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Taiwan Semiconductor Manufacturing: AI Growth Play At A Reasonable Valuation
TSMTSMC(TSM) Seeking Alpha·2025-01-31 19:28

Over the past few years, Taiwan Semiconductor Manufacturing Company (TSMC) has become the world’s best and almost monopolistic foundry for the leading-edge process. Its ascent has consolidated a world where the manufacturing step of building chips can be entrusted toI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licens ...