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

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Taiwan Semiconductor MFG. (TSM)

415.17

-29.75 (6.69%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

410 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

Taiwan Semiconductor Manufacturing Company (TSM) is widely regarded as a leading figure in the semiconductor industry, controlling a dominant share of the market, particularly in advanced chip manufacturing crucial for AI technologies. Analysts highlight its impressive financial performance, including substantial revenue growth and high margins, with a strong backlog of orders indicating robust demand. Despite the positive outlook, some experts express concerns over the current valuation, suggesting that it may be somewhat overextended, especially given the geopolitical risks associated with its operations in Taiwan. However, the consensus is that TSM is an essential player for future innovations, and its pivotal role in the AI sector ensures a promising growth trajectory. Many analysts recommend holding or selectively buying the stock, given specific market conditions and earnings reports.

Consensus

Buy

Valuation

Overvalued

Similar

Samsung,SSNLF

STRONG BUY

Absolutely hold despite price drop. Semiconductor shortage. Market leader. New chip will be the largest player in mobile come 2023. Phenomenal profitability on the horizon. Best in class business, production moving to the US.

DON'T BUY

Stock price presenting buying opportunity. Geopolitical risk in Russia/China is not good for business. Believes other companies in sector better investments. Does not own stock.

PAST TOP PICK

(A Top Pick Jan 13/21, Down 4%) It's an excellent company but stock hasn't done well. Possibly because investors are worried about Taiwan. Also some concern over whether we have seen the peak of the semi-conductor cycle. Can chip production grow from past peak. Largest name in emerging markets which also hold Russian equities. If holders in these markets want to raise money they may not be able to sell Russian companies and one to consider may be TSM, being the largest.

HOLD

It'll be higher 2-3 years from now, but short term when will the decline stop? Hold if you own already. Don't sell.

BUY

51% market share in semi foundries, the biggest one around. Always have spent a lot on capex, and recently announced this will continue. Medium-long term hold. Spend will unlock value over the next 2 years. It's gone sideways because what they make, they spend. Sabre-rattling about China is a bit of an outlier risk. 12-month price target of $151.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Nov 04/21, Up 3.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSM has triggered its stop at $120. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 24.5%, when combined with the previous recommendation to cover half the position.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Nov 04/21, Up 45.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSEM has achieved its $144 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $105) to $120.

DON'T BUY

She owns no semis. Warning: Semis are very cyclical. They've done well at the start of the shortage, which will take time to alleviate. Supply will eventually meet demand. Semis are a trade that you must buy early. She invests long term.

PAST TOP PICK

(A Top Pick Jan 14/21, Up 13%) It is the largest producer of semi-conductors in the world - about 50% of market. First to all leading edge nodes. A key company in solving the shortage of semi-conductor wafers. Recent excellent results and investments in their business. All roads lead to this company. Still holds and would buy.

TOP PICK

See previous comments under Past Picks. Leading edge nodes. A strong stock that has under-performed in past year. Put up strong numbers last week. Only Samsung has kept up with them.

BUY

Likes the semi market and this stock. Flat for the past year or so, recently starting to break out. If it gets above $140, there's more above that. The chip shortage means pricing control. Increasing demand for chips in all products. He owns NVDA. A cyclical play.

BUY

TSM vs. NVDA Don't forget Micron. Semi ecosystem has 4 parts. NVDA is poster child for designers. TSM poster child for foundries. Capital intensive. Third part is manufacturing. Micron is a designer and manufacturer. Fourth part is the equipment suppliers like KLA, LRCX, ASML. TSM price target of $144.50. NVDA is expensive, price target coming up soon of $329.25. AMAT would be his favourite. See his Top Picks.

BUY

Buy HIMX? No to HIMX or other Chinese stocks in this space, because these stocks have disappointed so often, but he recommends Taiwan Semi in this space.

BUY

Geopolitical risk? Geopolitical is clearly a risk, but he likes to think cooler heads will prevail. Hasn't participated in the recent rally as much, but it's only a matter of time. A great company. One of his favourite ways to play the space for foundries. Likes AMD for CPUs, NVDA for GPUs, ASML and AMAT for semi manufacturing equipment.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly With the demand for semi-conductors on a tear, along with growth in cloud based services, and the move towards 5G, we reiterate TSM as a TOP PICK. The company is the world's largest semi-conductor manufacturer with a market share of 54%. Recently reported EPS grew by 50% over the year and is expected to continue growing over 15% annually over the next five years. It pays a reasonable dividend, backed by a payout ratio under 50% of cash flow. We continue to recommend a stop loss at $105, now looking to achieve $144 -- upside potential over 25%. Yield 1.36% (Analysts’ price target is $143.79)

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Taiwan Semiconductor MFG. (TSM)