TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Buying TSM and MSFT yea??????? 

RKLB & TSM

TSM is just a buy and hold forever name.

Hi everyone,
I’m building a custom AI / semiconductor / memory portfolio focused on the companies that support the AI infrastructure buildout. I already have exposure to names like NVDA, TSM, ASML, AMD, MU, SK Hynix, AMAT, LRCX, KLAC, SNPS, CDNS, MRVL, ALAB, RMBS, COHR, VRT, SNDK, WDC, STX, NBIS and CRWV.
I’m now considering adding a company from the advanced packaging / outsourced semiconductor assembly and testing space, and I’m comparing **Amkor Technology (AMKR)** with **ASE Technology (ASX)**.
My current understanding:
**ASX / ASE Technology**
* Larger and more established OSAT player
* Stronger scale advantage
* More direct exposure to Taiwan’s semiconductor ecosystem
* Seems very relevant for AI packaging demand, especially with advanced packaging and testing
* But maybe less upside because it is already a much larger company
**AMKR / Amkor**
* Smaller than ASX, so potentially more upside if advanced packaging demand accelerates
* US-headquartered and could benefit from reshoring/onshoring themes
* Arizona advanced-packaging campus looks strategically interesting
* Apple/Nvidia customer angle is attractive
* But maybe more execution risk and less scale compared with ASE
My goal is long-term growth from AI semiconductors, memory, HBM, advanced packaging, chip equipment and data-center infrastructure. I’m not looking for a short-term trade.
For people who follow the OSAT / advanced packaging space:
Would you choose **AMKR**, **ASX**, or both?
Which one has better risk/reward from here?
Is ASX the safer core holding and AMKR the higher-upside play?
Or are there better advanced-packaging names I should look at instead?
Curious to hear how the community thinks about this part of the AI semiconductor supply chain.

GLW, TSM, and CX

I keep finding myself awake at 6:20am PST, checking overnight price fluctuations and market open. It's not doing wonders for my health. Looking out for 10%+ drops (new wars, OpenAI not meeting internal subscriber goals and tanking my TSM holdings, etc). I hate to wake up and be down by thousands.
I'm looking for tips to be able to disentangle from checking on my more volatile stocks. Possibly a stop loss before I go to sleep? Where would you set it below the current price?
I've tried within 2% drop but overnight markets, but too often a single trade will dip will trigger and I wake up with tax liabilities and missing on a couple grand that it would've appreciated that day. Does anyone have a favorite way to set it up?

This is... just silly. You're assigning feelings to other monopolies. They're not going to stop buying NVDA... but obviously they want to pay less money.
Their largest customers were going to build their own alternatives either way. Supply chain issues alone were always a strong enough reason to do that. Pricing is part of it. Again, still paying 100K for the R100 though.
If you think there's "hate" here... you are incredibly naive. And if AMD could get away with 75% margins or... if you think NVDA "hates" TSM, you're clueless.

Christ, AMZN, META, MSFT, GOOGL literally ALL talked about how they were supply constrained and needed NVDA chips(which gave Nvidia an initial green candle during their earnings). They didn't need to talk about how much they need NVDA(in particular) if there are emotions and "hate" involved.

Any one of those business would do the same thing if they had the monopoly that NVDA has.
Just look at what we're talking about here. AMD's DC revenue that came in ALL the way at...5.8B compared to NVDA which is looking at \~75B in the same Quarter.

They've also been building their own custom silicon for a while.

Again, of COURSE it's true they want to see a 2nd competitor, a viable competitor to chip away at NVDA's margins.

I bought AMD because the market was so big I figured... they'd pick up some ground, but I'm not quite ready to proclaim the days of NVDA's dominance over. I just think you're seeing evidence of an industry that's growing at such a massive rate, it can support both AMD and NVDA.

More TSM, it’s going to fly!

Aside from my compounding VOO, the most money I’ve ever made off individual stocks was from RKLB. I have a tech focused portfolio that attempts to capture the best companies (imo) at each main connection of the semiconductor to data center/hyperscaler supply chain, and I have a space portfolio.
Tech
* DRAM: 10.0%
* NVDA: 7.0%
* TSM: 7.0%
* GOOGL: 6.0%
* AMZN: 6.0%
* NBIS: 6.0%
* AVGO: 6.0%
* ASML: 6.0%
* VRT: 6.0%
* CEG: 5.0%
* ETN: 5.0%
* MRVL: 4.0%
* AMAT: 4.0%
* MPWR: 4.0%
* COHR: 4.0%
* TER: 4.0%
* SYM: 4.0%
* APH: 4.0%
* IONQ: 2.0%
Organized by Sector
* The Memory Bottleneck (10%)
* DRAM (ETF): 10%
* Core Compute, Silicon Design & Networking (21%)
* NVDA: 7.0%
* AVGO: 6.0%
* MRVL: 4.0%
* COHR: 4.0%
* Fabrication, Equipment & Testing (21%)
* TSM: 7.0%
* ASML: 6.0%
* AMAT: 4.0%
* TER: 4.0%
* Providers & Dedicated AI Cloud (18%)
* GOOGL: 6.0%
* AMZN: 6.0%
* NBIS: 6.0%
* Power Grid Management, Cooling & Physical Infrastructure (20%)
* VRT: 6.0%
* CEG: 5.0%
* ETN: 5.0%
* MPWR: 4.0%
* Emerging Hardware: Robotics & Quantum (10%)
* SYM: 4.0%
* APH: 4.0%
* IONQ: 2.0%
—
Space
* RKLB: 50%
* ASTS: 20%
* PL 20%
* FLY 5%
* BKSY 5%

Really no TSM owe would that just be like government bonds?

