TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

TSM took a lil $10 ride down AH too

If he wants to tilt away from tech, TSM wouldn’t be the best IMO. It sways heavily with how tech performs

TSM offered him the CEO role when Morris Chang was retiring

The hyperscalers have cancelled all of their orders and TSM is closing its doors, pack it up boys, back to boomer stocks

TSM probably doesn't appreciate Jensen potentially leaking information to CCP.

My guess is Nvidia board fires him tonight and puts Colette in as interim CEO. Then they spend next month finding permanent CEO. Allows them to weather congressional storm by distancing themselves from him immediately. The medium to long term implication is Jensen will start a new semiconductor company and will get hundreds of billions thrown at him which will allow him to recruit top engineers and secure allocation from TSM and potentially Intel and SpaceX if they can deliver.

TSM doesn’t care about Jensen. Theres only one company on the planet now guaranteeing purchase orders in the hundreds of billions.

If TSM keep's their wafer allocations

|Symbol|Last Price|Change (%)|Market Cap|52-Wk High|52-Wk High Chg %| |:-|:-|:-|:-|:-|:-| |[TXN](https://finance.yahoo.com/quote/TXN/)|309.81|\+3.01%|283.095B|334.03|\-7.25%| |[ADI](https://finance.yahoo.com/quote/ADI/)|409.08|\+4.01%|198.226B|445.91|\-8.26%| |[TSM](https://finance.yahoo.com/quote/TSM/)|413.35|\+4.25%|2.143T|487.47|\-15.22%| |[AMD](https://finance.yahoo.com/quote/AMD/)|552.90|\+7.51%|906.804B|658.52|\-16.04%| |[SMH](https://finance.yahoo.com/quote/SMH/)|506.96|\+4.94%|\--|671.83|\-24.54%| |[NVDA](https://finance.yahoo.com/quote/NVDA/)|173.73|\+2.88%|4.195T|243.37|\-28.61%| |[SKHY](https://finance.yahoo.com/quote/SKHY/)|142.25|\+9.75%|1.003T|199.87|\-28.83%| |[SOXX](https://finance.yahoo.com/quote/SOXX/)|155.49|\+6.07%|\--|218.65|\-28.93%| |[AVGO](https://finance.yahoo.com/quote/AVGO/)|345.22|\+4.22%|1.648T|495.00|\-30.26%| |[QCOM](https://finance.yahoo.com/quote/QCOM/)|176.15|\+1.51%|188.93B|259.92|\-32.07%| |[MU](https://finance.yahoo.com/quote/MU/)|811.30|\+12.07%|917.924B|1,255.00|\-35.35%| |[MCHP](https://finance.yahoo.com/quote/MCHP/)|62.13|\+2.98%|33.813B|105.91|\-41.34%| |[DRAM](https://finance.yahoo.com/quote/DRAM/)|44.94|\+10.58%|\--|81.34|\-44.82%| |[ON](https://finance.yahoo.com/quote/ON/)|73.62|\+5.76%|28.659B|134.92|\-45.43%| |[AMAT](https://finance.yahoo.com/quote/AMAT/)|395.94|\+6.28%|313.534B|739.67|\-46.59%| |[KLAC](https://finance.yahoo.com/quote/KLAC/)|161.01|\+5.24%|209.79B|307.37|\-47.62%| |[MRVL](https://finance.yahoo.com/quote/MRVL/)|168.80|\+9.75%|151.88B|329.88|\-48.83%| |[ARM](https://finance.yahoo.com/quote/ARM/)|203.36|\+12.05%|217.595B|452.70|\-55.08%| |[INTC](https://finance.yahoo.com/quote/INTC/)|62.50|\+7.48%|332.023B|142.35|\-56.12%| |[SNDK](https://finance.yahoo.com/quote/SNDK/)|979.84|\+13.86%|139.115B|2,354.39|\-58.47%|

TSM calls because they still need those semiconductors?

TSM is planning to sell memory in the future? Ugh, I wish I had bought EVEN MORE TSM back when it was down to $360 recently.

Jensen was hiding an entire TSM fab and ASML EUV machine inside his laptop. It's like the police box from Doctor Who.

