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

Taiwan Semiconductor MFG. (TSM)

485.80

+13.02 (2.75%)

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

412 watching

BUY

With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.

BUY

Semis are the hottest business in the world, given the chip shortage that he expects to continue. TSM has a lot of orders.

BUY

Fantastic business. Semis are needed in every single device. TSM has all the right products and relationships. His only concern with semis is with companies that rely on others for their business. Homerun returns. Big tailwind of demand.

SELL

World class operation. He sold based on extreme valuation. When something moves 35% in one year, you have to ask yourself if you should be there. On the positive side, there is a chip shortage. Samsung has a better suite of products given the current environment, with a far more accessible valuation.

PAST TOP PICK

(A Top Pick Feb 14/20, Up 128%) Kings of the foundries in the semiconductor ecosystem. Market share of 50.5%. Position is being solidified. Big capex spend. Need to have it in your tech portfolio.

DON'T BUY

Semis have done very well. Their 20-year free cash flow shows that the stock is cyclical. Now, we're at a high. The time to buy semis would have been 2010-2011 when free cash flow dipped to lows and investors were worried about this industry. That said, one semi that is in the dumps and is very cheap is Intel. Though Intel is struggling now, he would buy this for these reasons.

BUY ON WEAKNESS

It is very expensive, but guidance has been an increase of 5% in revenues. The company continues to leap frog ahead. However, it is quite expensive and the demand is overbought. It is however driven by China. Has owned it before, but no longer does. Would wait for a better entry point. Holds Samsung instead.

BUY

An essential 5G play The most important semi company in the world. They outsource the production of the chip industry. Volume is incredible. They just boosted their capex budget by 50%. They're making a killing from 5G. Stock is up 114% in the past year.

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TOP PICK

Its 50% market share is cemented and expanding. Favoured supplier to the free world of leading edge semiconductors. Spending aggressively for manufacturing in US. Quality and performance are best in class. Yield is 1.69%. (Analysts’ price target is $642.87)

COMMENT

The most important semi stock we don't hear from. They report Thursday. If they say that they are doing well, it could move the entire semi group.

HOLD

Likes it a lot. Hard to start a position now, as it's done so well. Long-term, you can continue to own it. Its edge comes from its technological expertise, with smaller nodes. Intel's loss has been TSM's gain.

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PAST TOP PICK

(A Top Pick Jul 28/20, Up 37.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSM has achieved a move to $106. We are going to be disciplined and recommend taking 50% of the position off and to put in a trailing stop at $86 -- about $10 above our first recommended entry level. This would all but guarantee a minimum return of 25%.

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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).

TOP PICK

Stockchase Research Editor: Michael O'Reilly With the demand for semi-conductors on a tear with the growth in cloud based services and the move towards 5G, TSM is a Top Pick. We like that it is now the world's largest semi-conductor manufacturer with a market share of 54%. Intel has struggled with rolling out new technology and TSM has been there to pick up the slack -- even taking on some of Intel's outsourcing. The company's customers include the likes of Nvidia, Apple, AMD and Qualcomm. In the latest earnings report, EPS expanded by over 80% and sales grew by 36%. We also like the dividend. Yield 3.71%

BUY

Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.

BUY ON WEAKNESS

The industry is highly cyclical but due to the money pumped into the economy by central banks, we have seen less cyclicality in this industry than in the past. This is the best game in town. However valuation is a challenge.

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Taiwan Semiconductor MFG. (TSM)