NYSE:TSM
Taiwan Semiconductor MFG. (TSM)
Financials 
Technical Analysis 
Aug 4, 2026, 12:00 amThis 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.
The leader. He took some profits. Though there are plants in the US, it's not going to move leading-edge production offshore from Taiwan. Recommends reading Chip War by Chris Miller.
Martin Cobb, ASIP;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentTaiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan. Social media mentions are up 61% in the past 24h.
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.
Lorne SteinbergHe 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
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.
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A key beneficiary of AI capex and is the world's biggest chipmaker with dominant marketshare. Few can match their tech expertise, and their valuation remains reasonable.