Taiwan Semiconductor MFG.

TSM-N

NYSE:TSM

115.48
3.36 (2.83%)
Taiwan Semiconductor Manufacturing Company, Limited, also known as Taiwan Semiconductor, is the world's largest dedicated independent semiconductor foundry, with its headquarters and main operations ...
More at Wikipedia

Analysis and Opinions about TSM-N

Signal
Opinion
Expert
BUY
BUY
April 7, 2021
With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.
Show full opinionHide full opinion
With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.
Stan Wong
Price
$120.630
Owned
Unknown
BUY
BUY
April 5, 2021
Semis are the hottest business in the world, given the chip shortage that he expects to continue. TSM has a lot of orders.
Show full opinionHide full opinion
Semis are the hottest business in the world, given the chip shortage that he expects to continue. TSM has a lot of orders.
Jim Cramer - Mad Money
Price
$124.500
Owned
Unknown
BUY
BUY
April 1, 2021
Fantastic business. Semis are needed in every single device. TSM has all the right products and relationships. His only concern with semis is with companies that rely on others for their business. Homerun returns. Big tailwind of demand.
Show full opinionHide full opinion
Fantastic business. Semis are needed in every single device. TSM has all the right products and relationships. His only concern with semis is with companies that rely on others for their business. Homerun returns. Big tailwind of demand.
Barry Schwartz
Price
$123.870
Owned
Unknown
SELL
SELL
March 3, 2021

World class operation. He sold based on extreme valuation. When something moves 35% in one year, you have to ask yourself if you should be there. On the positive side, there is a chip shortage. Samsung has a better suite of products given the current environment, with a far more accessible valuation.

Show full opinionHide full opinion

World class operation. He sold based on extreme valuation. When something moves 35% in one year, you have to ask yourself if you should be there. On the positive side, there is a chip shortage. Samsung has a better suite of products given the current environment, with a far more accessible valuation.

Darren Sissons
Price
$124.800
Owned
No
PAST TOP PICK
PAST TOP PICK
February 24, 2021
(A Top Pick Feb 14/20, Up 128%) Kings of the foundries in the semiconductor ecosystem. Market share of 50.5%. Position is being solidified. Big capex spend. Need to have it in your tech portfolio.
Show full opinionHide full opinion
(A Top Pick Feb 14/20, Up 128%) Kings of the foundries in the semiconductor ecosystem. Market share of 50.5%. Position is being solidified. Big capex spend. Need to have it in your tech portfolio.
Kim Bolton
Price
$131.410
Owned
Yes
DON'T BUY
DON'T BUY
January 26, 2021
Semis have done very well. Their 20-year free cash flow shows that the stock is cyclical. Now, we're at a high. The time to buy semis would have been 2010-2011 when free cash flow dipped to lows and investors were worried about this industry. That said, one semi that is in the dumps and is very cheap is Intel. Though Intel is struggling now, he would buy this for these reasons.
Show full opinionHide full opinion
Semis have done very well. Their 20-year free cash flow shows that the stock is cyclical. Now, we're at a high. The time to buy semis would have been 2010-2011 when free cash flow dipped to lows and investors were worried about this industry. That said, one semi that is in the dumps and is very cheap is Intel. Though Intel is struggling now, he would buy this for these reasons.
Jason Del Vicario
Price
$126.855
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 15, 2021

It is very expensive, but guidance has been an increase of 5% in revenues. The company continues to leap frog ahead. However, it is quite expensive and the demand is overbought. It is however driven by China. Has owned it before, but no longer does. Would wait for a better entry point. Holds Samsung instead.

Show full opinionHide full opinion

It is very expensive, but guidance has been an increase of 5% in revenues. The company continues to leap frog ahead. However, it is quite expensive and the demand is overbought. It is however driven by China. Has owned it before, but no longer does. Would wait for a better entry point. Holds Samsung instead.