LOL... you're genuinely too stupid to even see the hypocrisy in your own post, aren't you?
"You keep citing the History of NVDA."
Also you;
"I mean, just look at the last 6 months of NVDA!"
And yeah, I'm not assuming anything. You're broke, you're bitter, amd your pathetic. Nobody else is going to spend time posting on a b9ard for a stock they're not in.
I think TSLA is... a moronic stock at this point. Guess how many times I've posted over there?
And you keep rambling about the other semis knowing full well I'm in TSM, AMD and AVGO.
Sit down! You're tired and predictable stoopid at this point.

Attention to detail is key...re-read my post, I never said Nvidia is not a good investment. Quite the contrary. If you read carefully I said they'll have a good business and be around for a while. If you actually read and spend the time to comprehend what someone writes instead of glancing at it and reacting emotionally you'll become a much better investor.
I'll try to simplify it for you. The post 1) offers an explanation of why alternate silicon is winning billions of dollars of business away from Nvidia, which ***never*** happened 18 months ago, because 2) CUDA is no longer a moat (because of Altman's open source work on backend LLMs) resulting in 3) whether it's NVDA or G or AMD or AMZN (who have all taken billions of dollars of Nvidia recently - see the headlines I posted) the demand for silicon is still there, so the common denominator to invest in is fabs and companies like AVGO and MU.
I've posted this starting at the beginning of this year and every time folks like you foam at the mouth because you can't handle any criticism of NVDA. Go ahead and chart TSM and INTC for the last 4 months compared to NVDA - that's where most of my NVDA investment pivoted to. I posted this to spur a conversation about explaining the unbelievably stagnant NVDA stock performance and the fact the moat is eroding, but you and everyone else somehow take it personally and get your panties in a twist. You, nor anyone else accepted the challenge of explaining the biggest negative stock correlation in the history of the stock market.
Personally I could care less if anyone listens...for those that did - and I have folks from the 2 NVDA forums reach out to me often - they made out even better for considering what I said. For those that didn't I could care less - I don't have a horse in their race. I just find it fascinating that in all the R forums I attend this one has an abundance of people that don't really understand the technologies, don't care about facts and data and can't have a constructive discussion but rather get offended if you don't suggest NVDA will be $300 tomorrow like Jensen is their BF or something.
Cheers!

It’s a long side bet. I’ll add to it primarily through SOXX. AMD earned a rare spot at my table next to Google and TSM by making Wal street look foolish last couple days. 👍

Lots of fabs being built across the world for this very purpose. Both Intel and TSM are building out fabs

Please go back up TSM

The general consensus is that a total exUSA market like in VXUS will still likely underperform the S&P500 long term which is why a 60-100% investment in the USA is commonly recommended. Anywhere around 0-40% VXUS is a reasonable balance with a higher international portion allows you to hedge more of your bet on the US and ideally reduce volatility in your portfolio.
You're basically taking a concentration of 500 stocks in VOO and dramatically increasing its diversity with 8,800 more stocks by adding VXUS and this broadly reduces the volatility and potential gains of the portfolio long term. In basic math, it's much less likely 8,800 broadly selected companies around the world outperform a concentration of 500 of the best companies.
Key thing to keep in mind is that technology is the main driver behind VXUS recent gains. TSM, Samsung, ASML, SKHynix and similar international tech giants are the main engine. By buying VOO you are gaining access to their parallels in the USA like NVDA, AMD, Intel, MU, AVGO, etc. So if there is ever a semiconductor crisis, everyone goes down together. Cool thing about being diversified around 8,800 stocks is that they can better spread the loss than 500 stocks and hypothetically while VXUS might grow less than VOO long term, it will also possibly not crash as much as VOO.
Everything is dependent on your risk tolerance. I highly recommend if you have the time to read into the holdings of VOO and VXUS. If you're feeling conservative, VTI can be a great substitute for VOO to increase diversity and reduce volatility and potential gains. If you're feeling ambitious because of your young age, adding a little QQQM or SMH can be a great way to capture some of the ongoing tech wave.

TSM

Yes, they have an extremely high moat, hence their high PEG ratio, people are willing to pay extra for that safety.
My post isn't "everyone panic ASML is going bankrupt" it's: "will these headwinds cause ASML to underperform other high quality semi stocks like TSM, SK Hynix, etc.".

Check since 2012 their revenue and especially growth:
[https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/revenue](https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/revenue)
So it's cyclical, for sure. Now if you convinced that till the end of time TSMC or even the next 10-20 years will never see a revenue drop, it's a belief you can have.
Thing is demand will not grow for ever at the same rate and production capacity will catch up and the premium for the scarity will disappear eventually.

3.4% of mine is in AMD. It's up 284%. Wish I would have leaned in harder, but was not willing to go on tilt on a single stock. Also put some in ARM not long after though and it's now 4.2% of the port and up 132%. Also added a small position in TSMC ($TSM) which is just .88% of port and up 141%. Have continued to also slow build a position in SOXX ETF and it's 4.37 of port and up 142%. My thesis at the time (over about 10 months) was that the semiconductor stocks were likely poised for huge upside moves, but that there was too much risk in picking just one, mainly due to all the wackiness of the US trade policy, geopolitical stuff and potential the administration might start picking their own winners and losers... which they did to an extent with Intel (the one I chose not to invest in, and it too had explosive gains), but the rest did just fine in my book. haha. There still appears to be a very strong runway for revenue growth for them through 2028 or so.