Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited (TSM)'s share was trading at $155.84 as of April 14^th. TSM’s trailing and forward P/E were 22.60 and 17.48 respectively according to Yahoo Finance.

[caption id="attachment_1236942" align="aligncenter" width="768"] A robotic arm holding a semiconductor chip, emphasizing the precision and quality of the company's production equipment.[/caption]

TSMC, the...