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Taiwan Semiconductor MFG. (TSM-N)
NYSE:TSM
201.96
4.42
(2.14%) 1d
Financials
Technical Analysis
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Taiwan Semis sparks rallyBuying pullbacks: DOL, UNH, LindeMixed Bag of 3 Defensive StocksThis summary was created by AI, based on 40 opinions in the last 12 months.
Taiwan Semiconductor Manufacturing Company (TSMC) is widely recognized as the leading foundry in the semiconductor industry, boasting a commanding market share of around 51%. Experts unanimously highlight TSMC as a key beneficiary of the ongoing AI boom, with substantial capital expenditures anticipated to elevate its revenue streams in the coming years. The company has successfully established itself as an indispensable partner for major tech firms like Nvidia, fostering optimism about sustained demand for its advanced chip manufacturing capabilities. Despite recent price surges, some analysts suggest cautious optimism, citing potential profit-taking and geopolitical risks associated with Taiwan's position in the global semiconductor supply chain. Nonetheless, many believe that TSMC remains a strong investment due to its solid fundamentals and strategic growth outlook driven by AI advancements.
A strategic, long-term holding. In advanced chips, everything has to flow through TSM.
A key beneficiary of AI capex and is the world's biggest chipmaker with dominant marketshare. Few can match their tech expertise, and their valuation remains reasonable.
All the Mag 7 capex spending announcements are great for TSM.
The leader. He took some profits. Though there are plants in the US, it's not going to move leading-edge production offshore from Taiwan. Recommends reading Chip War by Chris Miller.
Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan. Social media mentions are up 61% in the past 24h.
$215.950
Unknown
Best of breed. A very good foundry. If you buy it, don't sell it, though you can trim it. Problem is, this has had a huge run. He last bought this a while ago at $15. If you're not bothered from the high PE, you can buy this. Has AI exposure.
In semis, his pick is TSM, which make the chips for the major players. Semis are a cyclical industry, but TSM is completing plants in the US, so revenues should soar in 2025-6.
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.
One of the best semi stocks, are well-positioned for growth. Likes it, but is overbought now. Buy dips. The street target $230. Support from the 200-day moving average is $160.
It is just going on his watch list since he likes the chart. It did consolidate, then broke out. Could pull back
They directly benefit from Nvidia's momentum. Shares have doubled in the past year, and strong performance will continue. At 23-26x forward PE, this translates into doubled revenues and earnings. Not as impressive as Nvidia, but more sustainable.
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. Social media mentions are up 179% in the past 24h.
$209.520
Unknown
Massive growth of all chipmakers. Remember that semis are cyclical; ASML, for example, went down 20% yesterday. Hot stocks always have potential to re-rate. His preference, but valuation is not attractive right now.
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. Social media mentions are up 2100% in the past 24h.
$186.350
Unknown
Taiwan Semiconductor MFG.(TSM-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 22
Neutral - Hold Signals / Votes : 4
Bearish - Sell Signals / Votes : 3
Total Signals / Votes : 29
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, 29 stock analysts published opinions about TSM-N. 22 analysts recommended to BUY the stock. 3 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?
29 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 2025-02-13, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $201.96.
He remains bullish. Whatever semi chips are needed, TSM continues to make them. They are the leader here. It remains reasonably valued.