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)
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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)
electrical / electronic
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)
electrical / electronic
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)
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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
electrical / electronic
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.
electrical / electronic
Showing 1 to 15 of 100 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 18

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 23

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, 23 stock analysts published opinions about TSM-N. 18 analysts recommended to BUY the stock. 4 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?

23 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 2023-01-30, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $93.13.