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Investor Insights

This summary was created by AI, based on 38 opinions in the last 12 months.

Taiwan Semiconductor MFG (TSM-N) is a leading semiconductor manufacturing company with a strong foothold in the global market. The experts have varying opinions on the stock, with some highlighting its strong position and growth potential, while others express caution due to cyclical nature and geopolitical risks. The company has a significant investment in the U.S. and is heavily involved in AI chip production. It has shown impressive sales growth and is viewed as a core holding with trade potential.

Consensus
Mixed
Valuation
Fair Value
Unspecified

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.

electrical / electronic
BUY ON WEAKNESS

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.

electrical / electronic
WATCH

It is just going on his watch list since he likes the chart. It did consolidate, then broke out. Could pull back

electrical / electronic
BUY

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.

electrical / electronic
premium

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TOP PICK

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.

electrical / electronic
WAIT

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.

electrical / electronic
premium

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TOP PICK

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. 

electrical / electronic
BUY

It's moved up, but he still sees upside due to their predictable earnings.

electrical / electronic
BUY

A large holding for him. TSI is cheap among the semis and there could be a deal with they building a semis plant in the Middle East, in partnership with Samsung. Nvidia always needs chips from TSM, another plus.

electrical / electronic
TRADE

Undisputed market leader in foundries, market share of 51%. Huge backlog. Chart shows that it's a bit of a trading stock, but then when it breaks out you can build up a position. When trading, doesn't mean that you have to get out, but allows you to trim.

Delivers on execution, but amazing how such a massive company is still innovative. Cornered the market on the 2-nanometer chip. Fantastically managed.

electrical / electronic
BUY

They benefit from Nvidia's capex spending. Nvidia receives orders from the hyperscalers and so orders more from Taiwan Semi, which is safer and much cheaper than NVDA. That's why it's larger position for him than NVDA.

electrical / electronic
BUY ON WEAKNESS

Like the other semis, TSM is now seeing profit-taking. It's best of breed in semis and is well-positioned going forward. Samsung is another choice, which he thinks has better growth.

electrical / electronic
BUY ON WEAKNESS

Expectation that generative AI spending, by way of building out data centres, is going to be very robust through 2030. This is a way to play, 100%. Stock's done well, has pulled back with the others. Well positioned going forward.

Rhetoric going into the election about Taiwan and China, so could be more weakness.

electrical / electronic
BUY

Very expensive to build large, advanced fabs. We're talking $5-10B a pop. Now building fabs in Arizona. It's lead would be very hard to catch. 

electrical / electronic
Showing 1 to 15 of 158 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 20

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 26

Stockchase rating for Taiwan Semiconductor MFG. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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, 26 stock analysts published opinions about TSM-N. 20 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..

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?

26 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 2024-12-06, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $203.02.