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Posted by
Two Blokes Apr 17 -
Filed in
Stock
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Taiwan Semiconductor Manufacturing Company aka TSMC reported strong Q1 earnings, benefiting from AI demand and a robust market position, making it a Strong Buy despite geopolitical risks. TSMC's Q2 revenue guidance of $28.4–$29.2 billion implies nearly 40% growth, surpassing Wall Street expectations and indicating resilience against tariffs. With a high gross margin of 58.8% and impressive cash flow generation, TSM stock's valuation remains undemanding at 16.7x forward earnings and a 9.7 EV/EBITDA ratio.
