u/Beneficial-Chair-333 ·
Reddit — r/ValueInvesting
· July 19, 2026 at 02:40
· ⬆ 17 pts
· 💬 19 comments
| View on Reddit ↗
AI Summary
Summary
Post questions why TSMC is overlooked in semiconductor discussions despite its stable, high-moat, and fair-valued position.
Author suggests geopolitical risk and Intel’s emerging 18A node (85% yield) as potential reasons for neglect.
Quality assessment: Speculation/discussion, not deep DD; raises a valid observation but lacks rigorous data.
Score17
Comments19
Upvote %81%
▶ Full Post Text
I'm noticing and recently curious about why everyone talk about MU, SNDK, ASML, INTC and other similar stocks but despite being one of the stable, high moat and fair valued in the sector TSMC gets neglected in the discussions of semiconductor and chip stock buying.
Is it because of it's geopolitical risk?
It's industry leader who produce chip between 70-90% exceptional production yeild for different node types. Recently Intel foundry's 18A process node has reached yeild of 85% which other companies couldn't acheive and put it on par with the TSMC. Though Intel is not immediate threat to the TSMC but it has definitely emerging as geopolitical risk free alternative to the TSMC's long monopoly in the chip production.
TSMC is the industry leader with 70–90% exceptional yields across nodes, high moat, and fair valuation, yet is neglected in discussions. Neglect by retail/forum attention can create a mispricing opportunity if fundamentals remain strong and geopolitical fears are overblown. Position for long-term value as TSMC’s competitive advantages persist despite Intel’s progress. Escalation of Taiwan-China tensions, Intel’s 18A gaining meaningful market share, or a cyclical downturn in semis.
This Reddit post, published July 19, 2026,
features u/Beneficial-Chair-333
discussing TSM.
1 trade idea extracted by AI with direction and confidence scoring.