NYSE:TSM

Taiwan Semiconductor MFG. (TSM-N)

302.40
+10.21 (3.49%)
as of Oct 6, 2025, 8:00:00 pm Market Open.
386 watching
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This summary was created by AI, based on 41 opinions in the last 12 months.

Taiwan Semiconductor Manufacturing Co. (TSMC) is widely recognized as a leader in the semiconductor foundry space, holding a significant market share of approximately 51-52%. Experts note that while TSMC has benefited from the ongoing boom in AI and its productive collaborations with major clients like Nvidia, recent quarters have shown mixed performance relative to Nvidia's own growth. However, many analysts view TSMC as a stable and essential player due to its diversified customer base and innovative edge in chip manufacturing, particularly with advanced nodes. The company's expansion into the U.S. market, although costly, is seen as a strategic move for long-term growth. Overall, a consensus emerges around the belief that TSMC will continue to hold its leadership position despite cyclical nature and geopolitical risks, making it a core holding in growth-focused portfolios.

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Consensus
Bullish
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Valuation
Fair Value

Most recent Opinions go here

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HOLD

Think of this name as the unsung hero of the AI conversation. NVDA gets the credit, but TSM does the hard work of making these chips at the atomic layer. The very last AI stock he'd sell. It's also the cheapest, with the most latent pricing power. Will benefit from deepening of semiconductor technology in our day-to-day lives, including in AI data centres.

Not a screaming bargain at these levels. A hold, but still decent returns ahead.

HOLD

Even though it has geo-political vulnerability he doesn't think geo-political issues will be an issue over the next one to three years. Although they are a dominant player, whether they continue making chips for the US with its on-shoring push remains to be seen. There is no real incentive for foreign companies to build their businesses in the US.

WATCH

Ranks well in its space, but it's a wait-and-see. Controls about 35-38% of the foundry business. He's watching it. His associate, Julien Nono-Womdin, spoke extensively about this name on this past Monday's Market Call. 

BUY

It has had competition over the decade but has had a strong presence and leading edge. It is in an enviable position. Tariffs on semi-conductors would slow the US economy and US markets. It has no reason to turn negative.

HOLD

Price target is $275, not that far away. Instead of price targets, he's recently started to use mental (not hardwired in) trailing stops for the mega-caps. His mental stop for this one is $230; if it goes below that, something pretty dramatic must be happening.

DON'T BUY

Is bearish the semis sector and has been reducing his exposure. The Trump tariffs are a serious risk. Him trying to move semis production into the US won't work at all in the long run.  Also, data centre spending has peaked and will slow. Valuations are high. That said, TSX is the number one semis manufacturer and remain a major player here. Also, the geopolitical risks to Taiwan are not good.

TOP PICK

Is the most important company in the world. It has a 70% market share in making chips for others (but not designing its own chips). They work with Nvidia, Apple and al the big players. Anything is possible, including China invading Taiwan, but China buys 11% of its chips from TSM. The US will do all it can to protext TSM. Earnings are growing at an incredible rate, yet is safer than Nividia. Trades at only 20x PE with a good balance sheet and margins. 

(Analysts’ price target is $274.74)
WAIT

It is one of the largest players in the semi-conductor space. You can think of it as the engine for the AI smartphone. It is fundamentally very strong and analysts still see 15% upside. It is trying to consolidate so wait for an entry point. You could take profits if owned.

TOP PICK

New addition to his firm's dividend growers mandate. Payout ratio about 35%. Expects earnings and dividends to grow 20% over coming 3 years. Trades at only 17.5x PE. Great combination of value and growth.

Industry leader by far. Sustainable competitive advantage. Clear technological leadership. Outstanding manufacturing capabilities. Scale advantages to decrease unit cost and increase margins. Crucial partnerships with some of world's biggest companies. Secular winner from demand for high-performance chips. Yield is 1.43%.

(Analysts’ price target is $274.74)
WAIT

You can see the difficulty with taking news bites, such as on tariffs, and trying to formulate an investment opinion. They can change so quickly. 

On his shortlist. One of the biggest chip companies in the world. 21-22% growth rate forecast, but the price is overbought. Wants to see it come down a bit, to low $200s if it can. Also likes how it's more global and less US-centric.

HOLD

Likes its economic moat and insulation from cyclicality in the industry.

HOLD

His preference in the space. Leading manufacturer, so over time everything flows through them. Essential company in global economy. Because of the threat of Chinese takeover, will always trade at reasonable valuation. Now ~15x PE. Diversifying manufacturing footprint across mature markets in US and Europe.

PAST TOP PICK
(A Top Pick May 07/24, Up 42%)

Great example of a direct AI beneficiary. World's leading foundry business -- they make all the chips for everyone. Completely dominant via size, scale, and expertise. Though spending billions on building fabs, it extends competitive advantage because no one can compete.

One of the few stocks you can still get at inexpensive valuations, due to Taiwan invasion risk. Concern is not going away, but it's not near term. Smart to offer Trump additional investment, but to be vague on the timeline. Strong demand for US production, but it will come at higher costs of production.

WEAK BUY

Takes about 10 years to build a foundry, and you need access to water. So there goes Texas, Arizona, etc. In Japan, a foundry was rejected because they didn't want to divert water that's needed to grow food. Overhang of geopolitical risk of China invading Taiwan. Only 10% of foundries are in the US.

Great products. Leader. Alternative in Europe is ASML, which he owns. He wouldn't own both. No problems with TSM, but you have to understand geopolitical and cost risks.

BUY

Offers you what INTC can, but without the risk.

Showing 1 to 15 of 191 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 5 out of 5

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Bullish - Buy Signals / Votes : 18

Neutral - Hold Signals / Votes : 5

Bearish - Sell Signals / Votes : 3

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. 18 analysts recommended to BUY the stock. 3 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 2025-10-06, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $302.4.