TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Aus dem sticky comment....
>Alibaba Group Holding Limited($BABA) $353.57 Mrd.
Vor 3-4 Jahren hatte $TSM von "nebenan" in Taiwan eine ähnliche Marktkapitalisierung. Jetzt sind es über $2 Billionen, eine Versechsfachung in dem Zeitraum (!), während $BABA quasi auf der Stelle tritt und das Hoch aus 2020 nie wieder auch nur annähernd erreicht hat...

Facts. Bought TSM two years ago and scared to buy more now but keeps going up

Ha, we said the opposite! I would be more inclined to listen to this person who knows what they're doing... and I agree on the international exposure, e.g. selecting TSM instead of an entire semiconductor ETF. Because VOO and SCHG both cover Nvidia already so you don't need another ETF with Nvidia as the main holding.

Like others have said, SMH is the popular choice and probably the best option, but its heavy weighted with NVDA which can be a concern for some.
I hold SOXQ but it would be nice if TSM had more weight in the fund.

Love TSM getting dragged down even though they report monster numbers every single month

On the iPhone app, when investigating an ADR, let’s take TSM for example, where can I find crucial information such as the ADR level, the ratio, wether it’s sponsored or not, the issuing bank, etc…?

Same.. around 2023 i thought i was late to nvidia, so i just plowed my money to MU, TSM and GOOGL.. i did great but looking back 2023 was still early for AI and i would have made like i stole something if i went with nvidia.

TSM wow

I’m playing TSM because NVDA guidance is going to say they are buying as many as they can make

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $387.73 | $390.20 | $2.0T |
| [ASML](https://marketrodeo.com/asset/ASML) | ASML Holding N.V. | $1526.51 | $1547.22 | $591.7B |
| [JNJ](https://marketrodeo.com/asset/JNJ) | Johnson & Johnson | $245.17 | $247.25 | $590.8B |
| [GE](https://marketrodeo.com/asset/GE) | GE Aerospace | $342.89 | $348.48 | $361.7B |
| [KO](https://marketrodeo.com/asset/KO) | The Coca-Cola Company | $80.47 | $80.69 | $346.2B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [NVO](https://marketrodeo.com/asset/NVO) | Novo Nordisk A/S | $38.16 | $37.65 | $169.7B |
| [BX](https://marketrodeo.com/asset/BX) | Blackstone Inc. | $118.22 | $115.32 | $142.0B |
| [ACN](https://marketrodeo.com/asset/ACN) | Accenture plc | $191.50 | $188.74 | $118.8B |
| [ADBE](https://marketrodeo.com/asset/ADBE) | Adobe Inc. | $257.81 | $250.77 | $107.9B |
| [INTU](https://marketrodeo.com/asset/INTU) | Intuit Inc. | $381.23 | $353.53 | $106.1B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

APPL, TSM, NVDA, MU👍 If you plan to hold for long periods of time QQQM/SPYM > QQQ/SPY

TSM also shot up after good earnings from NVDA

the fact that AAPL went UP on news that the CIA told their CEO china might invade their primary supplier tells you everything you need to know about how markets actually process geopolitical risk: they do not.
the TSM +4.25% move is even more absurd. the thesis here is apparently "if china invades taiwan, TSMC fabs get destroyed or captured, but somehow this is bullish for TSM stock?" the only way this makes sense is if you believe the invasion threat accelerates the diversification premium - TSM arizona becomes more valuable as an insurance policy. which is reasonable, except that fab is still years from matching taiwan yields and produces maybe 5% of TSMC total output.
also SubterraneanAlien is right that this is 3-year-old news being recycled. the CIA has been briefing tech CEOs about taiwan risk since at least 2021. the NYT article adds some color but the actual intelligence assessment has not changed. the 2027 timeline has been floating around defense circles for years. nothing about this is new, which is exactly why the market shrugged.
the real trade if you genuinely believe china invades taiwan is not long TSM. it is short literally everything, because a taiwan conflict would make 2008 look like a minor correction.

All those analysts say 225+ for a long time. My TSM stock is doing great. Wish I had ASML. I'm not sure what price reflects perfection. Folks hate it when we use AI but love NVDA.
AI: As of late February 2026, the average analyst consensus on NVIDIA (NVDA) stock is a **"Strong Buy"**, with an average 1-year price target of approximately **$255 - $260**, representing a potential upside of over 30% from current levels near $190-$195. Over 50 analysts cover the stock, with the vast majority rating it a buy based on AI growth prospects.
Ai funding is a big issue. Msft and Oracle are in a kind of descent that is scary. The LLMs are under pressure and then there is china's future. At least we have Leatherman conducting.

Like I get TSM and ASML are must owns, but there comes a time where these guys will be the death of someones port, and its another one of those 10% juice left kind of situations.

During the dot com bubble, many of the companies without solid and consistent monetiziation plans were getting high valuations all based on potential. For many, the potential never panned out. Companies who had no business going public were doing so because they could sell the IPO high and there hope was try and cash out ASAP.
But the AI boom is different because the large majority of winners are long established companies with long track record of profit and success. AI has just given then a further runway. Remember during the pandemic there was a lot of chip shortage talk before the AI boom? It isn't just specifically AI market. It's also about the world going digital, electric, connected and "smart".
Look at your TSM AMAT LRCX ASML ADI AVGO SNPS CDNS KLAC TER MPWR - these stocks started their upwards trajectory way back in 2017-18-ish timeframe and haven't let up.

Nearly 60% of my portfolio is shared between NVDA, ASML, TSM, SNPS, and GOOGL. That's not by design. I've been holding since 2017-2019 and they used to make up more like 10-15% I've already sold enough NVDA to lock in my gains, so I'm fine letting it ride.
I don't mind the short-term turbulence. I believe in this sector long-term.

If you're interested in this, look into P/E ratios and other objective value metrics during the dot com bubble, and compare them to valuations now.
Look at specific sectors and different market caps (ex Google and MSFT and NVidia, NBIS and Coreweave, Figma and Bigbear AI, TSM and Monolithic Power).
Read some articles of better informed people than reddit.
Draw your own conclusions, and let us know what you find. We'll all be better informed for it.

I don't understand why TSM 395 is so much to ask for. I specifically requested it

100%, MU, AMAT, ASML, TSM, NVDA