TSMC: Solid Results, But Sentiment Still Heavy

Core Insights - The semiconductor sector, particularly TSMC, has faced challenges due to tariff chaos impacting market performance, leading to underperformance compared to the S&P index [1] Company Overview - TSMC is a leading player in the semiconductor industry, which has been affected by recent market volatility and tariff issues [1] Analyst Background - The analyst has a strong background in technology investments, with a focus on semiconductors, robotics, and energy, emphasizing growth at a reasonable price [1] Investment Strategy - The investment approach prioritizes companies in oligopolistic sectors with high barriers to entry, while avoiding smaller companies due to perceived risks [1]