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

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Taiwan Semiconductor MFG. (TSM)

417.17

+11.06 (2.72%)

as of Aug 4, 2026, 8:00:00 pm Market Open.

409 watching

Investor Insights

Aug 4, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Taiwan Semiconductor Manufacturing Co. (TSM) is recognized as a dominant player within the semiconductor industry, garnering significant market attention due to its unparalleled production capabilities and its crucial role in the AI revolution. The company enjoys a substantial market share, accounting for approximately 70% of the global chip market, primarily catering to major clients like Nvidia and Apple. Despite some geopolitical concerns surrounding Taiwan's relationship with China, many analysts point to TSM's robust growth, citing impressive revenue figures and a strong backlog of demand. Some experts suggest that now might be a good time to buy on dips or trim holdings, indicating mixed sentiments on valuation given its high PE ratio compared to growth prospects. Overall, TSM is viewed as a key component within diversified portfolios, with analysts generally optimistic about its future prospects.

Consensus

Buy

Valuation

Overvalued

Similar

AVGO

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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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.

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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Taiwan Semiconductor MFG. (TSM)