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Taiwan Semiconductor Manufacturing

(Almost) The Only Game in Town

Main Assertion TSMC is undervalued. That might be insane for the a top 10 largest company in world by market cap, but a basic considering of the facts and status within the broader economy makes this self-evident: TSMC is NOT merely a cyclical semiconductor manufacturer; it is critical infrastructure for the global digital economy.Read more

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NT$2.01k
2.2% overvalued intrinsic discount
Fair Value
Revenue
11% p.a.
Profit Margin
37%
Future PE
34x
Price in 2031
NT$3.11k