NYSE:TSM
Taiwan Semiconductor MFG. (TSM)
Financials 
Technical Analysis 
Jun 5, 2026, 12:00 amThis summary was created by AI, based on 40 opinions in the last 12 months.
Taiwan Semiconductor Manufacturing Company (TSM) is widely regarded as a leading figure in the semiconductor industry, controlling a dominant share of the market, particularly in advanced chip manufacturing crucial for AI technologies. Analysts highlight its impressive financial performance, including substantial revenue growth and high margins, with a strong backlog of orders indicating robust demand. Despite the positive outlook, some experts express concerns over the current valuation, suggesting that it may be somewhat overextended, especially given the geopolitical risks associated with its operations in Taiwan. However, the consensus is that TSM is an essential player for future innovations, and its pivotal role in the AI sector ensures a promising growth trajectory. Many analysts recommend holding or selectively buying the stock, given specific market conditions and earnings reports.
He owns it but is cautious and might sell one day. They have a massive $65 billion investment in the U.S. which should take effect next year. Investors are concentrating on AI where NVIDIA is the leader. He is cautious on massive capital expenditures since they could reap the benefits now, but what happens if there is slowdown especially since it is in a cyclical sector. He doesn't expect 10 to 20% growth.
Lorne Steinberg
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Premium contentTaiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. Social media mentions are up 179% in the past 24h.
Premium contentTaiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. Social media mentions are up 2100% in the past 24h.
Undisputed market leader in foundries, market share of 51%. Huge backlog. Chart shows that it's a bit of a trading stock, but then when it breaks out you can build up a position. When trading, doesn't mean that you have to get out, but allows you to trim.
Delivers on execution, but amazing how such a massive company is still innovative. Cornered the market on the 2-nanometer chip. Fantastically managed.
Expectation that generative AI spending, by way of building out data centres, is going to be very robust through 2030. This is a way to play, 100%. Stock's done well, has pulled back with the others. Well positioned going forward.
Rhetoric going into the election about Taiwan and China, so could be more weakness.
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In semis, his pick is TSM, which make the chips for the major players. Semis are a cyclical industry, but TSM is completing plants in the US, so revenues should soar in 2025-6.