Oguz Erkan(@oguzerkan):$TSM is probably the best risk/reward profile in the whole semiconductor industry now. Major designers are expected to grow by, on average, 37% annually over the next three years. Meanwhile, $TSM 2027 P/E is just 18x and 2028 14x. Those chips won't manufacture themselves.

2026.08.27 12:23

$TSM is probably the best risk/reward profile in the whole semiconductor industry now. Major designers are expected to grow by, on average, 37% annually over the next three years. Meanwhile, $TSM 2027 P/E is just 18x and 2028 14x. Those chips won't manufacture themselves.

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Oguz Erkan@oguzerkan

2026.08.27 06:30

$NVDA now has the highest forward 3-year revenue CAGR expectation among the major chip designers after guiding for 70% growth next year: $NVDA: 58% $AVGO: 54% $AMD: 51% $MRVL: 42% $ARM: 30% $INTC: 16% $QCOM: 6% Yet it's the second cheapest on a 2027 P/E basis.

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