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This article reviews a bullish thesis regarding Taiwan Semiconductor Manufacturing Company (TSM), highlighting its strong Q2 2025 performance with a revenue increase to US$30.1 billion and a significant year-over-year EPS rise. TSM's leadership in the AI semiconductor market is supported by advanced technology production and strategic U.S. expansions, while facing challenges like forex volatility and geopolitical tensions. Analysts remain optimistic, forecasting a continued growth trajectory amidst a solid demand environment, making TSM an attractive option for investors.
Source: YAHOO