TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM to 469

None of these, but TSM

Well I bought the dip (Kioxia/TSM), I'm not just saying it now.

At 71, I am not an advisor and don't mind some risk: for income quartertly SCHD and VOO, monthly O, and MAIN. Speculative and I cashed out most for a nice gain, but still holding a few shares is TSM (Taiwan Semi). 

Buy TSM

$TSM has held talks with clients about TSMC increasing its prices by as much as 10% in 2027 - Nikkei

TSM is safer, because they increase prices +10% starting next year.

It’s probably stupid to say which is a better company since they both are great. But I just agree where people are valuing each company at this time.
Come election time you better hope that South Koreans elect someone in line with the US interest. Micron on the other hand will be “courted” from both left and right.
Not sure if the word “courted” rings the same tone for Micron/INTC and SKHY/TSM/Samsung. It feels to me more like forced or pressured into making those decisions.

TSM

Pretty much doesn't change anything. Western companies will still need the hardware to run their AI regardless of who is making the models. China is still way behind on being close to compete with the likes of TSM or ASML.

TSM, INTC, AMD, NVDA, ASML. Software can't exist without hardware.

TSM is a great play long term, the moat is real

Is TSM ever going to break its 52 week range and break into 500's?

I agree with both you and the hunch comment except that his comment isn’t brainless. It’s a simple take but it doesn’t mean they are wrong. TSM has a history of being more conservative than its peers when it comes to building out supply.
Considering that the whole industry and Taiwans economy is heavily Influenced by TSM, the consequences of over-investing is more severe for them than other chip makers.
Now you could argue that nowadays, TSM can take more risks than others given how strong its MOAT is, but I still get the sense that the $100b buildout is bullish for demand.
That said, I completely agree with you that this isn’t a pure demand signal. There are obvious benefits for TSM to heavily invest in the USA, many of which you already mentioned.
I still view it positively because they are also building out 13 other fabs in Taiwan + the $100b USA buildout. That’s a ton of money even for them, and yes, you could argue that these investments are defensive, but considering their conservative history, my view is that:
They would be investing in USA and TW significantly regardless of demand (unless they knew we were right at the peak maybe) but the amount of money they are investing makes me suspect that they do in fact have confidence in demand

I'm not sure why this is the most upvoted comment. Brainless statement.
My Take: There are geopolitical concerns right now. TSM wants to tie itself closely to the United States, incase there are ever geo political issues that may threaten their business/nation. They are slow playing favor with president Trump. There is some benefits to having production in the U.S. to respond to shocks in supply chains.
I wouldn't believe this is fully demand based.

Well done. I just exited the Google position I picked up on Friday last week. Realized 4% and cut risk down 80%. I still think blue chip tech is about to rocket though. Eyeballing TSM really hard right now. I fucking love their financials.

TSM is building a big fab shop in Arizona.

Need TSM to hit 500 a share

TSM financials are the best in history. Idc what anyone says TSM is the best company in the world right now on paper.

ADBE TSM PSX