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

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Samsung,SSNLF

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.

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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.

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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.

BUY

About 60% order growth this year and that should continue. A diverse customer base.

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Taiwan Semiconductor MFG. (TSM)