NYSE:TSM
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Nervous markets await NvidiaThis summary was created by AI, based on 41 opinions in the last 12 months.
Taiwan Semiconductor Manufacturing Co. (TSMC) is widely recognized as a leader in the semiconductor foundry space, holding a significant market share of approximately 51-52%. Experts note that while TSMC has benefited from the ongoing boom in AI and its productive collaborations with major clients like Nvidia, recent quarters have shown mixed performance relative to Nvidia's own growth. However, many analysts view TSMC as a stable and essential player due to its diversified customer base and innovative edge in chip manufacturing, particularly with advanced nodes. The company's expansion into the U.S. market, although costly, is seen as a strategic move for long-term growth. Overall, a consensus emerges around the belief that TSMC will continue to hold its leadership position despite cyclical nature and geopolitical risks, making it a core holding in growth-focused portfolios.
Performed very well, up 62% in last 12 months. Very important part of the AI infrastructure space. Expected 25% earnings growth rate, at only 29x forward PE. Only bad thing about it is that he doesn't own it :( Likes it, but there needs to be a sizable pullback. Need to be aware of its geographic and regulatory issues.
Think of this name as the unsung hero of the AI conversation. NVDA gets the credit, but TSM does the hard work of making these chips at the atomic layer. The very last AI stock he'd sell. It's also the cheapest, with the most latent pricing power. Will benefit from deepening of semiconductor technology in our day-to-day lives, including in AI data centres.
Not a screaming bargain at these levels. A hold, but still decent returns ahead.
Even though it has geo-political vulnerability he doesn't think geo-political issues will be an issue over the next one to three years. Although they are a dominant player, whether they continue making chips for the US with its on-shoring push remains to be seen. There is no real incentive for foreign companies to build their businesses in the US.
Is bearish the semis sector and has been reducing his exposure. The Trump tariffs are a serious risk. Him trying to move semis production into the US won't work at all in the long run. Also, data centre spending has peaked and will slow. Valuations are high. That said, TSX is the number one semis manufacturer and remain a major player here. Also, the geopolitical risks to Taiwan are not good.
Is the most important company in the world. It has a 70% market share in making chips for others (but not designing its own chips). They work with Nvidia, Apple and al the big players. Anything is possible, including China invading Taiwan, but China buys 11% of its chips from TSM. The US will do all it can to protext TSM. Earnings are growing at an incredible rate, yet is safer than Nividia. Trades at only 20x PE with a good balance sheet and margins.
(Analysts’ price target is $274.74)New addition to his firm's dividend growers mandate. Payout ratio about 35%. Expects earnings and dividends to grow 20% over coming 3 years. Trades at only 17.5x PE. Great combination of value and growth.
Industry leader by far. Sustainable competitive advantage. Clear technological leadership. Outstanding manufacturing capabilities. Scale advantages to decrease unit cost and increase margins. Crucial partnerships with some of world's biggest companies. Secular winner from demand for high-performance chips. Yield is 1.43%.
You can see the difficulty with taking news bites, such as on tariffs, and trying to formulate an investment opinion. They can change so quickly.
On his shortlist. One of the biggest chip companies in the world. 21-22% growth rate forecast, but the price is overbought. Wants to see it come down a bit, to low $200s if it can. Also likes how it's more global and less US-centric.
His preference in the space. Leading manufacturer, so over time everything flows through them. Essential company in global economy. Because of the threat of Chinese takeover, will always trade at reasonable valuation. Now ~15x PE. Diversifying manufacturing footprint across mature markets in US and Europe.
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, 29 stock analysts published opinions about TSM-N. 20 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..
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.
29 stock analysts on Stockchase covered Taiwan Semiconductor MFG. In the last year. It is a trending stock that is worth watching.
On 2025-10-17, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $295.08.
Stock's come up on the back of growth plus multiple expansion. Now trading around mid-20x PE. Rich for him, he'd look for a pullback. If you buy now, significantly more valuation risk. He hasn't been selling, but not buying anew either. Numbers tomorrow will likely be quite strong. Releases data monthly, so there are fewer surprises.
Typically, he doesn't buy into a release. But in this case, the last monthly release was quite strong, and demand is the same. So numbers are likely to be strong. However, it also gets into what was the market expecting? If the market was expecting 35% growth, but it comes in at "only" 30%, will the stock sell off? So directionally he expects quite strong topline growth, but will that satisfy the market?