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

Home

Daily Stock Opinions and Ratings

Taiwan Semiconductor MFG. (TSM)

410.12

-8.83 (2.11%)

as of Aug 24, 2026, 8:00:00 pm Market Open.

411 watching

Investor Insights

Aug 24, 2026, 12:00 am

This summary was created by AI, based on 46 opinions in the last 12 months.

Taiwan Semiconductor Manufacturing Company (TSM) stands as a dominant player in the semiconductor industry, contributing significantly to AI advancements with its advanced chip production. Despite its strong market position, there are mixed sentiments about its current valuation and future growth potential; many experts express caution due to high current valuations in light of geopolitical tensions and cyclical industry behaviors. Demand for TSM's chips remains robust, driven largely by AI applications and major clients like NVIDIA and Apple. Analysts highlight that the company's operational efficiency and market share (around 70%) provide a solid foundation for continued revenue growth, yet caution against entering at what is perceived as elevated price levels. The general outlook is one of watching for a pullback before making new investments, as TSM's strategic positioning could yield favorable long-term returns.

Consensus

Hold

Valuation

Overvalued

Similar

NVDA

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.

Wealthica Track your Stocks in your Watch List

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.

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.

Showing 211 to 225 of 229 entries

Most Recent Experts

Rick Rule

Rule Investment Media

Jim Cramer - Mad Money

CNBC

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Taiwan Semiconductor MFG. (TSM)