TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM. Downed almost 10%. Good bargain.

$TSM is a good one.

Lump sum entry is a trap right now with the VIX sitting between 20 and 26, so definitely stick to that 8 to 12 week DCA plan to smooth out your costs. You should max out your 2026 Roth immediately because tax free growth for 30 years is unbeatable and much more important than trying to time a perfect bottom. Your current stash of NVDA and AAPL means you are already tech heavy, so adding MSFT and TSM actually compounds that concentration risk. Trylattice is clutch for this because it lets you cross reference your portfolio against stock filings to see exactly where you are overlapping too much. Adding some defensive plays like UNH or a broad market ETF like VTI would give you the anchor you need while the market stays this volatile.

I think TSM is a good buy rn if looking 1 year out
Idk what I would buy calls on rn. Options are kinda cooked with IV
I will probs sell my entire AMZN position tomorrow to throw into TSM

Despite everything going on, AVGO just had great earnings and TSM looks like a great deal at this price.

So think might grab some TSM puts in the morning for when china decides we've exhausted enough resources

Google and TSM

Same I just bought recently when it crashed. Took profits from other positions like MU, TSM, and rotated in value. Which happened to include Msft at the time. Funny to say!! Also VZ was at 39.44 so I had to load into them as well paying a 7% dividend in a roth. Couldn't pass up some of these opportunities

​The "Slowdown" is a Myth: Look at the facts. Hyperscalers are signing three-year supply contracts with upfront prepayments. This isn't "hype" that's cooling; it's a supply chain locked in through 2026.
​Nvidia’s Pivot is Bullish for TSM: NVDA just abandoned the H200 "China-compliant" chips to fast-track the Vera Rubin architecture. This shifts TSM’s capacity to higher-margin, bleeding-edge nodes.
​Valuation Disconnect: TSM is trading at a forward P/E of ~25x while guiding for 30% revenue growth this year. Compare that to the S&P at 22x with fractionally lower growth. The risk-reward here is heavily skewed to the upside

So the Bloomberg and Reuters reports from March 5 sent semiconductor stocks lower, which is the correct first-order reaction. But I think most of the commentary is conflating two different questions: who gets hurt by this specific draft framework, and whether this changes the investment thesis for AI infrastructure.
On the first question: yes, if finalized as written, Nvidia and AMD face bureaucratic friction on their international order pipelines. That's real. The tiered licensing structure (under 1K GPUs = basic review, 200K+ = host-government security commitments) adds latency to hyperscaler orders in Europe and Asia. That's not nothing.
But here's what I think the market is missing: the draft explicitly exempts domestic U.S. data center demand. The hyperscaler capex cycle (AWS, Azure, Google) is overwhelmingly U.S.-centric in terms of build-out timing. Microsoft just committed $80B in data center capex for 2025–2026. That doesn't stop at the border.
More importantly, export controls on chip sales don't affect the companies that make the equipment used to manufacture chips. ASML's EUV machines are still going to TSMC to produce the chips Nvidia designs. AMAT, LRCX, KLAC supply process equipment to every foundry on the planet building advanced nodes. TSMC's 2nm capacity is fully sold out for 2026 regardless of what happens to U.S. chip export rules.
So the honest read is: controls are a headwind for NVDA and AMD international revenue growth. They're largely neutral or mildly positive for equipment companies and pure foundry plays like TSM.
Separately, the AVAV situation is more interesting than it looks. The stock dropped 17% on March 2 on SCAR recompetition risk. But SCAR revenue is \~6% of their FY2026 guidance. They just got a $186M Switchblade delivery order. And they're reporting Q3 earnings March 10. If the SCAR situation resolves and Q3 shows execution, the stock could recover meaningfully. If Q3 misses and SCAR confirms lost revenue, it's a different conversation. That binary setup is why we haven't added to the position.
Happy to discuss any of this further, curious what others are seeing on the export control framework specifically.

depends on your timeframe. if you are buying for 3+ years then ASML is the one i would look at first because they have a literal monopoly on EUV lithography and every chipmaker on earth needs their machines. the selloff is a gift if you have patience. TSM is the other obvious one since they manufacture for everyone and the geopolitical risk is already priced in more than it should be. for a more speculative play, LRCX and KLAC are the picks and shovels of the industry. avoid trying to catch the exact bottom. set a price you like and start a position, then add more if it drops another 10-15%. the semiconductor cycle is real and we are closer to the bottom than the top of this correction.

