Close-up of a TSMC-branded semiconductor chip, symbolizing Taiwan Semiconductor’s role in global chip manufacturing and AI-driven growth. Key Points TSMC saw a discrepancy between seasonal inventory adjustments and massive YOY growth, which triggered a compelling entry point for long-term investors. High-performance computing has overtaken mobile as the primary revenue driver for the company, signaling a permanent shift toward structural growth in AI. Management has signaled strong confidence in future ...