Darren Sissons
Price
$125.230
Owned
No
BUY
BUY
January 15, 2021
An essential 5G play The most important semi company in the world. They outsource the production of the chip industry. Volume is incredible. They just boosted their capex budget by 50%. They're making a killing from 5G. Stock is up 114% in the past year.
Show full opinionHide full opinion
An essential 5G play The most important semi company in the world. They outsource the production of the chip industry. Volume is incredible. They just boosted their capex budget by 50%. They're making a killing from 5G. Stock is up 114% in the past year.
Jim Cramer - Mad Money
Price
$125.230
Owned
Unknown
TOP PICK
TOP PICK
January 14, 2021
Its 50% market share is cemented and expanding. Favoured supplier to the free world of leading edge semiconductors. Spending aggressively for manufacturing in US. Quality and performance are best in class. Yield is 1.69%. (Analysts’ price target is $642.87)
Show full opinionHide full opinion
Its 50% market share is cemented and expanding. Favoured supplier to the free world of leading edge semiconductors. Spending aggressively for manufacturing in US. Quality and performance are best in class. Yield is 1.69%. (Analysts’ price target is $642.87)
David Fingold
Price
$130.140
Owned
Yes
COMMENT
COMMENT
January 8, 2021
The most important semi stock we don't hear from. They report Thursday. If they say that they are doing well, it could move the entire semi group.
Show full opinionHide full opinion
The most important semi stock we don't hear from. They report Thursday. If they say that they are doing well, it could move the entire semi group.
Jim Cramer - Mad Money
Price
$118.690
Owned
Unknown
HOLD
HOLD
December 30, 2020

Likes it a lot. Hard to start a position now, as it's done so well. Long-term, you can continue to own it. Its edge comes from its technological expertise, with smaller nodes. Intel's loss has been TSM's gain.

Show full opinionHide full opinion

Likes it a lot. Hard to start a position now, as it's done so well. Long-term, you can continue to own it. Its edge comes from its technological expertise, with smaller nodes. Intel's loss has been TSM's gain.

Shane Obata
Price
$109.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 8, 2020
(A Top Pick Jul 28/20, Up 37.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSM has achieved a move to $106. We are going to be disciplined and recommend taking 50% of the position off and to put in a trailing stop at $86 -- about $10 above our first recommended entry level. This would all but guarantee a minimum return of 25%.
Show full opinionHide full opinion
(A Top Pick Jul 28/20, Up 37.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSM has achieved a move to $106. We are going to be disciplined and recommend taking 50% of the position off and to put in a trailing stop at $86 -- about $10 above our first recommended entry level. This would all but guarantee a minimum return of 25%.
Stockchase Research
Price
$105.995
Owned
_N/A
TOP PICK
TOP PICK
July 28, 2020

Stockchase Research Editor: Michael O'Reilly With the demand for semi-conductors on a tear with the growth in cloud based services and the move towards 5G, TSM is a Top Pick. We like that it is now the world's largest semi-conductor manufacturer with a market share of 54%. Intel has struggled with rolling out new technology and TSM has been there to pick up the slack -- even taking on some of Intel's outsourcing. The company's customers include the likes of Nvidia, Apple, AMD and Qualcomm. In the latest earnings report, EPS expanded by over 80% and sales grew by 36%. We also like the dividend. Yield 3.71%

Show full opinionHide full opinion

Stockchase Research Editor: Michael O'Reilly With the demand for semi-conductors on a tear with the growth in cloud based services and the move towards 5G, TSM is a Top Pick. We like that it is now the world's largest semi-conductor manufacturer with a market share of 54%. Intel has struggled with rolling out new technology and TSM has been there to pick up the slack -- even taking on some of Intel's outsourcing. The company's customers include the likes of Nvidia, Apple, AMD and Qualcomm. In the latest earnings report, EPS expanded by over 80% and sales grew by 36%. We also like the dividend. Yield 3.71%

Stockchase Research
Price
$76.920
Owned
Unknown
BUY
BUY
July 27, 2020
Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.
Show full opinionHide full opinion
Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.
David Burrows
Price
$82.480
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
June 18, 2020
The industry is highly cyclical but due to the money pumped into the economy by central banks, we have seen less cyclicality in this industry than in the past. This is the best game in town. However valuation is a challenge.
Show full opinionHide full opinion
The industry is highly cyclical but due to the money pumped into the economy by central banks, we have seen less cyclicality in this industry than in the past. This is the best game in town. However valuation is a challenge.
Darren Sissons
Price
$56.150
Owned
Unknown
Showing 1 to 15 of 55 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 9

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 12

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, 12 stock analysts published opinions about TSM-N. 9 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. 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 Stan Wong on 2021-04-07. 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?

12 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 2021-04-19, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $115.48.