It's a good ETF but it's 30% NVDA and TSM, to which I already have large exposure.

\> decent ones focusing exclusively or predominantly on the semiconductor equipment manufacturers
Not only no decent ones, none at all.
Given what you said about NVDA and TSM, your best bet is CHPS.
AMAT, LRCX, ASML, KLAC and TER make up about 20% of it. Also about 5% each of MU, SK Hynix, Tokyo Electron and eight other non-US companies that are not in SMH. Also small bits of ALB and CRDO. NVDA, TSM and AVGO are there too but in only average percentages. Two downsides, not great volume and about 12% TXN/QCOM/INTC.

I lol-ed at the first post: That ONDS doesn't have factories.
Intel has chip manufacturing capabilities. AMD gave up on the foundry business and went to TSM. Who won the race in the end?
This post has the same vibes as: Don't buy ASTS because it diluted like 10 times since 2024. ASTS has even worse numbers on paper compared to ONDS but it will continue to print mad money for the traders and investors who play that stock.
Using the same logic, Nvidia would never have made it because they couldn't produce their own in-house chips, right?

Rather than switching, consider keeping some of both.
While my largest semiconductor holding is NVDA, I also own shares of AVGO, AMD, KLAC, and TSM.

I know there are a number of good and highly-recommended semiconductor ETFs. But are there any decent ones focusing exclusively or predominantly on the semiconductor equipment manufacturers? I already have a lot of exposure to Nvidia, TSM, and the like. Curious to see if anyone has any ETF that they like for the equipment manufacturers and why.

Broadcom ($AVGO) just posted a massive Q1 2026 earnings report, delivering record revenue of $19.3B, up 29% year-over-year, largely driven by the explosive demand for AI infrastructure.
The most striking part of the report was the AI segment. AI semiconductor revenue surged 106% to $8.4B, and management is guiding for even stronger numbers ahead expecting about $10.7B in AI chip revenue next quarter. They also mentioned having a clear path toward over $100B in AI-related revenue by 2027, which really shows how big this cycle could become.
The market reacted immediately, with the stock jumping around 5% after the earnings release, and honestly, it’s not surprising. The AI chip space is one of the few sectors right now where demand still looks almost insatiable.
From my perspective, this report reinforces something important: AI infrastructure is becoming the backbone of the next tech cycle. Companies aren’t just experimenting with AI anymore they’re racing to build the computing power behind it. And that means semiconductors remain right at the center of the opportunity.
Now the spotlight shifts to the next wave of semiconductor earnings:
Micron Technology ($MU) — March 18
Taiwan Semiconductor Manufacturing Company ($TSM) — April 16
Intel ($INTC) — April 23
Broadcom ($AVGO) — June 4
Personally, I’ll be paying close attention to these reports because they’ll help confirm whether this AI-driven demand is spreading across the entire chip supply chain or still concentrated in a few players.
For traders who mainly operate in crypto but also want exposure to AI-driven stock moves, Bitget are making it easier to access both markets in one place.
Curious what others are watching here what’s your play in the semiconductor sector right now?

It all depends on how all of this plays out with AI infrastructure (and the global economy). The current political impact is hitting most stocks pretty hard right now. I’m holding with TSM and riding out the storm. Each time a data center partnership is created, TSM wins. This is a long game. I might buy more shares if it keeps dipping, so I don’t think the stock is overvalued.