TSM
📈 Taiwan Semiconductor’s revenue increased by nearly 40% in the first two months of the year.
✅ This growth signals strong demand for NVIDIA’s chips, which are crucial for AI development.
💰 Despite market volatility, Taiwan Semiconductor is trading at a PEG ratio of approximately 1, indicating potential value.
@bernardodegarcia:
“The monthly earnings of Taiwan Semiconductor indicate that there is still a long way to go for investments in AI, which continue to grow by over 20%. The revenues of Taiwan Semiconductor increased by almost 40% in the first two months, accelerating from 2024. This is a clear sign of resilient demand for NVIDIA’s chips, which drive AI development. As the largest chip manufacturer in the world, Taiwan Semiconductor reported combined revenues of approximately $16.8 million during the first two months, compared to a 34% growth throughout 2024. Taiwan is trading at 43 times earnings, growing at almost 40%, giving it a PEG ratio of one.”
Watch the exact part of the video where Bernardo talks about Taiwan Semiconductor here:
Watch the video on YouTube.
Read more articles by the world’s top 100 analysts on Taiwan Semiconductor (TSM) at the following link. TSM stock.
