Taiwan Semiconductor Stock: My Final Verdict | TSM STock Deep Dive Part 4
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Parkev Tatevosian, CFA23 Jul 2026, 12:45 UTC
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The video discusses Taiwan Semiconductor Manufacturing Company (TSMC) and its strong financial performance, driven by the AI megatrend. The company has seen consistent revenue growth from $30 billion in 2017 to $132.8 billion in the most recent trailing twelve months, with operating margins improving from 38% to 53.18% over the same period. Return on Invested Capital has also grown significantly, from around 20% in 2017 to 31.48% recently. The analysis highlights that TSMC is benefiting from increased demand for CPUs in AI data centers and AI accelerators. Furthermore, the company is investing $100 billion in Arizona to build advanced semiconductor wafer fabrication facilities for 2nm and below technologies, as well as advanced packaging, to support long-term demand from leading US customers like Apple, Nvidia, Amazon, and Meta. This expansion is seen as reducing the risk of manufacturing capabilities being solely in Taiwan. The stock's forward PE ratio of 18.87 is considered attractive given its historical performance and future growth prospects, suggesting it is trading at a discount compared to its intrinsic value of $545.52, with the current market price around $398.37. The analysis predicts continued demand and revenue growth for TSMC, with potential for its profit margins to improve further.
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Parkev Tatevosian, CFA
Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.