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Taiwan Semiconductor Manufacturing Company (TSM) remains the undisputed leader in the semiconductor foundry space, holding a significant market share and benefitting from the increased demand for AI-related chips. Experts emphasize its strong position, as it supplies major players like NVIDIA, further solidifying its growth potential. The company is expanding its operations in the U.S., albeit at higher costs, which showcases its commitment to geographic diversification. However, there are concerns regarding the cyclical nature of the semiconductor industry and geopolitical tensions, particularly in relation to Taiwan and China. Despite these uncertainties, the overall sentiment indicates a long-term bullish outlook for TSM, with expectations of substantial earnings growth over the next few years.
Core holding in his global portfolio. Eaten INTC's lunch. Believes there's at least double-digit (10%) annualized upside over the next 5 years. Earnings will jump significantly this year with Arizona plant coming on stream. Growth over the next 2-3 years will be in the 15-20% annualized range.
Companies like NVDA must use TWM.
Didn't they say a few years ago they would build a plant in the U.S., but permitting, labour and other factors would make it costs 6x more. Trump is kidding himself that the most strategic Taiwanese company will move their IP of strategic importance to the US. Think about it. A great company and major beneficiary of AI. ETFs drive the valuation.
Checks all the boxes for his firm: big insider ownership, beautiful balance sheet, high FCF, high ROIC, decent valuation, gigantic moat. No one can do what it does. Overhang: what if someday China invades Taiwan? It would be bad not only for TSM, but also every AI-type company. Guiding for 20% compound growth over next 5 years.
His firm has always stayed away from semis, as they're very cyclical and easily disrupted (though this name seems more insulated). Capital intensive. He's on the fence, but feels overall that the better way to play AI is to own the Mag 7.
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.
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, 26 stock analysts published opinions about TSM-N. 22 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..
Taiwan Semiconductor MFG. was recommended as a Top Pick by on . 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.
26 stock analysts on Stockchase covered Taiwan Semiconductor MFG. In the last year. It is a trending stock that is worth watching.
On 2025-04-01, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $168.64.
Undisputed leader in leading-edge foundries, and it's been that way for several years. Has anything changed? Now branching out to the US, which gives geographic diversification. This may be costly, but it has pricing power.
Another reason it's done well is because competitors have done poorly. But INTC is getting its act together, and Samsung will at some point. Down the road (and it may be a long road), there will be some additional competition. But TSM will still be the leader. A staple in most growth portfolios.