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

TOP PICK

The demand for chips should continue growing well since there are many uses including automobiles, cloud computing, EV's, internet of things, AI, etc. It has proprietary knowledge in the design of 3 to 5 manometer semiconductor chips. Has a sustainable ROE of 22%. Buy 12, Hold 2, Sell 0 (Analysts’ price target is $126.73)

PAST TOP PICK

(A Top Pick Oct 20/21, Down 30%) Reduction in value easily managed by his hedges. He maintains a 2.5% position. You always want to own the leaders, and this one's the undisputed foundry leader. (Analysts’ price target is $107.00)

BUY

Biggest foundry, 51% market share. Great job. New contract from QCOM. Order book is long and robust. Geopolitical concern. (Analysts’ price target is $126.60)

PAST TOP PICK

(A Top Pick Aug 09/21, Down 25%) Believes company is still great. Has large number of major customers including Apple. Company will be key beneficiary of increase in computing adoption. Geopolitical risk not worth investment in company. Has sold shares. Finding value in other companies in the sector.

PARTIAL SELL

Semis are a cyclical business, so share prices swing a lot. TSM is seeing softness in smartphones and PC's post-pandemic. There's been a semi shortage the past year, but eventually demand will be met. TSM has strength in other segments, but the global economy remains uncertain and can weaken. Semis are not long-term holds. You can play the cycle. Can't predict what TSM will do over the next 6 months. Take your losses and invest in tech that has smoother growth.

BUY

Top investing idea. Patricia: Core holding of hers. Moving from outsourcing to design. EVs are a strong area. Only ones that produce the nanometer chips. Long-term compounder. Efficient business model.

PAST TOP PICK

(A Top Pick Jun 28/21, Down 25%) They are the biggest manufacturer of semis in a time of a major semi shortage. TSM is the cutting edge. Their new foundry in the US will open in 2024, so he expects a 20% bump in revenues and serious earnings growth for the next several years. Now, is a phenomenal time to enter this. TSM is a core holding for him. They benefit from increasing use of semis in autos

PARTIAL SELL

Sell? TSM is a leader at at time of chip shortages. She doesn't invest in semis, because it's very cyclical. Now is a pullback in technology, so the path forward is upward. You can take profits. Maybe buy a large tech stock that is less cyclical during the current tech weakness.

BUY

Given the Ukraine war and Russia-China's relationship He owns this for the long term. TSM is the leader in the semiconductor foundry side, which do the manufacturing of the chips. Hard for other companies to break in. He doesn't expect China to invade Taiwan. $151 is his price target. This has potential over 3-5 years.

STRONG BUY

Absolutely hold despite price drop. Semiconductor shortage. Market leader. New chip will be the largest player in mobile come 2023. Phenomenal profitability on the horizon. Best in class business, production moving to the US.

DON'T BUY

Stock price presenting buying opportunity. Geopolitical risk in Russia/China is not good for business. Believes other companies in sector better investments. Does not own stock.

PAST TOP PICK

(A Top Pick Jan 13/21, Down 4%) It's an excellent company but stock hasn't done well. Possibly because investors are worried about Taiwan. Also some concern over whether we have seen the peak of the semi-conductor cycle. Can chip production grow from past peak. Largest name in emerging markets which also hold Russian equities. If holders in these markets want to raise money they may not be able to sell Russian companies and one to consider may be TSM, being the largest.

HOLD

It'll be higher 2-3 years from now, but short term when will the decline stop? Hold if you own already. Don't sell.

BUY

51% market share in semi foundries, the biggest one around. Always have spent a lot on capex, and recently announced this will continue. Medium-long term hold. Spend will unlock value over the next 2 years. It's gone sideways because what they make, they spend. Sabre-rattling about China is a bit of an outlier risk. 12-month price target of $151.

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PAST TOP PICK

(A Top Pick Nov 04/21, Up 3.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSM has triggered its stop at $120. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 24.5%, when combined with the previous recommendation to cover half the position.

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