TSMC: Derisking China Invasion Threats


  • Taiwan Semiconductor Manufacturing Company is a strong buy for long-term investors due to its strong technological capabilities and central role in the semiconductor supply chain.
  • TSMC dominates the industry with its advanced chips and strategic investments in international markets, mitigating risks associated with Taiwan-China tensions.
  • Despite recent earnings report causing a drop in share price, TSMC’s leading position in the semiconductor industry and growth prospects make it a cheap and strong buy.

technician with wafer


Investment Thesis

I believe that Taiwan Semiconductor Manufacturing Company’s (NYSE:TSM) strong technological capabilities, especially with expansions outside Taiwan, and central role in the semiconductor supply chain present a case for a strong buy recommendation for long-term investors. The potential

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Noah Cox (account author) is the managing partner of Noah’s Arc Capital Management. His views in this article are not necessarily reflective of the firms. Nothing contained in this note is intended as investment advice. It is solely for informational purposes. Invest at your own risk.

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