TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

$TSM is reportedly getting ready to raise prices on CoWoS advanced packaging by up to 20%, according to Taiwanese media.

TSM bby why you gotta do me dirty at close like that

TSM going outta business

Quick cross-check on how Congress has been positioned in this trade, from House and Senate transaction filings since Aug 1 (ranges as printed): * **NVDA:** 5 sale lines from 4 members (Booker, Whitehouse, Meuser, Cisneros) vs 1 purchase (McGuire) * **MSFT:** 8 sale lines from 6 members vs 4 purchase lines from 3 * **TSM:** 3 purchases (Fields, Cisneros, Allen), 0 sales * The President’s latest OGE 278-T also lists an **NVDA sale of $500K–$1M** dated Aug 21. It’s a small sample, and the filings show what and when, not why. Plenty of it is probably rebalancing. Still, if $2.1T of data center capex is real, it’s interesting that the buying is at the fab level, not the GPU or hyperscaler names.

[ASML](https://www.onvista.de/aktien/ASML-Holding-ADR-Aktie-USN070592100) - ASML Holding (ADR) 📃@1430,00€(+2,88% 🤑) · Ex-Dividende [TSM](https://www.onvista.de/aktien/TAIWAN-SEMICONDUCTOR-MANUFACTURING-CO-LTD-Aktie-US8740391003) - TSMC Taiwan Semiconductor (ADR) 📃@382,00€(+2,69% 🤑)

**Dienstmeldung:** Hab heute auf Grund von Kapitalbedarf für wirtschaftsfördernden Konsum in mit meiner Langfristdeponie $ASML und $TSM mit +250 respektive +300 Prozent Gewinn verkauft. Ihr könnt also wenn man mein Händchen für das Zeiten des Marktes kennt davon ausgehen, dass die Großgehirn-Blechkastenamigo-Blase so schnell nicht platzt und Halbleiter vorerst weiter nur nach oben gehen. Dankt mir später 😌

NVDA and TSM might be ok from here.

Yea, there is enough on the company and the cyclic nature of the industry that I am tepid on TSMC at current prices/value - [https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins](https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins) There is a 15-20 percent premium on margins right now - and thats not a sustainable state for them. It makes the CapEx spend look brilliant, but the stock price reflects the current insanity. It will come down and then TSMC has a lot of value and is a long term hold.

No no no 😀- AVGO or NVIDIA. TSM. Maybe less existing but way safer. If you must gamble - AMD all day

Google. All big tech is starting to make their own chips for AI compute. If you want to buy shovels, buy TSM or ASML instead of Nvidia.

I like AMD. It’s my second highest percentage profit stock behind TSM. It was part of my weekly purchases for a while. Now that I have a decent amount of shares and 200% gain, I am fine just having AMD be part of the 4% allocation in VGT. I think AMD will continue to do well. I would buy more if there was a significant drop. I’d definitely pick it over Intel. Right now I’m currently watching AVGO, GOOGL, TSM, and ORCL for any large purchases. They’ve had decent pullbacks. I’m heavy in tech because I’m 32 with a $510,000 401(k) that’s entirely in FXAIX. That’s my “safe” investment.

You can go 85% VT and 15% IXN. Prefer IXN over VGT/XLK as it's global and has TSM and other Intl Tech stocks. QQQM is also decent option which is more diverse and not really pure Tech.

Micron is already dumping massively and likely will never see its ATH ever again. TSM is still holding up surprisingly well. The SaaS stocks like NOW could dump at any moment but for now it probably makes sense to stay long (panic sell if they suddenly go vertical and never look back). At least those are all profitable unlike those other 3 that are effectively just meme stocks. Meme stocks can make you money but you really don't wanna hold them too long after they go parabolic.

Getting advice from reddit is the same. Im doing well with NOW, TSM, and Micron but currently a loser with SLS, HOVR, ASTS, and a few others