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Investor Insights

This summary was created by AI, based on 25 opinions in the last 12 months.

Experts have mixed opinions on TSM stock, with some considering it a core holding and a top pick due to its leading market share and strong position in the semiconductor industry, particularly in AI chips. However, others have expressed concerns about the overheated semiconductor sector, geopolitical risks related to Taiwan, and potential moderation in the industry. Despite strong revenue growth and positive long-term prospects, some experts have suggested waiting for a pullback before investing in TSM.

Consensus
Mixed
Valuation
Fair Value
WEAK BUY

Up 53% in the past 12 months, but he prefers ASML and other companies that make semis production equipment, not the semis themselves. He likes TSM despite geopolitical risk. Everything comes through ASML.

electrical / electronic
TRADE

Core holding. Not in his top 5, but certainly in his top 10. Very tradeable, but you have to watch the whole semiconductor ecosystem. Cutting-edge equipment. Controls around 54-55% of the semi manufacturing.

electrical / electronic
PARTIAL SELL

He recently took some profits after shares popped 50% since Q4 which is an unusual move; this became too big a position.

electrical / electronic
BUY ON WEAKNESS

Nvidia is a client of theirs. TSM makes all AI chips. A great company that's had a great ride. If you believe China will invade Taiwan, look at Samsung. TSM is best of breed. But the semis sector is overheated now and there will be moderation coming. Also, AI will be driven by software. 

electrical / electronic
DON'T BUY

It's broken above its 2022 high, but has gained only 3.71% over 3 years. If you missed Nvidia, don't go down the food chain. Buy the best (Nvidia) if you like this space.

electrical / electronic
BUY

Good way to play AI through its chips. Massive operating leverage to AI.

electrical / electronic
PAST TOP PICK
(A Top Pick Nov 01/22, Up 90%)

In midst of building huge new plant in Arizona. Revenues should be up this year about 30%, another 30% in 2025. Phenomenal sector. The place to be with AI taking off.

electrical / electronic
BUY ON WEAKNESS

All the semis ran up last year, so let them drift down. TSM is okay. Was up 32% last year. Let its PE falls to 17.5x PE.

electrical / electronic
BUY

Geopolitical risk a concern, but overall is confident on fate of Taiwan (threat of China invasion). Demand for semi-conductors continues to rise. Very good margins in business. Strong brand name. 

electrical / electronic
PAST TOP PICK
(A Top Pick Jan 17/23, Up 20%)

Bit of a trade. He sold in early fall around $107, picked it back up in low $90s. Undisputed market leader in foundries. Core holding, but you have to pick your spots.

electrical / electronic
BUY

Today the company announced that demand has really picked up, revenues up 35% on the quarter. This spurred a rally in all semis.

electrical / electronic
Unspecified

It has done very well and should be fine for the long term. It has caught up with and surpassed Intel as the industry leader. However there is political risk.

electrical / electronic
BUY

They keep building out capacity of foundries. He targets $102.50, a decent runway. Semis are very cyclical, but are coming out of the trough. It's a matter of capacity and how fast they can produce semis.

electrical / electronic
HOLD

In the long term it makes sense. He likes ASML or KLAC more in this space. There are Geo-political concerns.

electrical / electronic
BUY

Risk in geopolitical tensions with China. World class business. Builds majority of semi-conductors in the world. Good long term investment. A.I. trend will positively impact company. 

electrical / electronic
Showing 1 to 15 of 130 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 18

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 23

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, 23 stock analysts published opinions about TSM-N. 18 analysts recommended to BUY the stock. 3 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?

23 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 2024-03-27, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $136.69.