Since my last Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) article in July, when I reiterated a Buy, the stock is up roughly 32% to about $302 per ADR, versus ~7% for the S&P 500. That move reflects the core of my argument, then: the market was still underestimating howI'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) ...