>The margins may be higher than ever, but the market seems unconvinced that they will last beyond the next year or two In general terms, margin improvement is good. It means you've found ways to more efficiently produce and sell your goods and services, and collect more profits. If you look at NVDA, their margins are about steady, yet their revenue and profits are soaring. What does it mean? It means they are selling more product, able to maintain the price, and there is both true and increasing demand. If you look at the memory makers wha do you see? Margins, revenues and profits are all soaring? But what does it mean? These companies are still expanding production capacity. For the most part they are selling same number of units. So the reason why all 3 metrics are going up together is simply because they are gouing the price. Going back to NVDA case; they can produce and sell more units and still maintain margin. Historically, memory and storage prices go down when there is more supply. When their new fabs come online, there will be more supply. So the matter becomes will 3 decades old commodity products retain pricing power when supply increases, bucking their forever trend? People are going to say things like you can't have AI datacenter without energy, network, storage, memory, server and the GPU. Sure all of that is true. What is also true is most of those components are considered commodities - you can buy equivalent options from multiple vendors. NVDA is not considered a commodity because it has CUDA. CUDA is the framework on which AI was developed past 10 years. It would be feasible to replace over the long run, but certainly not in the short to mid term. As such, if you need GPU, you need NVDA, and they can produce more and maintain margin. The reality is the more memory makers try to gouge on pricing, the more they encourage companies to seek alternatives. Check your news cycles; TSM is considering entering memory fab market. I know there are lot of of memory bulls on this sub who don't want to believe this. But I'll just say all of Wall Street has priced the multiples this way - it isn't just little ole me. Disclosure: I own some DRAM because I do believe the memory makers will remain highly profitable for the next 2-3 years minimum. But I do not make it a core position because there is too much uncertainty. I do hold a core position in NVDA.

Absolutely no way any of them 3x in 18 months. MU would be bigger than TSM if that happened. The peak pricing power for this memory cycle is done. 10x is just a completely fake number.

bro why is my TSM and AMD recovering way faster than my MU and SNDK

AMZN is really cheap, to the point where excellent AI growth can more than make up for the ads business, but I concur. I have a good amount of semis so I'm happy, but less than I ought to have, especially TSM.

«**HSINCHU, Taiwan, R.O.C. – November 10, 2026 -** TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026: On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion, an increase of 14.7 percent from September 2026 and an increase of 59.7 percent from October 2025. Revenue for January through October 2026 totaled NT$4,485.62 billion, an increase of 43.3 percent compared to the same period in 2025.» https://pr.tsmc.com/system/files/newspdf/attachment/382be7eb993b44afd73aa6fbcf92ac792433c7d1/October%202026%20%28E%29\_final\_wmn.pdf

part of the reason why semis are up is TSM posted their monthly report and their numbers were still going up by double digits. Buy when there's fear

Fking love Taiwan, $TSM 🚀🚀

I'm really hopeful that NVDA calls are a great long-term play from here. But I'm also really resentful that I sold my TSM calls that I picked up at like 360 & 365 and sold all too quickly. A gain, but it would be huge by now. Meanwhile my account is tied up hoping NVDA doesn't explode. I'm so dumb, but so smart (but so so dumb)

TSM, I was up 50% just a month or so ago. But still a strong company and still up.

Two things: 1/ Generally, where there is smoke there is fire. If Jenson is willing to cheat on his wife, what other stuff is he cheating on? 2/ The big players like Amazon, Google are designing their own chips at a substantial cost reduction. The magic is TSM, not NVDA.

My portfolio is 95% TSM. Just 11 shares and 4 calls of NVDA. But if you look at TSM is not even being affected by this NVDA news, so they know it's all some sort of bullshit going on, nothing else.

Could have just bought a call option with a year expiration. Say 180 strike price. Cost you 2500 roughly. But you have a year to hit that price. It probably will hit it before 17th and if you cashed out then, you make 500. If it doesn't, you have a year left minus a week. You could hold it til this shit passes over. Say it hits 225 in 3 months....you make between 3100 and 3400 net after feels. Options are interesting. Just did a tsm call with expiry the 20th nov and strike 400. I'm crazy but TSM is crazy good stock. I made about 750 on one contract and sold before the strike was hit due to the theta stuff.

This is a wrong assumption because NVDA does not actually produce their products. For a cheaper option to become available you would need to secure contracts with a fab, a huge moat to get over. Once you have the proof of concept you will also need to secure enough production to have a large impact on the market. TSM is booked through the end of the decade. I don’t deny that it will happen but I would say it is much further away than you imply.