Taiwan Semiconductor MFG.

TSM-N

NYSE:TSM

53.84
0.55 (1.03%)
Taiwan Semiconductor Manufacturing Company, Limited, also known as Taiwan Semiconductor, is the world's largest dedicated independent semiconductor foundry, with its headquarters and main operations ...
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Analysis and Opinions about TSM-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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.
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(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.
BUY
BUY
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.
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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.
BUY
BUY
May 30, 2012
Has not had a good month. But there is not much behind that from a business perspective. They should actually have some pricing power because of a lack of supply of their chips. He is looking to top up his position
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Has not had a good month. But there is not much behind that from a business perspective. They should actually have some pricing power because of a lack of supply of their chips. He is looking to top up his position
BUY
BUY
April 24, 2012
A core holding in the tech space for him. Manufacture semiconductors. Largest foundry in the world. Not very cyclical. Inventories are coming down but not as fast as some people would like, so price is stuck right now. You need a 2-5 year time-frame. He bought a year ago.
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A core holding in the tech space for him. Manufacture semiconductors. Largest foundry in the world. Not very cyclical. Inventories are coming down but not as fast as some people would like, so price is stuck right now. You need a 2-5 year time-frame. He bought a year ago.
BUY
BUY
February 2, 2012
They are a foundry so do very little design of integrated semiconductors but do a lot of manufacturing. A big client of theirs is Qualcom (QCOM-Q). They are a direct beneficiary of the rise of mobile computer devices, smart phones and tablets. Very well-positioned. Huge technological leader.
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They are a foundry so do very little design of integrated semiconductors but do a lot of manufacturing. A big client of theirs is Qualcom (QCOM-Q). They are a direct beneficiary of the rise of mobile computer devices, smart phones and tablets. Very well-positioned. Huge technological leader.
BUY
BUY
February 1, 2012
Very few companies that can keep up in the race to reduce the dimensions of semiconductors to the point that we can see the cost of things like the iPad's continue to decline. The race is on between this company and Intel (INTC-Q) to allow companies like Qualcomm (QCOM-Q), Broadcom (BRCM-Q) and Intel to compete to provide the cheapest circuits for cell phones etc. This is one of the few companies that can compete. Still has a lot of room to move, especially over the longer term.
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Very few companies that can keep up in the race to reduce the dimensions of semiconductors to the point that we can see the cost of things like the iPad's continue to decline. The race is on between this company and Intel (INTC-Q) to allow companies like Qualcomm (QCOM-Q), Broadcom (BRCM-Q) and Intel to compete to provide the cheapest circuits for cell phones etc. This is one of the few companies that can compete. Still has a lot of room to move, especially over the longer term.
TOP PICK
TOP PICK
September 22, 2011
Contract manufacturer for chips. 4.3% dividend. Expect a nice catalyst this year that they will take over from Samsung to manufacture Apple product chips.
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Contract manufacturer for chips. 4.3% dividend. Expect a nice catalyst this year that they will take over from Samsung to manufacture Apple product chips.
TOP PICK
TOP PICK
July 27, 2011
Largest semiconductor fabricator globally. Have about 50% of the market. As semiconductor wafers and chips become smaller and thinner, competition gets less and less.
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Largest semiconductor fabricator globally. Have about 50% of the market. As semiconductor wafers and chips become smaller and thinner, competition gets less and less.
STRONG BUY
STRONG BUY
June 5, 2007
Gaining market share in the consumer sectors. Moving from being just an out sourcer to being a designer. Price target is about 15% from here.
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Gaining market share in the consumer sectors. Moving from being just an out sourcer to being a designer. Price target is about 15% from here.
BUY WEAKNESS
BUY WEAKNESS
February 28, 2007
A pretty volatile stock, but the trend has been up. Very well run company. They are the leader on the technology curve. Pick your time for buying.
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A pretty volatile stock, but the trend has been up. Very well run company. They are the leader on the technology curve. Pick your time for buying.
BUY
BUY
February 20, 2007
Will be beneficiaries from the trend of semiconductor companies outsourcing. Also focused on next generation, so margins have been out weighing the competition. Have been a couple of downward earnings revisions recently, so watch.
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Will be beneficiaries from the trend of semiconductor companies outsourcing. Also focused on next generation, so margins have been out weighing the competition. Have been a couple of downward earnings revisions recently, so watch.
WAIT
WAIT
December 28, 2006
Leading contract manufacturer of semi-conductor wafers, so it’s a leveraged play on the health of the semi-conductor industry. Volatile. The capital expenditure boom that was expected has all dried up and consumer items are now overstocked. Wait for the start of the next cycle.
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Leading contract manufacturer of semi-conductor wafers, so it’s a leveraged play on the health of the semi-conductor industry. Volatile. The capital expenditure boom that was expected has all dried up and consumer items are now overstocked. Wait for the start of the next cycle.
WEAK BUY
WEAK BUY
August 29, 2006
A semiconductor manufacturer. Don't have any products themselves, but manufactures for others. There are times to own it, but when times are tough, they are stuck holding a lot of facilities.
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A semiconductor manufacturer. Don't have any products themselves, but manufactures for others. There are times to own it, but when times are tough, they are stuck holding a lot of facilities.
DON'T BUY
DON'T BUY
November 3, 2005
Has done very well. In the chip sector, this and Intel (INTC-Q) would be the leaders. Free cash flow is very important because this is a commoditized business. Up 5% for the year which is similar to many of the NASDAQ companies because of lower prices coming in for their equipment. Yield is good, but nothing terrific.
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Has done very well. In the chip sector, this and Intel (INTC-Q) would be the leaders. Free cash flow is very important because this is a commoditized business. Up 5% for the year which is similar to many of the NASDAQ companies because of lower prices coming in for their equipment. Yield is good, but nothing terrific.
BUY
BUY
October 22, 2003
Likes the chip industry for the long-term. Expanding into China. The stock is not inexpensive but a good long-term holding.
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Likes the chip industry for the long-term. Expanding into China. The stock is not inexpensive but a good long-term holding.
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