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Taiwan Semiconductor Stock: Does the Booming Revenue Outweigh Geopolitical Risk? | TSM Stock
Aug 22, 2026
Taiwan Semiconductor Manufacturing (TSM) is experiencing a significant boom in revenue driven by AI accelerators and CPUs, leading to increased capital expenditures. Despite geopolitical risks, the stock's valuation appears attractive, trading at a forward P/E of around 20, which is lower than Intel's, suggesting it may be undervalued due to these risks.
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Intel's stock is currently more expensive than Taiwan Semiconductor, despite its earnings having collapsed as it invests to catch up.
Taiwan Semiconductor stock is a buying opportunity due to booming revenue from AI and CPUs, with a valuation that seems to discount geopolitical risks.
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