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

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Taiwan Semiconductor MFG. (TSM)

434.99

-5.84 (1.32%)

as of Jun 25, 2026, 8:00:00 pm Market Open.

407 watching

Investor Insights

Jun 25, 2026, 12:00 am

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

Taiwan Semiconductor Manufacturing Co. (TSMC) is widely recognized as a key player in the semiconductor industry, holding a significant market share of around 70%. Experts praise its monopoly on advanced chip production, particularly for AI applications, highlighting impressive revenue growth metrics and strong demand from major clients like NVIDIA and Apple. While some analysts express concerns over its high valuation, many insist that TSMC remains a cornerstone investment, providing a stable and essential foundation for the AI sector. Despite geopolitical tensions in the region, a majority believe in its long-term growth potential, with expectations of continued strong earnings growth. TSMC's consistent performance, large backlog, and unique position as a foundry make it a widely recommended pick among analysts.

Consensus

Buy

Valuation

Overvalued

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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)

TOP PICK

Beat top and bottom lines last week. Free cashflow likely to remain under pressure, as they're spending so much on capex. Should bear fruit by 2024. Value will be unlocked over 3-4 years. Buy in thirds at $116, 105, and 95. 12-month target of $145. Yield is 1.69%. (Analysts’ price target is $150.26)

BUY ON WEAKNESS

They produce chips for other companies, like a foundry. He prefers this in the chip space vs. the pure plays, like Intel or Nvidia. )The current chip shortage was only partly caused by the pandemic.) The trouble with this sector is that you don't know who's on the cutting edge. It used to be Nvidia, but who will be the winner going forward? TSM is less risky because it makes chips for several companies, again like a foundry. They all have pricing power now, given the shortage. TSM's valuation is high, though cash flows are strong and they are reinvesting a lot. The chipmakers have momentum.

WEAK BUY

Started to consolidate after a tremendous run. A dynamite company, but technically has been in a range for 4 months. Key support is around $107. Buy it today with that stop, as a great long-term hold. Semis are today's copper, and this a great way to play. Geopolitical risk, as may see a challenge to its independence from China over the next few months.

TOP PICK

It is the leading foundry in the world. He would rather buy this and sell INTL-Q. They are spending a lot in CAP-X over the next little while. They have technological leadership. They provide good exposure to automotive semiconductors. (Analysts’ price target is $144.82)

BUY

Largest outsource manufacturer in the world. TSMC has much better growth than Intel.

BUY

They report Thursday. They could tell if microchip prices have peaked. He is concerned in the background about China-Taiwan political relations and whether China would get its hands on this company which produces a lot of computer chips for America. He thinks TSM has more room to grow.

TOP PICK

Not a day goes by where we don't hear about chip shortages. The business used to be more competitive. They are incredibly well positioned. Margins should pick up. (Analysts’ price target is $143.96)

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WAIT

A fabrication company for other companies. A leader. Way ahead in technology. Has become a political issue. US is pushing for a lot of fabrication to be done in the US, so TSM is opening up US plants. Capex will be large over the next 6-8 months, so you'll get a chance to buy lower in the next month or so. Has compounded at 15-20% for a long time.

SELL ON STRENGTH

Global best of breed. Great company but thinks the valuation is too high at these levels. Supply chain disruptions and natural disasters have elevated prices for semi conductors. If you own it, sell it or trim it. Because of the supply disruptions, there could be significant correction in the semi space.

TOP PICK

World's largest foundry. Can maintain market dominance. Continues to invest in technology. More scope to grow, especially as it can capture growth in the AI market, once the smartphone market starts to dwindle. Yield is 1.50%. (Analysts’ price target is $141.32)

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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 Jul 28/20, Up 51%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSM is progressing well. We are now recommending to trail up the stop (from $86) to $105. If triggered, this would all but insure a total investment return over 37%, including the previous recommendation to cover 50% of the position,

BUY

Interesting industry, with political aspects. Chips are vital. US is ahead of China in its ability to manufacture chips. TSM is one of the great foundry companies. Huge capex in the next few years. You can also look at NVDA (gaming, cloud) and QCOM (5G).

BUY

12-month price target of $134.50. Has been adding to it. Undisputed market leader of semiconductor foundries. Competitors just can't reach its huge economies of sale. Doesn't design, just manufacturers. 20% annual revenue growth. Yield of 1.5%.

TOP PICK

He's watching semis closely due to the current shortage and the US government investing seriously in this business. The industry is demand-driven. TSM says it can increase prices of its chips--interesting. Margins should improve as he expects robust growth for years to come. 15% revenue growth expected and this is trading at a low market multiple. TSM is investing $120 billion to building more facilities and compete better against AMD and Intel. (Analysts’ price target is $140.99)

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Taiwan Semiconductor MFG. (TSM)

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