Taiwan Semiconductor Earnings: Lifting Fair Value Estimate After a Beat-and-Raise Quarter
We believe hyperscalers’ elevated spending in the coming years justifies TSMC’s bigger capex budget.
/author-service-images-prod-us-east-1.publishing.aws.arc.pub/morningstar/51408a44-34a8-4b9e-9370-8acd8e7699af.jpg)
Phelix Lee
Phelix Lee is a senior equity analyst for Morningstar Asia Limited (“Morningstar”), a wholly owned subsidiary of Morningstar, Inc.
More From Phelix Lee
Taiwan Semi Earnings: Firm Shrugs off Tariff Blows Amid Insatiable AI Demand
We’ve raised our fair value estimate of Taiwan Semi’s stock.
