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

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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

BUY

TSM vs. NVDA

TSM makes the chips, whereas NVDA designs them. Semiconductors have become very political between China and the US.

TSM is going to have large capex over the next little while, as they build new plants. A great business over the last several years. Issues are more political. Incredibly well run. Largest foundry in the world.

NVDA has been in the sweet spot of semis. Has done very well, especially AI products. In high demand, leading edge. Earnings come out soon. Run up a lot. Wait for a pullback.

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BUY

A better way to play the EV trade than traditional car companies. Better business economics, benefits from the same trend, better free cashflow, total return will be significantly higher.

BUY ON WEAKNESS

A very good semis company that operates in a democracy that we need to we need to defend. Has pulled back lately to attractive levels.

DON'T BUY

Are political risks with China, so he avoids it. Warren Buffett was briefly in this name.

BUY ON WEAKNESS

Best of breed and leading-edge tech. Popular opinion believes that cutting-edge technology will move to the US, but that won't happen.If you can get around the politics, this will do well. But the semis sector is overbought.

COMMENT

Like sit a lot, but prefers other American companies because they have more intellectual firepower.

HOLD

Good company. Main risk is geopolitical with escalating tensions between China-Taiwan. Building facilities in the US helps mitigate this risk. Best foundry in the world. Absent something crazy happening, you can hold for a long time.

DON'T BUY

It is dominant in the sector, will continue to grow, and is not expensive at 14X earnings. There is however a geo-political risk so investors should look elsewhere.

BUY

Reasonable valuation, better diversified than NVDA. 4% FCF yield, trading at 17x earnings.

TOP PICK

The king of semis manufacturing--TSM makes the most chips globally as well as at the most advanced. The only risk is Taiwan itself. (Analysts’ price target is $100.11)

BUY

A terrific company that knows what it's doing and the stock is cheap. His only concern is the Chinese government which could overtake Taiwan.

BUY

Price has come down a lot this year. You're not making as bold a bet on whose technology is better, so it's the safer bet.

PAST TOP PICK

(A Top Pick Apr 20/21, Down 27%) Still massive trends in the business. Best tech and best innovation, but geopolitical risk too high so he exited. Other opportunities in the space without that overhang. You'll do fine if you have patience and a long horizon. Valuation at 10-year low.

TOP PICK

Very strong business that is largest semi-conductor supplier in the world. Building largest plant in the world in Arizona, USA. Shortage in chips creating good business opportunity. Expecting 20% revenue growth going forward. Semi-conductor demand is not going away.

BUY

Emerged a leading semi-conductor business in the world. Supplies companies like Google, Facebook and Amazon. Recent stock selloff creating good opportunity for investors. Believes technology business will be strong in the long term. Good time to buy for investors. Political risk (China) worth accepting.

Showing 121 to 135 of 229 entries

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Taiwan Semiconductor MFG. (TSM)