Great News for Taiwan Semiconductor Stock Investors! | TSM Stock Analysis

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TSMC 7월 매출 약 26.94조NT로 전월比 23.6%, 전년比 44.7% 증가해 성장이 가속 중. AI 수요와 아이폰 교체 사이클이 성장 동력이며 영업이익률도 상승 추세. 2분기 매출 증가율 40%에서 가속. 지정학 리스크로 PER 약 20배 저평가 상태이나 장기 매수 가치가 있다고 주장.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. hey everyone we got some great new reported sales for the month of July that exceeded expectations I'll share with you precisely what those Revenue numbers were vestors going forward the company reported revenue for July 2024 was approximately 26.94 billion NT that's an increase of 23.6% from June and an increase of 44.7% from July of 23 so a year-over-year increase of 44.7% t's a MD and of course apple and the smartphone market the company reported sales in the first 6 months of 2024 that was also up and if you think about the year-over-year revenue growth it's faster than the company grew in its latest quarterly report you can see when Taiwan semiconductor reported their second quarter results on July 18th year-over-year second quarter Revenue increased by 40% so if you go from 40% and you look at the new number of in an increase of 44.7% you'll notice that Taiwan semiconductor's Revenue growth is accelerating that's great news for a company that's so profitable on the bottom line that when you have this kind of Revenue growth it leads to meaningful expansion in profitability on the bottom line speaking of profitability look how it's been increasing the latest figure came in at 41.987012 and I wouldn't be surprised if this number continues increasing over the next three to five years as rising effectiveness of AI really boost demand for Taiwan semiconductor manufacturing products now the company's not just in the AI Market it's also a major player in the smartphone market as I mentioned it's a big supplier to Apple and apple recently reported iPhone sales that were much better than expected as well Apple also launching enhancements to its iPhones with artificial intelligence and that should create a boost in demand for iPhones as people have been waiting for those advancements before they upgrade their phones that they bought in 2020 and 2021 when consumers balance sheet were much stronger they had government checks they had stimulus money all of that helped fuel demand for smartphones and smartphone sales have been slow ever since that burst in 2020 and 2021 so that replacement cycle will fuel further demand for Taiwan semiconductors manufacturing and that's not even yet speaking about how Taiwan semiconductor is benefiting right in line with Nvidia Nvidia has been one of the fastest growing AI companies in the market Taiwan semiconductor is the supplier of Nvidia Nvidia outsources Nvidia continues to thrive which all expectations point to nvidia's revenue growth sustaining at these high levels for at least another 24 months Taiwan semiconductor stands to benefit of course you can't talk about Taiwan semiconductor manufacturing without highlighting the geopolitical risk that's been evident in the company's stock price for at least the last several years as tensions between the US and China and Taiwan have escalated that's been Bringing Down 20 just 20 a company with this performance at these margins with this type of excellent forward prospects would be trading at a much higher valuation if it was a us-based company the forward PE I mean this is speculation on my part but the forward PE would be upwards of 30 maybe 35 if this was a us-based company whereas because it's in Taiwan and because of those geopolitical tensions is trading at a depressed valuation still I think even with the geopolitical risks the company's performance is so excellent that it makes a worthwhile investment for long-term buyers even with the geopolitical risks incorporated into the decision of this investment so overall this was great news for Taiwan semiconductor Manufacturing stock investors Before I Let You Go don't forget to click on the link below to get your free 15 stocks at Mumu