TSMC: Demand Outlook Offsets Likely Peak In Gross Margins

I maintained a bullish outlook on Taiwan Semiconductor Manufacturing Company Limited aka TSMC (NYSE: TSM ) going into Q4 FY24 earnings. And so far, it is playing out well, outperforming the S&P 500 ( SPY ) ( SPX ) ( IVV ) ( VOO ):Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge ...