TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

TSM

ASML sells machines to TSM who sells wafer production capability to NVDA who sells GPU to customer.

Bought some AMZN and TSM. Sold my APP on the pop. Should have held another day, but the cash was put to good work

Why not TSM?

I am only buying NVDA, TSM and NBIS and up on all 3 positions with a cash pile in case I get lower. I am a good gambler

I don’t have any cash which is driving me nuts. Would be backing up the truck on NVDA, TSM, and WULF big time

Update after today's recovery: |Symbol|Company Name|Last Price|Change (%)|Prev Close|Market Cap|52-Wk High Chg %| |:-|:-|:-|:-|:-|:-|:-| |[TXN](https://finance.yahoo.com/quote/TXN/)|Texas Instruments Incorporated|278.46|\+0.11%|278.15|253.576B|\-16.97%| |[ADI](https://finance.yahoo.com/quote/ADI/)|Analog Devices, Inc.|363.56|\+0.83%|361.01|176.169B|\-18.47%| |[TSM](https://finance.yahoo.com/quote/TSM/)|Taiwan Semiconductor Manufacturing Company Limited|375.68|\+6.39%|353.10|1.946T|\-23.03%| |[NVDA](https://finance.yahoo.com/quote/NVDA/)|NVIDIA Corporation|187.32|\+3.15%|181.60|4.507T|\-23.31%| |[SMH](https://finance.yahoo.com/quote/SMH/)|VanEck Semiconductor ETF|465.00|\+3.86%|447.73|\--|\-30.94%| |[AMD](https://finance.yahoo.com/quote/AMD/)|Advanced Micro Devices, Inc.|449.15|\+11.06%|404.40|736.465B|\-31.81%| |[QCOM](https://finance.yahoo.com/quote/QCOM/)|QUALCOMM Incorporated|165.00|\+5.26%|156.75|176.989B|\-36.36%| |[SOXX](https://finance.yahoo.com/quote/SOXX/)|iShares Semiconductor ETF|136.79|\+3.71%|131.90|\--|\-37.56%| |[AVGO](https://finance.yahoo.com/quote/AVGO/)|Broadcom Inc.|295.04|\+1.20%|291.53|1.402T|\-40.67%| |[MCHP](https://finance.yahoo.com/quote/MCHP/)|Microchip Technology Incorporated|58.35|\-10.02%|64.85|31.685B|\-44.91%| |[MU](https://finance.yahoo.com/quote/MU/)|Micron Technology, Inc.|694.84|\+5.86%|656.39|780.682B|\-45.02%| |[ON](https://finance.yahoo.com/quote/ON/)|ON Semiconductor Corporation|63.31|\+0.49%|63.01|24.646B|\-53.08%| |[KLAC](https://finance.yahoo.com/quote/KLAC/)|KLA Corporation|139.44|\+7.43%|129.80|180.447B|\-54.94%| |[AMAT](https://finance.yahoo.com/quote/AMAT/)|Applied Materials, Inc.|334.38|\+4.74%|319.25|264.042B|\-55.02%| |[MRVL](https://finance.yahoo.com/quote/MRVL/)|Marvell Technology, Inc.|141.98|\+6.31%|133.55|127.047B|\-57.20%| |[INTC](https://finance.yahoo.com/quote/INTC/)|Intel Corporation|56.54|\+8.21%|52.25|299.128B|\-60.46%| |[ARM](https://finance.yahoo.com/quote/ARM/)|Arm Holdings plc|175.29|\+5.14%|166.72|186.843B|\-61.43%|

I’m camping out on my positions, and may even buy more AMD, Intel and TSM while the prices are down. I’m also going to free up some money for the Anthropic IPO. The only thing that has ended is the irrational enthusiasm for AI plays.

We'll see. For the record I only own $SKHY and $CAT that I added yesterday. Now my entire $VXUS port got wrecked yesterday since world ex US ETFs are now the same as semi indexes I guess. Just wait until reddit discovers the $QQQ is basically a $MAGS index. But that's also why $CAT and other electrical equipment stocks have been getting wrecked. I should have added $TSM, $JCI, Carrier Global, and Lennox as stocks I will buy next. AI is the future and Robotics will be next. We are not going back to 2019 anymore than we will go back to 2003. That genie is out of the bottle and we have entire countries that are all in that have their printing press to finance this cap ex build out.

Thanks, I have not seen that, I am in and out today with projects. Interesting request however. A lot of overlap and I am sure TSM could do it if they wanted. Until recently, not much margin in memory.

I think they can design them but not make them. Hence TSM is the actual part of the cycle they can’t clone yet.

Tex you see the news on NVDA asking TSM to make memory chips. A bearish sentiment for MU but not something that happens overnight deff a few years. Flip side is that it shows how much memory is needed.

Mostly ETFs or index funds. Of all my investments, I've got under 5% in individual stocks that I'm trying to liquidate, but don't want to pay taxes. The only chip stock is TSM, and I only own about $7k currently (transferred most of it to a DAF earlier this year to dump it). I've tried to diversify a little away from the S&P 500 by shifting some to total market funds (still heavily S&P 500, but the extra 20% in small caps makes me feel less hostage to the magnificent 7 or whatever you want to call them). I've got about 20% in international funds.

QCOM’s price reflects them losing the iPhone business. They’re trying to pivot to AI data centers to recoup the imminent lost business, but that’s no guarantee. NVDA, TSM, and AVGO are all at really attractive prices imho and I bought a bit of all of them yesterday near close of market.

NVDA KLAC LRCX TSM ASML AMAT AVGO are my faves

TSM to make memory chips rip my port

Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/2118706713276670261) >ANTHROPIC IPO VALUATION SLASHED AFTER AI SELLOFF > > > >Anthropic’s potential valuation has fallen from as high as $2 trillion to $1\.2–$1\.3 trillion amid a historic tech rout\. > > > >Yet prediction markets still price a 79% chance of an IPO announcement before February 2027, despite growing concerns over a del… > >[\[Twitter Image 1\]](https://pbs.twimg.com/media/HWcohCiXMAAz-CN?format=webp&name=large) Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2118706940205482058) >TSMC [$TSM](https://www.tradingview.com/symbols/TSM) IS CONSIDERING MAKING ADVANCED MEMORY CHIPS FOR THE FIRST TIME > > > >TSMC recently started drawing up plans to make 3D DRAM, an advanced type of memory chip, at the request of Nvidia, its biggest customer, per The Information\. > >[\[Twitter Image 1\]](https://pbs.twimg.com/media/HWcosf8WgAAIk3l?format=webp&name=large)

A forward P/E chart of semis went around yesterday (ARM at 71x, all the way down to MU at 4x and SNDK at 3.5x). I wanted to flip the question. Take today's market cap and trailing free cash flow: how fast does FCF have to grow every year for the next 10 years to justify the price? Reverse DCF, 9% discount rate, 10 years of growth, flat after that, closing prices from Nov 5. | Ticker | Fwd P/E | FCF growth the price needs (per year, 10 yrs) | |:--|--:|--:| | ARM | 71.3x | 39% | | INTC | 39.1x | n/a (negative FCF) | | AMD | 30.4x | 32% | | MRVL | 24.9x | 31% | | ASML | 21.9x | 18% | | KLAC | 21.7x | 20% | | LRCX | 19.1x | 21% | | AMAT | 18.7x | 20% | | AVGO | 17.5x | 22% | | TSM | 17.0x | 21% | | QCOM | 15.5x | 9% | | NVDA | 15.5x | 20% | | MU | 4.0x | 2.6% | | SNDK | 3.5x | below zero growth | What stood out to me: - NVDA and QCOM both trade at 15.5x forward P/E. NVDA's price still needs about 20% FCF growth a year for a decade, QCOM's about 9%. - The equipment makers and TSMC sit close together at 18 to 22%, while their P/Es spread from 17x to 22x. - MU needs 2.6%. SNDK trades below what zero growth would justify. So the 4x P/E isn't the market forgetting about memory, it's the market expecting peak-cycle earnings to fade. Buying MU here is a bet on how long the cycle holds. Limits, before anyone reads too much into it: - Trailing FCF. For fast growers like NVDA it lags, for MU at peak margins it flatters. - Stock-based comp isn't deducted, which makes ARM, AMD and MRVL look better than they are. - Market cap, not enterprise value, so net cash and debt are ignored. - Zero growth after year 10 is conservative and pushes the implied rates up. - Same 9% discount rate for everyone. At 10% every number goes up. - INTC has negative FCF, so no number. Not investment advice, just a different lens on the same chart. For memory names right now, do you think trailing FCF or forward earnings is the fairer basis?

Did you read the post? TSM, KLAC, NVDA, ASML. They are at the center of everything

Fuck you $TSM I stop loss and you fking pump!?

What I’m doing is if I have capital I’m going deep into picks and shovels. If you want to play it safe go with high quality names like NVDA, KLAC, TSM, SOXX. Look at MSFT and AMZN. They are near 52 week highs for one reason: THE NARRATIVE SHIFTED. What happens when the narrative shifts again? Go where the puck is going. Not where it is today

While it is great to check online websites like reddit for fun it would be sad to see people base their entire decisions behind an unverified username. Now, there is something called the "news" and it does affect stock prices. However if you do actually believe that AI is a "Bubble" that suddenly the need for more data centers will suddenly cease and TSM is going to abort building another 5 manufacturing sites as stated in their financial report then you might as well tell me robots will stop being developed. I am trying to keep this primary school level, this way even the 7 year olds commenting can luckily scroll through some sounds advice. Your weekly market orders that progressively build your long term portofolio should fill at a sweet spot today and if you had the faintest idea of building your own stock screener based on SEC data you might also blissfully realize that MU is pretty cheap right now. God bless you internet.

Don't forget TSM -27.3% (485.8  -> 353.1)

Bought VGT at $106 tumagos ang limit buy ko. Also added to TSM NVDIA AMD

Not really i had own these stocks (NVDA and INTL) for over 10 years. TSM for over a year. I have made my returns. All the splits and dividends. I no longer need that risk with no voice. I got lucky. There are many over stocks i can invest in. Just might join some venture capitalist groups and invest in small start up companies where i have a voice.