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

BUY

Top investing idea. Patricia: Core holding of hers. Moving from outsourcing to design. EVs are a strong area. Only ones that produce the nanometer chips. Long-term compounder. Efficient business model.

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PAST TOP PICK

(A Top Pick Jun 28/21, Down 25%) They are the biggest manufacturer of semis in a time of a major semi shortage. TSM is the cutting edge. Their new foundry in the US will open in 2024, so he expects a 20% bump in revenues and serious earnings growth for the next several years. Now, is a phenomenal time to enter this. TSM is a core holding for him. They benefit from increasing use of semis in autos

PARTIAL SELL

Sell? TSM is a leader at at time of chip shortages. She doesn't invest in semis, because it's very cyclical. Now is a pullback in technology, so the path forward is upward. You can take profits. Maybe buy a large tech stock that is less cyclical during the current tech weakness.

BUY

Given the Ukraine war and Russia-China's relationship He owns this for the long term. TSM is the leader in the semiconductor foundry side, which do the manufacturing of the chips. Hard for other companies to break in. He doesn't expect China to invade Taiwan. $151 is his price target. This has potential over 3-5 years.

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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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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.

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Taiwan Semiconductor MFG. (TSM)