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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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3 views
Taiwan Semiconductor Manufacturing Company Limited stock is currently still experiencing bullish momentum, which is understandable following robust Q2 results. However, taking a longer-term view reveals the likelihood for TSM stock valuation multiple contraction. High-performance computing revenue is currently 60% of TSMC's total revenue, with AI-related revenues shifting from 100% to about 50% annual growth next year.
