Taiwan Semiconductor: The 'Go To' Factory For AI Boom

  • TSMC is the foundational chip manufacturer for leading AI and tech companies, with unmatched scale and technology vs. competitors like Samsung and Intel. The AI boom is fueling massive, sustained demand for advanced chips, positioning TSMC as the primary beneficiary across the industry. Despite its central role, TSMC trades at a significant discount to peers on key valuation metrics, indicating the stock is undervalued.