NYSE:TSM

Taiwan Semiconductor MFG. (TSM)

419.48
-0.91 (0.22%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
407 watching
0
Investor Insights
star iconJul 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.

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Consensus
Buy
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Valuation
Fair Value
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AVGO
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.
WEAK BUY
Very good company, but can't predict what China might do re: manufacturing semi conductors.
WATCH
A great company. They're probablt at a point where they are going to spend money on new equipment.
DON'T BUY
Will take time to recover. Will eventually be a good long term stock.
DON'T BUY
Good long term. Good price. Will be a while.
BUY
One of the better semi-conductor names. Also Likes Intel.
DON'T BUY
Good company and has done well, but a very expensive stock right now.
PAST TOP PICK
(Was a top pick on Dec 12 no change) Still likes. A good long term hold.
PAST TOP PICK
(Was a top pick on Dec 12 down 12%) Still likes.
TOP PICK
The largest semi conductor manufacturer.
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