Taiwan Semiconductor Trading Valuation
An article published by 24/7 Wall St. on June 19 at 10:56 AM EDT discusses Taiwan Semiconductor Manufacturing Co., which trades under the ticker NYSE:TSM. The author, Alex Sirois, states that TSM trades at 27 times forward earnings.
Management Guidance and Earnings History
According to the article, management has guided for above 30 percent revenue growth in 2026. Additionally, eight consecutive earnings beats have occurred as reported by Sirois.
Performance Comparison with SOXX Index
The SOXX index is reported to have surged 97 percent year-to-date while TSM gained only 41 percent. The article notes that this performance makes the company the cheapest pure-play foundry seat in the semiconductor sector.
Revenue Projections and Analyst Ratings
C.C. Wei projects AI accelerator revenue compounding at a high-50s Compound Annual Growth Rate (CAGR) through 2029. Seventeen of 19 analysts are reported to rate TSM as a buy.
Disclosure Information
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