TaiwanOct. 12, 2025 11:10 AM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) Stock, TSMWF StockTSM, TSMWFThe J Thesis633 FollowersTSMC remains the world's leading semiconductor foundry, delivering 9 consecutive double-beat quarters with 54% YoY revenue and 71% EPS growth in FQ2 2025, driven by surging AI demand.Despite trading at a premium, valuation appears justified by superior profitability — 59% gross margin, 69% EBITDA margin, and 42% net income margin — all far above industry averages.Strong balance sheet with over $90 billion in cash and positive net interest income positions TSMC to thrive in both high and low-rate environments while maintaining double-digit EPS growth.I rate TSMC a Strong Buy with a $365 price target (25% upside), supported by AI-driven demand, dominant market position, and consistent outperformance in top and bottom-line growth.JHVEPhoto/iStock Editorial via Getty ImagesTaiwan Semiconductor Manufacturing Company (NYSE:TSM) is a Taiwanese multinational semiconductor powerhouse that pioneered a dedicated foundry business concept by offering microchip design and manufacturing services for fabless semiconductor businesses. This is a high-demandThis article was written byThe J Thesis633 FollowersDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on and implemented multi-asset strategies, but highly focusing on equities and derivatives.As you might be as well, I am a stock market enthusiast. My core passion lies in understanding how macro trends influence both asset prices and investor behavior. I closely follow EU and US central bank policies, sector rotation, and sentiment dynamics, and construct actionable investment strategies.BA in Financial Economics, MA in Financial Markets. In the past decade, I have navigated through various market conditions, and this was my PhD.One of the essential goals of writing on Seeking Alpha is to share insights with colleagues, fellow investors, exchange ideas, and become slightly better than yesterday. I contribute to the idea that investing should be accessible, inspiring, and empowering. It might sound like a cliche, I know, but in the end it's highly valuable - so let's help each other build confidence in long-term investing. The analysis and opinions shared in my articles and comments are for informational purposes only and should not be considered financial advice. Please do your own research before making any investment decisions.Thank you and have a lovely day!Best regardsAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TSM over 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.Comments