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Taiwan Semiconductor MFG. (TSM-N)

ON STOCKCHASE SINCE Dec 2001

outsourcing semi conductor chips

electrical/electronic

Taiwan Semiconductor MFG.
TSM-N

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COMMENT	Taiwan Semiconductor MFG.(TSM-N) July 9, 2018 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. electrical/electronic 0 0 0 0 0 0 comments	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. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $37.830 Owned Unknown

DON'T BUY	Taiwan Semiconductor MFG.(TSM-N) March 22, 2018 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. electrical/electronic 0 0 0 0 0 0 comments	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. electrical/electronic 0 0 0 0 0 0 comments Mark Grammer Managing D, Gluskin Sheff & Asso... Price $43.690 Owned No
COMMENT	Taiwan Semiconductor MFG.(TSM-N) December 16, 2015 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. electrical/electronic 0 0 0 0 0 0 comments	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. electrical/electronic 0 0 0 0 0 0 comments Mark Grammer Managing D, Gluskin Sheff & Asso... Price $23.160 Owned No
COMMENT	Taiwan Semiconductor MFG.(TSM-N) January 28, 2014 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 1^st 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. electrical/electronic 0 0 0 0 0 0 comments	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 1^st 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. electrical/electronic 0 0 0 0 0 0 comments Charles Lannon Director o, Toron Investment Man... Price $17.160 Owned Yes
BUY	Taiwan Semiconductor MFG.(TSM-N) December 27, 2013 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. electrical/electronic 0 0 0 0 0 0 comments	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. electrical/electronic 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $17.260 Owned Unknown
HOLD	Taiwan Semiconductor MFG.(TSM-N) December 5, 2013 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. electrical/electronic 0 0 0 0 0 0 comments	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. electrical/electronic 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $17.400 Owned Yes
HOLD	Taiwan Semiconductor MFG.(TSM-N) September 11, 2013 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 4^th quarter and see what happens. electrical/electronic 0 0 0 0 0 0 comments	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 4^th quarter and see what happens. electrical/electronic 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $17.440 Owned Yes
BUY	Taiwan Semiconductor MFG.(TSM-N) September 3, 2013 Manufactures semiconductors for most of the companies. Have been growing their market share quite a bit. electrical/electronic 0 0 0 0 0 0 comments	Manufactures semiconductors for most of the companies. Have been growing their market share quite a bit. electrical/electronic 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $16.900 Owned Yes
BUY on WEAKNESS	Taiwan Semiconductor MFG.(TSM-N) July 25, 2013 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. electrical/electronic 0 0 0 0 0 0 comments	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. electrical/electronic 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $17.180 Owned Yes
WAIT	Taiwan Semiconductor MFG.(TSM-N) February 13, 2013 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. electrical/electronic 0 0 0 0 0 0 comments	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. electrical/electronic 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $18.410 Owned Yes
BUY on WEAKNESS	Taiwan Semiconductor MFG.(TSM-N) January 23, 2013 Manufacturing outsourcing company and makes semiconductor chips. Has a technology lead, so every time there is a new generation, those chips come from this company. Newest generation of chips tend to have the fattest margins. Very good balance sheet. Good dividend. Thinks it is a little overdone right now and would prefer it at $16. electrical/electronic 0 0 0 0 0 0 comments	Manufacturing outsourcing company and makes semiconductor chips. Has a technology lead, so every time there is a new generation, those chips come from this company. Newest generation of chips tend to have the fattest margins. Very good balance sheet. Good dividend. Thinks it is a little overdone right now and would prefer it at $16. electrical/electronic 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $18.270 Owned Yes
COMMENT	Taiwan Semiconductor MFG.(TSM-N) December 18, 2012 Has done very well. They don’t design semiconductors. They make semiconductors for other companies. As semiconductors become more and more complex, there are fewer and fewer companies able to do it. Probably getting a little expensive. electrical/electronic 0 0 0 0 0 0 comments	Has done very well. They don’t design semiconductors. They make semiconductors for other companies. As semiconductors become more and more complex, there are fewer and fewer companies able to do it. Probably getting a little expensive. electrical/electronic 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $16.980 Owned Yes
TOP PICK	Taiwan Semiconductor MFG.(TSM-N) August 21, 2012 There is a secular growth in the industry and this one is fairly uniquely positioned. They are a manufacturer for many of the designers of these products. Also, a number of fabricators are outsourcing their fabrications to them. Very good market share. Good dividend yield and thinks it will grow 3.5%-3.6%. electrical/electronic 0 0 0 0 0 0 comments	There is a secular growth in the industry and this one is fairly uniquely positioned. They are a manufacturer for many of the designers of these products. Also, a number of fabricators are outsourcing their fabrications to them. Very good market share. Good dividend yield and thinks it will grow 3.5%-3.6%. electrical/electronic 0 0 0 0 0 0 comments Karl Berger Partner, Toron Investment Man... Price $14.650 Owned Yes
PAST TOP PICK	Taiwan Semiconductor MFG.(TSM-N) July 27, 2012 (A Top Pick July 27/11. Up 12.18%.) The more complex semiconductors get, the more difficult they are to manufacture. This is really the only independent company doing this now. Still likes us very much. electrical/electronic 0 0 0 0 0 0 comments	(A Top Pick July 27/11. Up 12.18%.) The more complex semiconductors get, the more difficult they are to manufacture. This is really the only independent company doing this now. Still likes us very much. electrical/electronic 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $13.680 Owned Yes
BUY	Taiwan Semiconductor MFG.(TSM-N) July 13, 2012 Likes this company long-term. Big fat dividend and tons of cash. If you look at the history of the semiconductor sector, the sector has compressed so there are only 4 or 5 companies producing the higher technology chips. These are the most expensive chips and this is the only company that has the lead. electrical/electronic 0 0 0 0 0 0 comments	Likes this company long-term. Big fat dividend and tons of cash. If you look at the history of the semiconductor sector, the sector has compressed so there are only 4 or 5 companies producing the higher technology chips. These are the most expensive chips and this is the only company that has the lead. electrical/electronic 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $12.890 Owned Yes

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