Analyse Taiwan Semiconductor Manufacturing stock

Confirmed: The consensus price target of 418.28 EUR is only around 10.2% above the current price of 379.46 EUR and therefore clearly within the permissible plausibility range of ±25%.

Quantitative: The current P/E ratio of 27.55is plausible for TSMC given its strong market position, high margins, structural AI/HPC growth and robust cash flow quality. Compared to historical semiconductor cycles, the valuation is not cheap, but neither is it excessive for a quality leader. The price target is also practically at the 52-week high of EUR 418.65, which shows that the market has already priced this level as achievable.

Fundam...