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Taiwan Semiconductor Manufacturing: Unmet Demand and Rising Prices in 2026
ByAinvest
Friday, Dec 5, 2025 5:52 am ET1min read
Taiwan Semiconductor Manufacturing Company Limited (TSM) has been undervalued due to market underestimation of its uniqueness. No other company can match TSM's ability to deliver advanced semiconductor chips. Despite unmet demand, TSM expects prices to increase in 2026, driven by strong demand for its products. The company's investment thesis remains strong, despite market skepticism.
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