An incredible performance by $TSM. Revenues in 2024 will reach $83 billion, up from $8 billion in 2004. But do you think the current pace is sustainable? For the next couple of years I guess it's clear, but what's next? Is anyone keeping TSM here for the long term?
A community member's personal view, not investment advice. Community Guidelines
The results were great and I regret not having their stock in my portfolio. If the price had dropped significantly, I would have bought.
The results are great, but the valuation is high and the stock is really way undervalued, so I'll wait for a better price.
You can see that the company is doing well, but I see a risk from China, because if China were to attack, it could be a big problem.
But it is very unlikely that China will attack, because if it does, it will reduce the profits of many companies and they will stop doing well, and that will affect Chinese companies as well. So, in the end, China would be fighting a bit against itself as well.
I was buying around 80 shares and got rid of them after the results we've had now. The growth was too much.
Semiconductors are a very cyclical sector, so over time it will surely go sideways or down, but currently they are doing very well and as long as its customers will thrive so they will benefit from it.
With each additional fab built outside of Taiwan, the "Chinese" risk will decline and their valuation will approach fer values. But they will keep most of the most advanced production as a silicon shield on the islands, so it is possible that once in a while the market will get cold again and there will be an opportunity to take advantage of significant discounts (I have a couple of pieces for 65-100usd).
I already have a large part of it after the time test, it is currently my largest individual position, so maybe I will eventually pour some into an index ETF.
Semiconductors are a very cyclical sector, so over time it will surely go sideways or down, but currently they are doing very well and as long as its customers will thrive so they will benefit from it.
With each additional fab built outside of Taiwan, the "Chinese" risk will decline and their valuation will approach fer values. But most of the most advanced production will be kept as a silicon shield on the islands, so it is possible that once in a while the market will get cold again and there will be an opportunity to take advantage of significant discounts (I have a few pieces for 65-100usd).
I already have a large part of it after the time test, it is currently my largest individual position so maybe I will eventually pour something into an index ETF.
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