TSMC: One Of The Cheapest Big Tech/AI Stocks


  • TSMC is the largest foundry with over 50% market share, making it a solid investment choice for risk-averse investors given broad customer exposure.
  • Despite a 60% increase in stock price since January, TSMC remains fairly valued and one of the cheapest among Big Tech/AI companies.
  • TSMC has returned to growth in Q1 and has a strong outlook for 2024 and beyond, making it a promising investment option.

Taiwan Semiconductor Manufacturing Company (TSMC) headquarters in Silicon Valley

Sundry Photography

Investment Thesis

TSMC (NYSE:TSM) is the largest foundry (which makes chips for fabless companies) with over 50% market share, and even higher at the leading edge. That makes it a solid investment choice for risk-averse investors, akin to investing in a semiconductor

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