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This summary was created by AI, based on 42 opinions in the last 12 months.

Taiwan Semiconductor Manufacturing Company (TSM) remains the undisputed leader in the semiconductor foundry space, holding a significant market share and benefitting from the increased demand for AI-related chips. Experts emphasize its strong position, as it supplies major players like NVIDIA, further solidifying its growth potential. The company is expanding its operations in the U.S., albeit at higher costs, which showcases its commitment to geographic diversification. However, there are concerns regarding the cyclical nature of the semiconductor industry and geopolitical tensions, particularly in relation to Taiwan and China. Despite these uncertainties, the overall sentiment indicates a long-term bullish outlook for TSM, with expectations of substantial earnings growth over the next few years.

Consensus
Bullish
Valuation
Fair Value
BUY

Undisputed leader in leading-edge foundries, and it's been that way for several years. Has anything changed? Now branching out to the US, which gives geographic diversification. This may be costly, but it has pricing power. 

Another reason it's done well is because competitors have done poorly. But INTC is getting its act together, and Samsung will at some point. Down the road (and it may be a long road), there will be some additional competition. But TSM will still be the leader. A staple in most growth portfolios.

BUY

Core holding in his global portfolio. Eaten INTC's lunch. Believes there's at least double-digit (10%) annualized upside over the next 5 years. Earnings will jump significantly this year with Arizona plant coming on stream. Growth over the next 2-3 years will be in the 15-20% annualized range.

Companies like NVDA must use TWM.

BUY
Just announced a build-out in the U.S.

Didn't they say a few years ago they would build a plant in the U.S., but permitting, labour and other factors would make it costs 6x more. Trump is kidding himself that the most strategic Taiwanese company will move their IP of strategic importance to the US. Think about it. A great company and major beneficiary of AI. ETFs drive the valuation. 

DON'T BUY

Checks all the boxes for his firm: big insider ownership, beautiful balance sheet, high FCF, high ROIC, decent valuation, gigantic moat. No one can do what it does. Overhang: what if someday China invades Taiwan? It would be bad not only for TSM, but also every AI-type company. Guiding for 20% compound growth over next 5 years.

His firm has always stayed away from semis, as they're very cyclical and easily disrupted (though this name seems more insulated). Capital intensive. He's on the fence, but feels overall that the better way to play AI is to own the Mag 7.

BUY

Shares will bounce and news will be good this week.

TOP PICK

Undisputed leader of semiconductor foundries. 51-52% market share, which it will maintain due to its huge economies of scale that competitors can't match. Very deep pockets. A bit cyclical. Yield is 1.4%.

(Analysts’ price target is $247.22)
BUY

He remains bullish. Whatever semi chips are needed, TSM continues to make them. They are the leader here. It remains reasonably valued.

COMMENT

A strategic, long-term holding. In advanced chips, everything has to flow through TSM. 

BUY

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.

BUY

All the Mag 7 capex spending announcements are great for TSM.

PARTIAL SELL

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.

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TOP PICK

Taiwan 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.

WEAK BUY

Best of breed. A very good foundry. If you buy it, don't sell it, though you can trim it. Problem is, this has had a huge run. He last bought this a while ago at $15. If you're not bothered from the high PE, you can buy this. Has AI exposure.

BUY

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.

Unspecified

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.

Showing 1 to 15 of 172 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 22

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 26

Stockchase rating for Taiwan Semiconductor MFG. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Taiwan Semiconductor MFG.(TSM-N) Frequently Asked Questions

What is Taiwan Semiconductor MFG. stock symbol?

Taiwan Semiconductor MFG. is a American stock, trading under the symbol TSM-N on the New York Stock Exchange (TSM). It is usually referred to as NYSE:TSM or TSM-N

Is Taiwan Semiconductor MFG. a buy or a sell?

In the last year, 26 stock analysts published opinions about TSM-N. 22 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Taiwan Semiconductor MFG..

Is Taiwan Semiconductor MFG. a good investment or a top pick?

Taiwan Semiconductor MFG. was recommended as a Top Pick by on . Read the latest stock experts ratings for Taiwan Semiconductor MFG..

Why is Taiwan Semiconductor MFG. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Taiwan Semiconductor MFG. worth watching?

26 stock analysts on Stockchase covered Taiwan Semiconductor MFG. In the last year. It is a trending stock that is worth watching.

What is Taiwan Semiconductor MFG. stock price?

On 2025-04-01, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $168.64.