TSMC's Dominance Is Intact, And The Valuation Still Works

Last time I called Taiwan Semiconductor Manufacturing Company Limited, aka TSMC (NYSE: TSM ), a Buy, it was doubling down on the company's perspectives on fundamentals, in spite of the macro overhang and the chaos brought to markets byI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities C ...