Taiwan Semiconductor Manufacturing
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Consensus Narrative from 30 Analysts
Global Fab Expansion And AI Demand Will Strengthen Future Outlook
Key Takeaways Global expansion and advanced technology investments are set to enhance TSMC's production capabilities and solidify technology leadership. Rising AI demand and strategic focus on high-margin services are expected to drive significant revenue growth.
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24.1% undervalued intrinsic discount21.52%
Revenue growth p.a.
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24 days ago author updated this narrative