Taiwan Semiconductor Manufacturing Company (TSMC) is rated Buy due to its unmatched resilience and dominant position in global chip production. Its business model focuses on physical volume growth and long-term B2B contracts, insulating it from AI-related price wars. Despite systemic geopolitical and macroeconomic risks, TSMC's diversified customer base and unique human capital provide strong structural protection compared to fabless peers. The company is expected to deliver 10–25% annual EPS and revenue growth, supported by minimal debt and stable dividends, making it a solid long-term investment anchor.
Marvell Technology and Taiwan Semiconductor Manufacturing (TSMC) reported strong Q2 earnings, highlighting their key roles in the AI infrastructure boom. TSMC, a leading-edge chip foundry, saw 36% revenue growth driven by advanced nodes critical for ...
The iShares MSCI Taiwan ETF is recommended as a buy due to Taiwan's central importance in AI and semiconductor industries, with TSMC dominating its holdings. The ETF's valuation metrics are reasonable for the tech sector, though TSMC's higher valuati...
