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Taiwan Semiconductor: The Revolution Is Just Getting Started
TSMCTSMC(US:TSM) Seeking Alphaยท2024-04-04 17:09

BING-JHEN HONG/iStock Editorial via Getty Images Introduction I wanted to come back to Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to see how it has progressed through 2023, which was arguably a very tough environment for many semiconductor companies. Unsurprisingly, TSMC's profitably took a hit, but we are seeing a resurgence in revenue growth. I believe that the future is very bright for TSM, due to the AI hype that other prominent players in the industry are leading the demand for AI-ca ...