Has The Tech & Semiconductor Sell-Off Gone Too Far?
"TSMC delivered strong growth but shares declined"
As you know by my name, I love dividends. And in addition to sharing on here, I write regularly on the investment platform- Seeking Alpha.
My goal there is to teach everyday investors about building wealth, so they won’t to need to work to traditional retirement age.
I want to help you take control of your life, have F.I.R.E.
Here at Dividend Collection Agency the goal is to give investors and/or readers a different perspective. We take a simple approach to building wealth. And although investing may seem easy, people often miss opportunities by over complicating it.
But we are here to help.
Current Price: $392.31
Dividend: $0.95
Technology stocks have stumbled in recent weeks as investors grow increasingly concerned about artificial intelligence infrastructure spending.
While the market’s concerns surrounding elevated capital expenditures are understandable, I believe they’re becoming excessive—especially in the case of Taiwan Semiconductor Manufacturing Company (TSM).
Despite reporting one of its strongest quarters in company history, TSM shares sold off after earnings as investors focused almost entirely on management’s higher spending plans rather than the company’s exceptional operating performance. Although additional volatility remains possible over the next several quarters, I believe this pullback represents an attractive long-term buying opportunity.
The World’s Most Important Chip Manufacturer 📱
Taiwan Semiconductor Manufacturing Company is the world’s largest independent semiconductor foundry and sits at the center of the global technology ecosystem. Nearly every major technology company relies on TSM to manufacture its most advanced chips.
Its customer list includes industry leaders such as:
Nvidia (NVDA)
Apple (AAPL)
AMD (AMD)
Qualcomm (QCOM)
The company’s manufacturing leadership has become even more valuable during the AI boom, as demand for advanced processors continues to accelerate across cloud computing, enterprise software, autonomous vehicles, and consumer electronics.
Simply put, the AI revolution cannot continue without TSM.
