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

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Taiwan Semiconductor MFG. (TSM)

419.48

-0.91 (0.22%)

as of Jul 15, 2026, 8:00:00 pm Market Open.

407 watching

Investor Insights

Jul 15, 2026, 12:00 am

This summary was created by AI, based on 41 opinions in the last 12 months.

Taiwan Semiconductor Manufacturing Co. (TSM) is widely regarded as a crucial player in the semiconductor industry and central to the AI revolution. The company's dominance in advanced chip production, holding 70% market share, along with its partnerships with major customers like NVIDIA and Apple, positions it as a leading force in the sector. Despite geopolitical concerns regarding Taiwan, analysts express confidence in TSM's long-term growth potential, with many forecasting earnings growth in the high double digits. However, valuations appear mixed, with some experts suggesting it is overvalued given its current price-to-earnings ratio. Nevertheless, the company's robust demand, significant backlog, and technological leadership point to its resilience and ongoing importance in shaping the future of technology.

Consensus

Buy

Valuation

Fair Value

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COMMENT

Has done very well. They don’t design semiconductors. They make semiconductors for other companies. As semiconductors become more and more complex, there are fewer and fewer companies able to do it. Probably getting a little expensive.

TOP PICK

There is a secular growth in the industry and this one is fairly uniquely positioned. They are a manufacturer for many of the designers of these products. Also, a number of fabricators are outsourcing their fabrications to them. Very good market share. Good dividend yield and thinks it will grow 3.5%-3.6%.

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.

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Taiwan Semiconductor MFG. (TSM)