Trending stocks today
Taiwan Semiconductor MFG. (TSM-N)
NYSE:TSM
189.53
1.17
(0.62%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
Related posts
Taiwan Semis sparks rallyBuying pullbacks: DOL, UNH, LindeMixed Bag of 3 Defensive StocksThis summary was created by AI, based on 38 opinions in the last 12 months.
Taiwan Semiconductor MFG. (TSM-N) is a leading semiconductor company with a massive investment in the U.S. The company manufactures and sells integrated circuits and semiconductor devices globally, with a focus on AI chips, mobile devices, high-performance computing, automotive electronics, and internet of things markets. While some experts see the stock as overbought, others believe it is well-positioned for growth and has a strong performance outlook. The company's exposure to geopolitical risks, particularly related to Taiwan and China, is a concern for some investors. Overall, TSM has delivered solid financial results and is considered a core holding and potentially undervalued within the semiconductor industry.
One of the best semi stocks, are well-positioned for growth. Likes it, but is overbought now. Buy dips. The street target $230. Support from the 200-day moving average is $160.
It is just going on his watch list since he likes the chart. It did consolidate, then broke out. Could pull back
They directly benefit from Nvidia's momentum. Shares have doubled in the past year, and strong performance will continue. At 23-26x forward PE, this translates into doubled revenues and earnings. Not as impressive as Nvidia, but more sustainable.
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. Social media mentions are up 179% in the past 24h.
$209.520
Unknown
Massive growth of all chipmakers. Remember that semis are cyclical; ASML, for example, went down 20% yesterday. Hot stocks always have potential to re-rate. His preference, but valuation is not attractive right now.
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. Social media mentions are up 2100% in the past 24h.
$186.350
Unknown
It's moved up, but he still sees upside due to their predictable earnings.
A large holding for him. TSI is cheap among the semis and there could be a deal with they building a semis plant in the Middle East, in partnership with Samsung. Nvidia always needs chips from TSM, another plus.
Undisputed market leader in foundries, market share of 51%. Huge backlog. Chart shows that it's a bit of a trading stock, but then when it breaks out you can build up a position. When trading, doesn't mean that you have to get out, but allows you to trim.
Delivers on execution, but amazing how such a massive company is still innovative. Cornered the market on the 2-nanometer chip. Fantastically managed.
They benefit from Nvidia's capex spending. Nvidia receives orders from the hyperscalers and so orders more from Taiwan Semi, which is safer and much cheaper than NVDA. That's why it's larger position for him than NVDA.
Like the other semis, TSM is now seeing profit-taking. It's best of breed in semis and is well-positioned going forward. Samsung is another choice, which he thinks has better growth.
Expectation that generative AI spending, by way of building out data centres, is going to be very robust through 2030. This is a way to play, 100%. Stock's done well, has pulled back with the others. Well positioned going forward.
Rhetoric going into the election about Taiwan and China, so could be more weakness.
Very expensive to build large, advanced fabs. We're talking $5-10B a pop. Now building fabs in Arizona. It's lead would be very hard to catch.
Taiwan Semiconductor Manufacturing Company Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. Social media mentions are up 95% in the past 24h.
$169.200
Unknown
Taiwan Semiconductor MFG.(TSM-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 21
Neutral - Hold Signals / Votes : 4
Bearish - Sell Signals / Votes : 2
Total Signals / Votes : 27
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, 27 stock analysts published opinions about TSM-N. 21 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?
27 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 2024-11-21, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $189.53.
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.