TSM Stock Forecast: Raise Your Winning Bets On Taiwan Semiconductor

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Taiwan Semiconductor Manufacturing Company’s stock has a 1-year price return of more than 38%.
  • I’m still endorsing TSM as a buy. The recent out of court settlement with GlobalFoundries insured that chip foundry customers of Taiwan Semiconductor have nothing to worry about.
  • Smartphone sales are peaking but stronger PC shipments is a tailwind for Taiwan Semiconductor.
  • The absence of competition from GlobalFoundries is a tailwind for TSM.
  • Next year’s rollout of 5-nm process will increase TSM’s chip manufacturing lead over Intel and Samsung.

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TSMC Stock Forecast: Why You Should Bet on TSMC

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Taiwan Semiconductor Manufacturing Company’s stock is down -22.78% from its 52-week high. TSM has upside potential from its big lead in semiconductor production process nodes.
  • The protracted delay of Intel’s 10-nanometer and 7-nanometer process nodes is a tailwind for TSMC.
  • TSMC is currently 7-nanometer node process foundry. It can command a higher contract price on any firm who wants to sell 7-nm processors.
  • TSMC has a small tailwind from IBM’s 7-nm datacenter chip. If this deal goes well, other ARM-based server builders might also hire TSMC as their exclusive foundry partner.
  • Intel’s difficulty in upgrading its factories to build 10-nm x86 processors could inspire AMD to request TSMC TO fast-track production of its 7-nm Ryzen processors with TSMC.

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