Key Points
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Taiwan Semiconductor Manufacturing (NYSE: TSM) is trading at a forward P/E ratio of around 23 and a PEG ratio of 0.7, indicating it may be undervalued amidst its dominant position in AI chip production.
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Salesforce (NYSE: CRM) currently has a forward P/S multiple of approximately 4.5 and a P/E of 17, facing downturns in the SaaS sector due to AI disruption fears.
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Meta Platforms (NASDAQ: META) has a forward P/E of just above 18 and a PEG below 0.9, reporting a 26% increase in revenue driven largely by AI advancements.
Amidst the current tech market dynamics, Taiwan Semiconductor Manufacturing (TSMC) stands out as a key player in AI chip manufacturing, with strong growth prospects leading to a significant capital expenditure increase for 2026. In contrast, Salesforce’s valuation has dipped as the SaaS industry wrestles with AI’s impact, while Meta Platforms continues to achieve revenue growth through AI enhancements, highlighting the contrasting fortunes within the tech sector.
