TSMC(US:TSM) Seeking Alpha·2026-01-06 20:42Core Insights - Taiwan Semiconductor Manufacturing Company Limited (TSM) is currently priced at approximately $325, while fundamental analysis suggests a fair price of $358, indicating a potential mispricing in the market [1] Group 1: Company Overview - TSM is a leading semiconductor manufacturer, and its valuation is influenced by key inflection points that the market may not be fully recognizing [1] Group 2: Analyst Background - Sandeep Gupta, a technology investment analyst, specializes in semiconductor companies and AI infrastructure, bringing a strategic perspective to technology investments [1] - Gupta has extensive experience in technology consulting, having worked with major firms like Ernst & Young and Accenture, advising Fortune 500 companies on technology strategy and operational efficiency [1] Group 3: Investment Philosophy - The investment philosophy focuses on fundamental analysis that combines technical product evaluation, competitive positioning, financial metrics, and market dynamics [1] - The emphasis is on identifying companies with sustainable competitive advantages and significant growth potential in high-value markets, rather than pursuing short-term momentum [1] Group 4: Analysis Approach - The analysis aims to provide in-depth insights into technology companies, examining product roadmaps, competitive dynamics, and industry trends to aid investors in making informed decisions [1] - The goal is to bridge the gap between complex technology developments and investment implications, making sophisticated analysis accessible to individual investors [1]