Taiwan Semiconductor MFG. (TSM) Buy, Sell or…

Taiwan Semiconductor MFG. (TSM)

424.37

+5.86 (1.40%)

as of Oct 26, 2026, 8:00:00 pm Market Closed.

413 watching

HOLD

Good company. Main risk is geopolitical with escalating tensions between China-Taiwan. Building facilities in the US helps mitigate this risk. Best foundry in the world. Absent something crazy happening, you can hold for a long time.

DON'T BUY

It is dominant in the sector, will continue to grow, and is not expensive at 14X earnings. There is however a geo-political risk so investors should look elsewhere.

BUY

Reasonable valuation, better diversified than NVDA. 4% FCF yield, trading at 17x earnings.

TOP PICK

The king of semis manufacturing--TSM makes the most chips globally as well as at the most advanced. The only risk is Taiwan itself. (Analysts’ price target is $100.11)

BUY

A terrific company that knows what it's doing and the stock is cheap. His only concern is the Chinese government which could overtake Taiwan.

BUY

Price has come down a lot this year. You're not making as bold a bet on whose technology is better, so it's the safer bet.

PAST TOP PICK

(A Top Pick Apr 20/21, Down 27%) Still massive trends in the business. Best tech and best innovation, but geopolitical risk too high so he exited. Other opportunities in the space without that overhang. You'll do fine if you have patience and a long horizon. Valuation at 10-year low.

TOP PICK

Very strong business that is largest semi-conductor supplier in the world. Building largest plant in the world in Arizona, USA. Shortage in chips creating good business opportunity. Expecting 20% revenue growth going forward. Semi-conductor demand is not going away.

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BUY

Emerged a leading semi-conductor business in the world. Supplies companies like Google, Facebook and Amazon. Recent stock selloff creating good opportunity for investors. Believes technology business will be strong in the long term. Good time to buy for investors. Political risk (China) worth accepting.

PAST TOP PICK

(A Top Pick Oct 20/21, Down 42%) Fantastic numbers reported this morning. 51% market share in foundries. AAPL is biggest client. TSM beat on top and bottom numbers, so this bodes well for AAPL too.

TOP PICK

The demand for chips should continue growing well since there are many uses including automobiles, cloud computing, EV's, internet of things, AI, etc. It has proprietary knowledge in the design of 3 to 5 manometer semiconductor chips. Has a sustainable ROE of 22%. Buy 12, Hold 2, Sell 0 (Analysts’ price target is $126.73)

PAST TOP PICK

(A Top Pick Oct 20/21, Down 30%) Reduction in value easily managed by his hedges. He maintains a 2.5% position. You always want to own the leaders, and this one's the undisputed foundry leader. (Analysts’ price target is $107.00)

BUY

Biggest foundry, 51% market share. Great job. New contract from QCOM. Order book is long and robust. Geopolitical concern. (Analysts’ price target is $126.60)

PAST TOP PICK

(A Top Pick Aug 09/21, Down 25%) Believes company is still great. Has large number of major customers including Apple. Company will be key beneficiary of increase in computing adoption. Geopolitical risk not worth investment in company. Has sold shares. Finding value in other companies in the sector.

PARTIAL SELL

Semis are a cyclical business, so share prices swing a lot. TSM is seeing softness in smartphones and PC's post-pandemic. There's been a semi shortage the past year, but eventually demand will be met. TSM has strength in other segments, but the global economy remains uncertain and can weaken. Semis are not long-term holds. You can play the cycle. Can't predict what TSM will do over the next 6 months. Take your losses and invest in tech that has smoother growth.

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Taiwan Semiconductor MFG. (TSM)