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Jmicha3 • FNAN311DL_23 • Apr 2023
Forecast a recovery for semiconductor manufacturing in the second half of the year or 1st half of 2024
TheRick • Quinnipiac University Investment Club Spring 2023 • Feb 2023
Increased demand worldwide for semiconductors.
KLS • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
For the next fiscal year, the consensus earnings estimate of $5.69 indicates a change of -9.2% from what TSMC is expected to report a year ago. Over the past month, the estimate has changed -11.2%.
BCZ • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
Not only has Buffet invested $4bn in TSM today, driving up the prices, we believe that TSM has been recently undervalued by the market and overly penalized for issues related to supply chain/China geopolitical risks. With over $26 in diluted EPS in the first 3 quarters of 2022, TSM is trading at discount comparing to other semi-conductor stocks. In addition, we would like to increase exposure to the semi-conductors and Taiwan in our portfolio.
MiltonandCo • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
TSM is a semiconductor company in Taiwan that has bottomed out from the downturn in the industry.
AlwaysShortFundInc • Aalto Investments game (Fall 2022) • Nov 2022
Closing position
4PF • Stockfuse Continuum (US) • Nov 2022
Based in Taiwan, TSM Is the largest chip manufacturer in the world and is rumored to be close to finalizing a multi-billion dollar expansion deal that would see factories go up in Arizona. Given the US government's push for domestic semi-conductor production, we expect TSM to have more than enough support to the close the deal.
BBMCapital • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
TSM is a Taiwanese semiconductor company with facilities around the world. It has also recently announced it will open a manufacturing plant in Arizona. The company has suffered in its domestic plants due to higher prices on materials necessary for the production of semiconductors. As it expands its reach globally, with plants in Europe and North America, TSMC hopes to mitigate supply chain risks and risks resulting from trade disputes between the US and China. We see TSM as a positive investment as we will benefit from a demand-driven increase in the next weeks.
Niemen_Buffett • Aalto Investments game (Fall 2022) • Nov 2022
Portfolio update / rebalancing according to fund investment strategy
BrownRock • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
TSM has shown strong earnings over the last 2 quarters while keeping their debt low. Further, increasing self reliance on chip manufacturing will provide significant upside for TSM. We think the stock is currently undervalued and has high upside.
Precious123 • Boone - Economics Fall 2022 (3rd Block) • Nov 2022
Closing position
MTG • Duke Emerging Market Portfolio Management (Fall 2022) • Oct 2022
Similar to my rationale with Intel, the TSM was not sanctioned by the US and can still operate as normal in China. The chip industry is in high demand and the stock seems to be bottoming out. This is perfect time to buy, I am unsure if great profits will be realized by the close of the project in November, but have great confidence in the stock moving forward in 2023 -SH