Seeking Alpha
21 Oct 2026, 04:08 UTC · 1h ago
EUV: Buy Thesis Remains Strong, Despite Steep Pullback
Impact · against what's priced in
The article provides no catalyst for the semiconductor holdings as it merely echoes existing bull-case themes that the market is currently refusing to pay for. The mentioned demand for 2nm technology and AI infrastructure is already integrated into the base assumptions or explicitly declined by the current valuations.
- TSM+0.00
Already priced in
- The price assumes
Near-term AI demand through 2026
The article cites robust demand for 2-nanometer technology and AI infrastructure, both of which the price already assumes through 2026.
What TSM's price assumes · Sep 3
