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TSMC's June sales surged 39% YoY, signaling the AI-driven data center boom remains strong and setting up for robust 2Q25 earnings. TSMC's market share and sales momentum outpace peers, with the stock trading at a discount to its intrinsic value based on peer P/E multiples. The risk/reward is compelling—TSMC trades at just 21x forward earnings, while peers command higher multiples despite TSMC's superior growth.
TSMC remains a core holding in my portfolio due to its dominant market position, critical role in global tech, and unmatched competitive advantages. International expansion is reducing geopolitical risk, supporting a fair valuation multiple, while strong earnings growth potential remains intact. AI-driven demand is fueling impressive earnings growth, and I expect upward revisions to analyst estimates and guidance in upcoming quarters.
Despite the market recently rebounding to hit new highs earlier this month, there are still bargains to be found in the tech space.
In May this year, Alphabet Inc. GOOG unveiled a "total reimagining of search" with the launch of AI mode – the chatbot-style search engine feature that would let users converse with the search engine; besides using AI agents to execute tasks on behalf of the user. This announcement follows the launch of features like AI overviews that make Google Search a ‘Zero Click' affair. In search engine parlance, zero click refers to those internet searches that do not require the user to click and visit a webpage in order to get their questions answered. With AI overviews answering questions right on the search result pages, there is little incentive for search users to actually click and visit webpages to find their answers. This presents an existential threat to organizations that have built their business on top of Google's search engine platform. Ironically, Google's steadfast adoption of AI into their search engine is itself propelled by the existential threat presented by the emerging
TSMC, the world's largest contract chipmaker, sees impressive growth driven by AI. Bloomberg Intelligence senior technology analyst Mandeep Singh on the AI boom, Musk's Grok 4, and the AI talent war.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted an all-time high revenue of $30.5 billion for the second quarter, though margin concerns weighed on investor sentiment as a stronger Taiwanese dollar pressured profitability. The world's largest contract chipmaker reported June revenue of NT$263.7 billion ($8.5 billion), up 26.9% from a year earlier but down from NT$320.5 billion in May, marking the weakest month-on-month growth for June in the past four years.
Delta Airlines (DAL) rallied more than 10% after posting strong earnings that showed little turbulence from tariffs. Jenny Horne credits the company's higher-income customer base adding support to its earnings takeoff.
TSM, AEIS, and RFIL are poised to gain as surging AI-driven chip demand fuels a sharp rebound in semiconductor sales.
Taiwan Semiconductor Manufacturing expects revenue from AI-related chips to double in 2025.
Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest contract chipmaker, posted a first-half revenue surge of 40% on booming AI demand, though June revenue dropped over the previous month.