TSMC: Why This Semiconductor Giant Looks Like a Massive Bargain Right Now

Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, is the world's largest semiconductor foundry, which fabricates chips for the top consumer electronics companies and chip designers across the globe. That explains why it has been growing at an impressive pace over the past couple of years.The world's leading companies, such as Nvidia, AMD, Broadcom, Sony, and Apple, tap TSMC's plants for manufacturing chips that power personal computers (PCs), smartphones, data centers, and gaming consoles, among others. As a result, TSMC is in a solid position to benefit from the secular growth of the global semiconductor market, which is expected to hit $2 trillion in annual revenue in 2032.That would be more than triple the $656 billion in revenue that the semiconductor industry generated last year. However, TSMC stock has been caught in the tariff turmoil of late, which explains why it is down more than 20% in 2025 as of this writing. But this pullback has made TSMC a terrific bargain.Continue reading

Apr 16, 2025 - 23:16

TSMC: Why This Semiconductor Giant Looks Like a Massive Bargain Right Now

Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, is the world's largest semiconductor foundry, which fabricates chips for the top consumer electronics companies and chip designers across the globe. That explains why it has been growing at an impressive pace over the past couple of years.

The world's leading companies, such as Nvidia, AMD, Broadcom, Sony, and Apple, tap TSMC's plants for manufacturing chips that power personal computers (PCs), smartphones, data centers, and gaming consoles, among others. As a result, TSMC is in a solid position to benefit from the secular growth of the global semiconductor market, which is expected to hit $2 trillion in annual revenue in 2032.

That would be more than triple the $656 billion in revenue that the semiconductor industry generated last year. However, TSMC stock has been caught in the tariff turmoil of late, which explains why it is down more than 20% in 2025 as of this writing. But this pullback has made TSMC a terrific bargain.