago to 13% today.

It is trading at 65 times its cyclically adjusted price-to-earnings ratio. I think this is a very high number. But I don't think it's limited to TSMC.

This means that the real winners are the companies that supply both producers. Taiwan Semiconductor Manufacturing Company (TSM) manufactures chips for both sides, with two-thirds of its revenue now coming from artificial intelligence and high-performance computing.

Taiwan Semiconductor Manufacturing Company (TSM) manufactures chips for both sides, with two-thirds of its revenue now coming from artificial intelligence and high- performance computing.

The first AI stock I will be showcasing in this video is Taiwan Semiconductor Manufacturing Company (TSMC). I have calculated the fair value of this stock at $609 per share , while the market price is only $416.

Therefore, I have calculated a growth rate of more than 46% for Taiwan Semiconductor Company's stock over the next 12 to 18 months. Of course, one of the biggest positive factors surrounding this company is technological innovation.

This goes beyond the scope of artificial intelligence.

Broadcom and Taiwan Semiconductor Manufacturing Company are seeing sales and profits boom as a result of the increasing demand for artificial intelligence. But which one of these two semiconductor companies is the better stock to buy right now?

You can see Taiwan Semiconductor there it operated on sales figure of around $75 billion in 2023 before its sales nearly doubled to $143 billion in the most recent trailing 12-month period.

I know a lot on the industry but not on the specifics for ASML and TSMC. Two vitally important input makers to the semiconductor chain. And this week's match up winner was ASML versus TSMC.

But we're going to take both these companies through the simplifier seven framework and we're going to ask ourselves which of these two stocks is the better buy today. So let us know in the chat.

Are we talking to shareholders? Do you own either, both, neither, on your watch list? Let us know your interest level in these stocks.

Next on the list is going to be Taiwan Semi. This connection is even easier. Nvidia needs someone to manufacture these advanced chips. Taiwan Semi is one of Nvidia's most critical manufacturing partners.

If Nvidia raises expectations for Blackwell and Rubin, that potentially means more advanced wafers, more advanced packaging, more capacity requirements, more demand for Taiwan Semi.

So, strong Nvidia guidance is another data point supporting Taiwan Semi's leading-edge manufacturing outlook. And we already heard from them. And they reported strong earnings and strong guidance, setting up the stage for strong demand.

So if we start with TSMC, Taiwan Semiconductor, that's a company you pitched in May of last year, and it's been a double. Yeah. At first glance, it is a bummer. I got to say that that we didn't invest in.

It's actually just an oversight on our part because I did recommend adding a position in TSMC at the end of the episode and technically you agreed but apparently we just forgot about it which might be because your agreement also came with a 4-minute monologue of the risks which might be again why we didn't end up following up on it.