TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Thanks for the list! Three of four that I ran earlier this month. TSM files as a foreign company (20-F), which my tool can't read. **AVGO** (price $339 as of Oct 15): 🔴 🟢 🟡 🟢 🔴 → doesn't pass my filter An exceptional business (return on capital 336%, FS-Score 9/10, revenue +24% last year), but at a 2.3% earnings yield the price assumes far more than my DCF's 8% growth: fair value $122 vs $339. **GOOGL** (price $333.90 as of Oct 21): 🟡 🟡 🔴 🟡 🔴 → doesn't pass At 26x operating earnings it's more than twice its industry median (12.0x). Even with 12% cash-flow growth for 10 years, the DCF lands 55% below the price. Financials are through June, and they report tonight, so I'll update after. **META** (price $703.23 as of Oct 21): 🔴 🟢 🔴 🟡 🔴 → doesn't pass Still very profitable (31% return on capital), but the FS-Score shows momentum slipping: return on assets fell from 22.6% to 16.5% and cash flow relative to assets from 19.6% to 12.6%. Financials are through June, before last week's results. None of the three is cheap by these measures. All three are great businesses, but my filter is about price as much as quality. Do these match how you see them?

If I was considering chips, I’d definitely invest in the ETF. I’m not currently in vested in chips, but have in the past. The problem with chips is that every company is always trying to build a better mousetrap. About 10 years ago, Intel was #1, selling for about $60 a share. The top chip spot then went to AMD, then TSM and for the last few years, Nvidia. Intel dropped to the teens and was on its deathbed when it made a comeback to almost 100 because of AI and the demand for chips. Knowing that someone is going to build a better mousetrap, I’d definitely do the ETF.

I'm buying some LRCX AMAT and KLAC CEG today. Maybe more TSM.

SOXQ. But I do hold TSM individually as well.

GOOGL, NVDA, ASML, KLAC, TSM All tied to AI rush, ASML and KLAC have full monopolies and TSM has a 70% monopoly in its sector. GOOGL and NVDA have maintained above 50% profits for a year, idc if that number cuts in half it is absurd for trillion dollar companies to make that much.

Worth remembering SMH is a concentrated, cap-weighted fund, so a big chunk of it rides on a handful of names like NVDA and TSM. That's great on the way up, but it also means the fund behaves more like a bet on a few chipmakers than on "semis" as a whole. If the concentration bothers you, SOXX spreads the weight more evenly. Either way, semis are cyclical, so long sideways stretches like this one are normal. Sizing it as a satellite next to a broad index core makes the drawdowns a lot easier to sit through.

TSM

NVDA, TSM and MU plus SMH, if you believe in AI for the long term. Just my 2 cents. Not recommendations.

Split it between TSM and ASML, both have a crazy moat and will be there in 10 years.

I like TSM long term but as someone above said, if it's too big a slice for your port then I say trim away. Gains are gains.

Depends how big TSM in relative to your overall portfolio. If you feel like it's gotten too big and you want to swap it out, then yeah trimming some can make sense. Nothing wrong with taking gains.

i’m holding TSM now and around 53% up right now. should i sell it and move it to ETF like VOO?. i feel like TSM doesn’t make significant move in the last 6month

Up 50% on my TSM Jan calls. Sell or nah? I’m thinking nah

$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