Taiwan Semiconductor MFG. (TSM) Buy, Sell or…

Taiwan Semiconductor MFG. (TSM)

462.05

-0.07 (0.02%)

as of Jun 18, 2026, 11:54:51 pm Market Open.

149 watching

BUY

A better way to play the EV trade than traditional car companies. Better business economics, benefits from the same trend, better free cashflow, total return will be significantly higher.

Wealthica Track your Stocks in your Watch List

BUY ON WEAKNESS

A very good semis company that operates in a democracy that we need to we need to defend. Has pulled back lately to attractive levels.

DON'T BUY

Are political risks with China, so he avoids it. Warren Buffett was briefly in this name.

BUY ON WEAKNESS

Best of breed and leading-edge tech. Popular opinion believes that cutting-edge technology will move to the US, but that won't happen.If you can get around the politics, this will do well. But the semis sector is overbought.

COMMENT

Like sit a lot, but prefers other American companies because they have more intellectual firepower.

HOLD

Good company. Main risk is geopolitical with escalating tensions between China-Taiwan. Building facilities in the US helps mitigate this risk. Best foundry in the world. Absent something crazy happening, you can hold for a long time.

DON'T BUY

It is dominant in the sector, will continue to grow, and is not expensive at 14X earnings. There is however a geo-political risk so investors should look elsewhere.

BUY

Reasonable valuation, better diversified than NVDA. 4% FCF yield, trading at 17x earnings.

Wealthica Track your Stocks in your Watch List

TOP PICK

The king of semis manufacturing--TSM makes the most chips globally as well as at the most advanced. The only risk is Taiwan itself. (Analysts’ price target is $100.11)

BUY

A terrific company that knows what it's doing and the stock is cheap. His only concern is the Chinese government which could overtake Taiwan.

BUY

Price has come down a lot this year. You're not making as bold a bet on whose technology is better, so it's the safer bet.

PAST TOP PICK

(A Top Pick Apr 20/21, Down 27%) Still massive trends in the business. Best tech and best innovation, but geopolitical risk too high so he exited. Other opportunities in the space without that overhang. You'll do fine if you have patience and a long horizon. Valuation at 10-year low.

TOP PICK

Very strong business that is largest semi-conductor supplier in the world. Building largest plant in the world in Arizona, USA. Shortage in chips creating good business opportunity. Expecting 20% revenue growth going forward. Semi-conductor demand is not going away.

BUY

Emerged a leading semi-conductor business in the world. Supplies companies like Google, Facebook and Amazon. Recent stock selloff creating good opportunity for investors. Believes technology business will be strong in the long term. Good time to buy for investors. Political risk (China) worth accepting.

PAST TOP PICK

(A Top Pick Oct 20/21, Down 42%) Fantastic numbers reported this morning. 51% market share in foundries. AAPL is biggest client. TSM beat on top and bottom numbers, so this bodes well for AAPL too.

Showing 16 to 30 of 123 entries

Most Recent Experts

Stockchase Insights

5i Research

Brian Acker, CA

Acker Finley Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

David Burrows

Barometer Capital Management

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Taiwan Semiconductor MFG. (TSM)