TSMC: DeepSeek Opportunity
Portfolio Pulse from
TSMC's stock fell despite strong quarterly results due to competition from a Chinese AI company. However, AI chip demand is expected to rise with investments from Meta and Microsoft. TSMC is undervalued, trading at 19x forward earnings, with promising growth prospects.
January 31, 2025 | 8:30 pm
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TSMC's stock declined despite strong earnings due to competition from a Chinese AI company. However, the demand for AI chips is expected to grow with significant investments from Meta and Microsoft, making TSMC undervalued at 19x forward earnings.
TSMC's stock price fell due to competition from a Chinese AI company, but the overall demand for AI chips is expected to increase with investments from major tech companies like Meta and Microsoft. This positions TSMC well for future growth, making it undervalued at its current trading multiple.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100