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

Home

Daily Stock Opinions and Ratings

Taiwan Semiconductor MFG. (TSM)

415.17

-29.75 (6.69%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

410 watching

Investor Insights

Jun 5, 2026, 12:00 am

This 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.

Consensus

Buy

Valuation

Overvalued

Similar

Samsung,SSNLF

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.

PAST TOP PICK

(A Top Pick Jun 28/21, Down 25%) They are the biggest manufacturer of semis in a time of a major semi shortage. TSM is the cutting edge. Their new foundry in the US will open in 2024, so he expects a 20% bump in revenues and serious earnings growth for the next several years. Now, is a phenomenal time to enter this. TSM is a core holding for him. They benefit from increasing use of semis in autos

PARTIAL SELL

Sell? TSM is a leader at at time of chip shortages. She doesn't invest in semis, because it's very cyclical. Now is a pullback in technology, so the path forward is upward. You can take profits. Maybe buy a large tech stock that is less cyclical during the current tech weakness.

BUY

Given the Ukraine war and Russia-China's relationship He owns this for the long term. TSM is the leader in the semiconductor foundry side, which do the manufacturing of the chips. Hard for other companies to break in. He doesn't expect China to invade Taiwan. $151 is his price target. This has potential over 3-5 years.

Showing 121 to 135 of 219 entries

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Most Recent Experts

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Joe Terranova

Virtus Investment Partners

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].

Taiwan Semiconductor MFG. (TSM)