TSMC Q4 Preview: Focus On CoWoS And Gross Margin Guidance

Group 1 - The article expresses a positive outlook on Taiwan Semiconductor Manufacturing Company Limited (TSMC), indicating that the stock has outperformed the S&P 500 [1] - The author manages a family portfolio and emphasizes a generalist investment approach, focusing on sectors with perceived alpha potential compared to the S&P 500 [1] - The typical holding period for investments is noted to range from a few quarters to multiple years, suggesting a long-term investment strategy [1] Group 2 - The author has a beneficial long position in TSMC shares, indicating confidence in the company's future performance [2] - The article is presented as an independent opinion, with no compensation received from any company mentioned, reinforcing the credibility of the analysis [2]