Motley Fool Money Taiwan Semi’s $100 billion plan and housing is hot!
19 snips
Jul 10, 2025 Matt Frankel, a Motley Fool analyst specializing in real estate and finance, dives into exciting news from Taiwan Semiconductor, which recently reported a stunning 39% revenue growth driven by AI demand. He also discusses how lower mortgage rates are reinvigorating the housing market, boosting sales and refinancing. Notably, TopBuild's expansion into roofing and Ferrero's acquisition of WK Kellogg highlight significant movements in the market. Frankel brings keen insights into the dynamic landscape of tech and real estate.
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Taiwan Semiconductor's AI Boom
- Taiwan Semiconductor's revenue growth rate accelerated to 39% due to massive AI investment demand.
- This rapid growth could sustain for a few more years but will eventually peak.
Data Centers as Demand Indicators
- Data center construction activity signals future chip demand growth.
- Companies ordering and building data centers create forward-looking insights on semiconductor needs.
Taiwan Semiconductor Stock Buy
- Taiwan Semiconductor trades at about 24 times forward earnings, justified by fast revenue growth.
- Investors can consider buying given its strong fundamentals and growth trajectory.