NYSE:TSM
Taiwan Semiconductor MFG. (TSM)
38 expert ratings on Taiwan Semiconductor MFG. (TSM) in the last 12 months: 25 Buy, 9 Hold, 4 Sell. Latest rating: BUY by Ivana Delevska on Sep 16, 2026.
Financials 
Technical Analysis 
The geopolitical concerns particular to this name have been around for some time, yet the share price has continued to move higher. For him that's not at the forefront of his thesis, though something to consider.
Numbers reported this morning showed a 53% YOY gain in revenue, with 10% in July alone. Biggest customers in the world in the tech space, and those customers need them. Very little competition. Very high barriers to entry. Expanding across the world. EPS growth rate is 40% over next few years. Technical chart is strong. Yield is 1.02%.
Stan WongCould push higher, but you need to have the broad sentiment change he talked about at the top of the show. Involved in the broad move by semis, and they've all come down as sentiment has turned negative. Geopolitical risk on the shores of China. Globally dominant foundry despite US administration's backing INTC as a domestic play.
To evaluate, look at broader macro issues first. Nothing wrong with it, but please look at the broader picture.
Controls 80-85% of the manufacturing of chips around the world. Now setting up shop in the US. His 12-month price target is ~$545. Definitely buy here, but in thirds. Buy here, around $400, and ~$375 (doubts you'll see this).
Kim BoltonOwns both. Likes both, but for different reasons. Complement each other in a portfolio. Recently added to MU on pullback.
MU makes memory chips. More cyclical. When demand and pricing are strong, can be a lot more earnings upside. A bit more torque in the current AI memory cycle.
TSM manufactures advanced chip design. Steadier, higher-quality manufacturing platform. Sits at the centre of almost the entire semiconductor ecosystem. Tradeoff is geopolitical risk, with most of advanced production concentrated in Taiwan.
Brianne Gardner
We're in the craziest cycle we've ever seen. We haven't even touched levels people think we're going to reach in terms of AI demand. Sold out for the net 4-5 years. Stock reflects a lot of that good news. When the cycle ends, it'll be painful.
Barry SchwartzAI infrastructure buildout is a massive growth segment. This is the name he uses for client portfolios. Valuations in the space tend to be fairly rich. So this name isn't a buy today. Watch and wait.
Chris Blumas
Spending lots of $$ to build foundries in the US. Demand backdrop remains strong, margins are great.
Brian Madden
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Premium contentLast year, the company generated 120.66 B USD, the most of which — 105.02 B USD — came from its top-performing segment, Wafer, compared to 78.29 B USD the previous year. The greatest contribution came from United States, which accounted for 90.97 B USD last year, with 62.03 B USD the year before. Social media mentions are up 459% in the past 24h.
It's always undervalued on valuation, because there's a fear that China will one day clash with Taiwan. But TSM is the bottleneck in all memory and they have the most advanced technology. Even after ramping up production, they can't keep up with this ferocious demand.
(Analysts’ price target is $486.84)
Dan RohintonGood opportunity if you're looking for broad exposure to semis with both GPUs and CPUs. Whichever cycle comes out the winner, this name will perform well from risk/reward. Pullback today due to overreaction on META news, not a bad entry.
Her team prefers to play one or the other, and right now is really excited about CPUs.
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Taiwan Semiconductor MFG. (TSM) Frequently Asked Questions
What is Taiwan Semiconductor MFG. stock symbol?
Taiwan Semiconductor MFG. is a American stock, trading under the symbol TSM (previously TSM-N on Stockchase) on the New York Stock Exchange (TSM). It is usually referred to as NYSE:TSM or TSM
Is Taiwan Semiconductor MFG. a buy or a sell?
38 expert ratings on Taiwan Semiconductor MFG. (TSM) in the last 12 months: 25 Buy, 9 Hold, 4 Sell. Latest rating: BUY by Ivana Delevska on Sep 16, 2026. Read the latest stock experts' ratings for Taiwan Semiconductor MFG..
Is Taiwan Semiconductor MFG. a good investment or a top pick?
Taiwan Semiconductor MFG. was recommended as a Top Pick by Ivana Delevska on 2026-09-16. Read the latest stock experts ratings for Taiwan Semiconductor MFG..
Why is Taiwan Semiconductor MFG. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Taiwan Semiconductor MFG..
Is Taiwan Semiconductor MFG. worth watching?
Taiwan Semiconductor MFG. is followed by 412 investors on Stockchase and is a trending stock that is worth watching.
What is Taiwan Semiconductor MFG. stock price?
On 2026-10-05, Taiwan Semiconductor MFG. (TSM) stock closed at a price of $485.80.
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You can absolutely get back in. The hardware pullback is creating opportunities. Very strong company, supplies almost everybody. For broad semiconductor exposure.