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# TSMC: Bizarrely Undervalued (Archive)
- URL: https://www.huntingalphas.com/tsmc-bizarrely-undervalued-archive/
- Published: 2025-05-15T14:38:00.000Z
- Updated: 2026-02-28T17:09:06.000Z
- Description: TSMC’s market-leading moat, resilient margins and easing geopolitical risk remain deeply mispriced.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, 2330.TW, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- TSMC is poised to gain market share from Samsung, with potential collaborations with US chip giants further strengthening its position.
- Despite gross margin pressures, TSMC's profitability has exceeded expectations, leading me to upgrade my long-term gross margin outlook to 57%-59%.
- Reduced geopolitical risks and attractive valuations suggest potential for multiple expansion, making a compelling case for undervaluation of TSM stock.
- The TSM vs. SPX500 technical charts show an ideal buy setup.
- Consensus estimates seem to be implying earnings downgrades. Whilst this is a risk, I think it is more likely that the market may be mispricing this stock.

Read the full article [here](https://seekingalpha.com/article/4787106-tsmc-bizarrely-undervalued?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*