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NYSE:TSM
Taiwan Semiconductor MFG. (TSM)
Financials 
Technical Analysis 
Aug 24, 2026, 12:00 amThis summary was created by AI, based on 46 opinions in the last 12 months.
Taiwan Semiconductor Manufacturing Company (TSM) stands as a dominant player in the semiconductor industry, contributing significantly to AI advancements with its advanced chip production. Despite its strong market position, there are mixed sentiments about its current valuation and future growth potential; many experts express caution due to high current valuations in light of geopolitical tensions and cyclical industry behaviors. Demand for TSM's chips remains robust, driven largely by AI applications and major clients like NVIDIA and Apple. Analysts highlight that the company's operational efficiency and market share (around 70%) provide a solid foundation for continued revenue growth, yet caution against entering at what is perceived as elevated price levels. The general outlook is one of watching for a pullback before making new investments, as TSM's strategic positioning could yield favorable long-term returns.
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.
TSM was cheap last year because of worries that China will invade Taiwan. TSM is the bottleneck to AI. They are the most important company around--they make the products for Nvidia, Qualcomm, everybody. Musk and Intel say they will compete with TSM, but building those factories will take years. TSM's demand will last years. Valuation remains okay. Prefers this to Nvidia any day.
Barry Schwartz(Note the short timeframe.) Still a wonderful bottleneck-monopoly company. Last quarter saw revenue growth of 40% YOY, gross margins of ~67%, operating margins of 58%. Software margins for a hardware company.
Raised full-year revenue growth to above 30%. Increasing capex, which is a very strong signal for the overall space.
Nick Mersch, CFA
Allegedly has competitors, but not in practice. Those competitors are on the lagging edge. Effectively the monopoly on bleeding edge chips. Best and most consistent toll road on AI technology getting more miniature and sophisticated. Yield is 1.03%.
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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?
In the last year, 41 stock analysts issued a Buy, Sell, or Hold rating on TSM (previously TSM-N on Stockchase). 25 analysts recommended to BUY and 5 analysts recommended to SELL the stock. The latest stock analyst rating is WAIT. 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 Darren Sissons on 2026-08-21. 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 411 investors on Stockchase and is a trending stock that is worth watching.
What is Taiwan Semiconductor MFG. stock price?
On 2026-08-24, Taiwan Semiconductor MFG. (TSM) stock closed at a price of $410.12.
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Best in class. Prime beneficiary of AI. Advanced chips carry the lion's share of profitability. As long as that continues, it'll be a good investment. Quite expensive here. Put on your radar for when we get a decent correction.