We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s share was trading at $155.84 as of April 14th. TSM’s trailing and forward P/E were 22.60 and 17.48 respectively according to Yahoo Finance.

A robotic arm holding a semiconductor chip, emphasizing the precision and quality of the company’s production...





