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

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Taiwan Semiconductor MFG. (TSM)

419.48

-0.91 (0.22%)

as of Jul 15, 2026, 8:00:00 pm Market Open.

407 watching

Investor Insights

Jul 15, 2026, 12:00 am

This summary was created by AI, based on 41 opinions in the last 12 months.

Taiwan Semiconductor Manufacturing Co. (TSM) is widely regarded as a crucial player in the semiconductor industry and central to the AI revolution. The company's dominance in advanced chip production, holding 70% market share, along with its partnerships with major customers like NVIDIA and Apple, positions it as a leading force in the sector. Despite geopolitical concerns regarding Taiwan, analysts express confidence in TSM's long-term growth potential, with many forecasting earnings growth in the high double digits. However, valuations appear mixed, with some experts suggesting it is overvalued given its current price-to-earnings ratio. Nevertheless, the company's robust demand, significant backlog, and technological leadership point to its resilience and ongoing importance in shaping the future of technology.

Consensus

Buy

Valuation

Fair Value

Similar

AVGO

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.

PAST TOP PICK

(A Top Pick Oct 20/21, Down 42%) Fantastic numbers reported this morning. 51% market share in foundries. AAPL is biggest client. TSM beat on top and bottom numbers, so this bodes well for AAPL too.

TOP PICK

The demand for chips should continue growing well since there are many uses including automobiles, cloud computing, EV's, internet of things, AI, etc. It has proprietary knowledge in the design of 3 to 5 manometer semiconductor chips. Has a sustainable ROE of 22%. Buy 12, Hold 2, Sell 0 (Analysts’ price target is $126.73)

PAST TOP PICK

(A Top Pick Oct 20/21, Down 30%) Reduction in value easily managed by his hedges. He maintains a 2.5% position. You always want to own the leaders, and this one's the undisputed foundry leader. (Analysts’ price target is $107.00)

BUY

Biggest foundry, 51% market share. Great job. New contract from QCOM. Order book is long and robust. Geopolitical concern. (Analysts’ price target is $126.60)

PAST TOP PICK

(A Top Pick Aug 09/21, Down 25%) Believes company is still great. Has large number of major customers including Apple. Company will be key beneficiary of increase in computing adoption. Geopolitical risk not worth investment in company. Has sold shares. Finding value in other companies in the sector.

PARTIAL SELL

Semis are a cyclical business, so share prices swing a lot. TSM is seeing softness in smartphones and PC's post-pandemic. There's been a semi shortage the past year, but eventually demand will be met. TSM has strength in other segments, but the global economy remains uncertain and can weaken. Semis are not long-term holds. You can play the cycle. Can't predict what TSM will do over the next 6 months. Take your losses and invest in tech that has smoother growth.

BUY

Top investing idea. Patricia: Core holding of hers. Moving from outsourcing to design. EVs are a strong area. Only ones that produce the nanometer chips. Long-term compounder. Efficient business model.

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Taiwan Semiconductor MFG. (TSM)