TSM-N
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%
He finally bought into this after taking profit on another holding. They are the market leading in semi-conductor boundaries. They have a 50.5% market share. They have maintained that leadership through advanced processing and scalability and that is why Apple and AMD use them. His price target is $79. Yield 2.85% (Analysts’ price target is $59.37)
He finally bought into this after taking profit on another holding. They are the market leading in semi-conductor boundaries. They have a 50.5% market share. They have maintained that leadership through advanced processing and scalability and that is why Apple and AMD use them. His price target is $79. Yield 2.85% (Analysts’ price target is $59.37)
It's been hurt recently. It's one of the leading assemblers of smart phones, particularly iPhones. Taiwanese stocks are affected by the downtown in the Chinese stock market, down 17-20% year to date.
It's been hurt recently. It's one of the leading assemblers of smart phones, particularly iPhones. Taiwanese stocks are affected by the downtown in the Chinese stock market, down 17-20% year to date.
TSM is on the leading edge of the semiconductor industry. They use some of the most sophisticated equipment and can offer customers excellent products. There is some concern because the visionary CEO has retired and it too soon to tell whether new management will be as visionary. Also there is concern that the tech space has run too far and may be due for a pullback.
TSM is on the leading edge of the semiconductor industry. They use some of the most sophisticated equipment and can offer customers excellent products. There is some concern because the visionary CEO has retired and it too soon to tell whether new management will be as visionary. Also there is concern that the tech space has run too far and may be due for a pullback.
A pretty cash rich company and doesn’t think they will be impacted by changes in interest rates. An extremely well-run company. Tends to be focused more on the software side than the hardware side, which is a less capital intensive industry. A reasonably priced company and a more appropriate investment if you are value oriented.
A pretty cash rich company and doesn’t think they will be impacted by changes in interest rates. An extremely well-run company. Tends to be focused more on the software side than the hardware side, which is a less capital intensive industry. A reasonably priced company and a more appropriate investment if you are value oriented.
A manufacturer of semiconductors for other companies, specifically Qualcomm (QCOM-Q). Growth in recent years has really been driven by the increasing ubiquity of the smart phones and tablet devices. They are anticipating customers’ orders for smaller and smaller semiconductors that will be more powerful. Just won the contract for the 64-bit phone from the presumed iPhone 6 that will be coming out this fall. Near-term, there should be some margin concerns because it is such a CapX intensive business. They have to spend that CapX in the 1st 6 months to be able to enjoy the benefits of the sales in the back of the year. Views this is a core holding in technology.
A manufacturer of semiconductors for other companies, specifically Qualcomm (QCOM-Q). Growth in recent years has really been driven by the increasing ubiquity of the smart phones and tablet devices. They are anticipating customers’ orders for smaller and smaller semiconductors that will be more powerful. Just won the contract for the 64-bit phone from the presumed iPhone 6 that will be coming out this fall. Near-term, there should be some margin concerns because it is such a CapX intensive business. They have to spend that CapX in the 1st 6 months to be able to enjoy the benefits of the sales in the back of the year. Views this is a core holding in technology.
They manufacture chips for other companies. Incredibly well run company. A much more volatile stock than people think, because semiconductor business is very cyclical. Not an expensive stock at these levels. This is the time in the cycle that you should buy this type of company.
They manufacture chips for other companies. Incredibly well run company. A much more volatile stock than people think, because semiconductor business is very cyclical. Not an expensive stock at these levels. This is the time in the cycle that you should buy this type of company.
Sold half of his position around the $20 mark. Chinese market for mobile phones and smaller devices is what is really going to drive a lot of the semiconductor market moving forward. Unfortunately, phones do not require big or expensive chips like what is needed in a notebook, PC, etc. Defensive tech at the moment is not very interesting. People are looking for high levels of growth. If this dips down, you could buy it.
Sold half of his position around the $20 mark. Chinese market for mobile phones and smaller devices is what is really going to drive a lot of the semiconductor market moving forward. Unfortunately, phones do not require big or expensive chips like what is needed in a notebook, PC, etc. Defensive tech at the moment is not very interesting. People are looking for high levels of growth. If this dips down, you could buy it.
This one has done very, very well. The challenge of the semiconductor market is whether or not the market is going to transition to a growth or going to go back to a defensive story. Semiconductors are coming towards the end of the cycle and 4% dividend is not really high growth. He expects there will be a rollover of technology stocks generally. Semiconductors lead the technology sector. Watch it up to the 4th quarter and see what happens.
This one has done very, very well. The challenge of the semiconductor market is whether or not the market is going to transition to a growth or going to go back to a defensive story. Semiconductors are coming towards the end of the cycle and 4% dividend is not really high growth. He expects there will be a rollover of technology stocks generally. Semiconductors lead the technology sector. Watch it up to the 4th quarter and see what happens.
Manufactures semiconductors for most of the companies. Have been growing their market share quite a bit.
Manufactures semiconductors for most of the companies. Have been growing their market share quite a bit.
Sold off last Friday on the back of earnings. The concern was that there was going to be lower margins moving forward. In his view the company is still the leading player in the leading technology space for the next 2 generations so profitability will continue. Lower margin issue is just related to emerging markets. Good story. Good 4% dividend.
Sold off last Friday on the back of earnings. The concern was that there was going to be lower margins moving forward. In his view the company is still the leading player in the leading technology space for the next 2 generations so profitability will continue. Lower margin issue is just related to emerging markets. Good story. Good 4% dividend.
Likes this but a lot of techs are ahead of themselves. Wait until the middle of the year before you start looking for tech stocks.
Likes this but a lot of techs are ahead of themselves. Wait until the middle of the year before you start looking for tech stocks.
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 2
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 0
Total Signals / Votes : 2
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
In the last year, 2 stock analysts published opinions about TSM-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Taiwan Semiconductor MFG..
Taiwan Semiconductor MFG. was recommended as a Top Pick by Stockchase Research on 2020-07-28. Read the latest stock experts ratings for Taiwan Semiconductor MFG..
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.
2 stock analysts on Stockchase covered Taiwan Semiconductor MFG. In the last year. It is a trending stock that is worth watching.
On 2020-09-30, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $81.07.
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%