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

Taiwan Semiconductor MFG. (TSM)

424.37

+5.86 (1.40%)

as of Oct 26, 2026, 8:00:00 pm Market Closed.

413 watching

BUY ON WEAKNESS

Manufacturing outsourcing company and makes semiconductor chips. Has a technology lead, so every time there is a new generation, those chips come from this company. Newest generation of chips tend to have the fattest margins. Very good balance sheet. Good dividend. Thinks it is a little overdone right now and would prefer it at $16.

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.

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Taiwan Semiconductor MFG. (TSM)