Skip to contentHome page Seeking Alpha - Power to InvestorsTaiwanJan. 11, 2026 1:55 AM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) Stock, TSMWF StockNVDA, MU, INTC, SSNLF, INTC:CA, MU:CA, NVDA:CA, ZNVD:CATaha Gondal89 FollowersCommentsSummaryTaiwan Semiconductor Manufacturing Company is the critical AI supply chain bottleneck, controlling advanced packaging (CoWoS), with capacity sold out through 2026.TSM is leveraging its dominant position to raise wafer prices, especially for 2nm nodes, supporting robust margin expansion despite limited volume growth.Forward valuation remains attractive: consensus EPS is projected to rise from $10.44 (2025) to $16.57 (2027), with forward P/E compressing from 30x to 19x.Risks include AI demand sustainability, customer concentration, geopolitical exposure, and margin headwinds from overseas fabs, but TSM's strategic moat remains compelling.KanawatTH/iStock via Getty ImagesElevator ThesisThe stock market never ceases to amaze me.For the better part of the past three years, AI darlings, particularly flashy GPU makers like NVIDIA (NVDA), have ruled the roost.That dynamic, though, has changed emphatically, with the real winners ofThis article was written byTaha Gondal89 FollowersI’m an ACC-qualified finance professional with a Master’s in Audit & Accounting from Istanbul University and certificates in Data Analytics from Coursera. For over two years, I’ve worked as a Data Scientist and Financial Analyst at a leading property management firm in Istanbul, where I developed budgets, set targets, and applied data-driven insights to maximize profitability. My expertise spans financial modeling, market analysis, and investment research, including hands-on experience in stocks and cryptocurrency. Through concise, conversational writing, I now share these insights to help readers make smarter financial and investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.