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

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Taiwan Semiconductor MFG. (TSM)

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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

Similar

NVDA

PAST TOP PICK

(A Top Pick July 27/11. Up 12.18%.) The more complex semiconductors get, the more difficult they are to manufacture. This is really the only independent company doing this now. Still likes us very much.

BUY

Likes this company long-term. Big fat dividend and tons of cash. If you look at the history of the semiconductor sector, the sector has compressed so there are only 4 or 5 companies producing the higher technology chips. These are the most expensive chips and this is the only company that has the lead.

BUY

Has not had a good month. But there is not much behind that from a business perspective. They should actually have some pricing power because of a lack of supply of their chips. He is looking to top up his position

BUY

A core holding in the tech space for him. Manufacture semiconductors. Largest foundry in the world. Not very cyclical. Inventories are coming down but not as fast as some people would like, so price is stuck right now. You need a 2-5 year time-frame. He bought a year ago.

BUY

They are a foundry so do very little design of integrated semiconductors but do a lot of manufacturing. A big client of theirs is Qualcom (QCOM-Q). They are a direct beneficiary of the rise of mobile computer devices, smart phones and tablets. Very well-positioned. Huge technological leader.

BUY

Very few companies that can keep up in the race to reduce the dimensions of semiconductors to the point that we can see the cost of things like the iPad's continue to decline. The race is on between this company and Intel (INTC-Q) to allow companies like Qualcomm (QCOM-Q), Broadcom (BRCM-Q) and Intel to compete to provide the cheapest circuits for cell phones etc. This is one of the few companies that can compete. Still has a lot of room to move, especially over the longer term.

TOP PICK

Contract manufacturer for chips. 4.3% dividend. Expect a nice catalyst this year that they will take over from Samsung to manufacture Apple product chips.

TOP PICK

Largest semiconductor fabricator globally. Have about 50% of the market. As semiconductor wafers and chips become smaller and thinner, competition gets less and less.

STRONG BUY

Gaining market share in the consumer sectors. Moving from being just an out sourcer to being a designer. Price target is about 15% from here.

BUY ON WEAKNESS

A pretty volatile stock, but the trend has been up. Very well run company. They are the leader on the technology curve. Pick your time for buying.

BUY

Will be beneficiaries from the trend of semiconductor companies outsourcing. Also focused on next generation, so margins have been out weighing the competition. Have been a couple of downward earnings revisions recently, so watch.

WAIT

Leading contract manufacturer of semi-conductor wafers, so it’s a leveraged play on the health of the semi-conductor industry. Volatile. The capital expenditure boom that was expected has all dried up and consumer items are now overstocked. Wait for the start of the next cycle.

WEAK BUY

A semiconductor manufacturer. Don't have any products themselves, but manufactures for others. There are times to own it, but when times are tough, they are stuck holding a lot of facilities.

DON'T BUY

Has done very well. In the chip sector, this and Intel (INTC-Q) would be the leaders. Free cash flow is very important because this is a commoditized business. Up 5% for the year which is similar to many of the NASDAQ companies because of lower prices coming in for their equipment. Yield is good, but nothing terrific.

BUY

Likes the chip industry for the long-term. Expanding into China. The stock is not inexpensive but a good long-term holding.

Showing 196 to 210 of 220 entries

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Taiwan Semiconductor MFG. (TSM)