TSMC: Solid Results, But Sentiment Still Heavy

Last time I wrote about TSMC (NYSE: TSM ) ( OTC:TSMWF ), the world was a different place. That was before the tariff chaos hit the headlines and dragged down the market — semiconductors underperformed the S&P, and the Taiwanese giantI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Com ...