TSMC: The Demand Remains Unmet, And Prices Will Increase In 2026

Group 1 - The market continues to underestimate Taiwan Semiconductor Manufacturing Company Limited (TSM), which has been undervalued for years due to a lack of recognition of its uniqueness [1] - TSM is identified as a company with exceptional caliber, capable of reinvesting capital for impressive returns, with a long-term capability of capital compounding [1] - The ideal scenario for TSM is to demonstrate a high enough compound annual growth rate to potentially deliver tenfold returns or greater [1] Group 2 - The investment strategy focuses on maintaining a long-term perspective, which is believed to generate higher returns compared to the market index [1] - A conservative investment strategy is primarily adopted, with occasional pursuits of opportunities that have a favorable risk-reward ratio [1] - Careful consideration is given to ventures with substantial upside potential and limited downside, ensuring overall portfolio stability [1]