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TSM undervalued, will achieve Trillion dollar valuation or maybe two Trillion if China cooperates

Arthur Hanson

Well-known member
When you multiply TSM's sales growth rate of 16.7%(which currently is held back by capacity restraints which it is dealing with in a big way, times the totally superior profit margin o 37.96%, you get a literally mind blowing number compared to all but a very few companies of similar size. It is not hard to see TSM enter the trillion dollar club in short order with their massive capital spend. If China realizes it's far better to become TSM's largest customer than take over Taiwan, a two trillion dollar company. This would benefit everyone in the shortest period of time and unleash a wave of prosperity for all sides if at the same time all sides apply the savings on military budgets into endeavors that benefit everyone.
 

VCT

Member
When you multiply TSM's sales growth rate of 16.7%(which currently is held back by capacity restraints which it is dealing with in a big way, times the totally superior profit margin o 37.96%, you get a literally mind blowing number compared to all but a very few companies of similar size. It is not hard to see TSM enter the trillion dollar club in short order with their massive capital spend. If China realizes it's far better to become TSM's largest customer than take over Taiwan, a two trillion dollar company. This would benefit everyone in the shortest period of time and unleash a wave of prosperity for all sides if at the same time all sides apply the savings on military budgets into endeavors that benefit everyone.
When TSMC said CAGR 15%-20% for the next 5 years. They mean 20%+. They just want to lower people's expectation.
2022 growth: 26%-29% (according to TSMC)
2023 growth: Intel big orders starts.

Just want watch Samsung & Intel carefully.
In case they fumble, TSMC will go up to another level.
 
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