ChipsSeeking Alphaabout 4 hours ago
TSMC: The Buying Opportunity Is Finally Flashing (Rating Upgrade)
1 min read
Taiwan Semiconductor received a rating upgrade back to buy. Robust AI demand supports a recent price breakout. TSM's disciplined CapEx, strategic pricing, and EUV technology underpin its foundry position. Valuations sit at 23x forward earnings, with free cash flow margins expected to exceed 30% next year and expand through 2028.
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