$TSM reported October revenue jumped 59.7% YoY to $18.4B. $SMH $EWT Revenue for the first 10 months of the year surged 43.3% to NT$4.49 trillion. Strong chip shipments directly benefit major customers like $NVDA and $AAPL, reinforcing TSM's critical position in global technology supply chains. Taiwan Semiconductor: Gross margin = ~66% Net margin = above 51% Forward PEG ratio = 0.51 Seeking Alpha Quant Rating for Taiwan Semiconductor: Strong Buy. Is TSMC still the cheapest way to own the AI boom at a 0.51 PEG?
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