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This 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.

Consensus
Bullish
Valuation
Fair Value
BUY ON WEAKNESS

Incredible company, has a huge edge, run incredibly well. Tariffs are the main issue pressuring the stock. Potential for China to take over Taiwan is an overhang. Great time to buy if you can wait it out, as he expects more volatility.

BUY

All chips flow through this name, no matter who's designing them in the future. Aside from its being in Taiwan, less risk than other chip companies. Growth profile is quite good. Valuation significantly lower than NVDA.

WATCH

Many feel this is am Nvidia proxy, that if NVDA is strong, TSM flies. But this hasn't been true in the last couple quarters. Listen to their call only to get a sense on the semis space.

BUY
TSM vs. NVDA

His choice in the space. It makes the chips for NVDA and a whole slew of others. It's more diversified. Valuation is cheaper. Much clearer growth path going forward over next few years.

NVDA has fallen, but it's not a cheap stock. Factored into the share price is a huge growth expectation. Just because share price has fallen on a high flyer, that doesn't necessarily make it cheap.

BUY

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.

BUY

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.

BUY
Just announced a build-out in the U.S.

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. 

DON'T BUY

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.

BUY

Shares will bounce and news will be good this week.

TOP PICK

Undisputed leader of semiconductor foundries. 51-52% market share, which it will maintain due to its huge economies of scale that competitors can't match. Very deep pockets. A bit cyclical. Yield is 1.4%.

(Analysts’ price target is $247.22)
BUY

He remains bullish. Whatever semi chips are needed, TSM continues to make them. They are the leader here. It remains reasonably valued.

COMMENT

A strategic, long-term holding. In advanced chips, everything has to flow through TSM. 

BUY

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.

BUY

All the Mag 7 capex spending announcements are great for TSM.

PARTIAL SELL

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.

Showing 1 to 15 of 176 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 5 out of 5

Star iconStar iconStar iconStar iconStar icon

Bullish - Buy Signals / Votes : 25

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 31

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, 31 stock analysts published opinions about TSM-N. 25 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?

31 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 2025-04-24, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $164.18.