TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

NVDA, MU, AVGO, TSM, SNDK, etc.... look at every one of them, it is the EXACT same story for each one.
Blowout earnings this year and even next year are already priced in. There is nothing surprising in the earnings report.
Semis are priced ATH for a cyclical product. They'll creep up from here but the market won't dramatically reprice them again unless there is evidence that semis are no longer cyclicals and should be priced as compounders, and that's not likely going to happen this quarter, or even this year.

Thanks. Bought a few TSM shares today at $410 using NVDA proceeds. A little high but insignificant over the long run.

This is 100% hypothetical: I am 25 years old and I’ve been investing in the market since I was 18. I have just over 92k in brokerage and I opened and maxed out my Roth this year so sitting around 7.8k today. In my brokerage acct the entire thing is individual companies, 24 holdings to be exact. I also DCA $50 a month into each of these, so I’m investing $1200 monthly into common stock. (Ex. Mag 7, AMD, CRM, AVGO, TSM, TTWO, etc). Not too many speculative companies, really just big tech powerhouses and a few fun companies like SOUN, SPCX, PL, DVLT. When I opened my Roth I took the long term etf approach and split the $7500 between 6 solid ETFs that I’m not going to touch, and I plan to max it and continue this strategy annually. Idk what to do about my brokerage situation since I’ve got probably 40k+ in cap gains since I’ve been investing in the companies for 5+ years now. I take the long term hold approach to everything I buy and I do not sell out of these positions. I’ve been slowly accumulating this for 8 years. Would a sane person stop the DCAs and just let the current positions ride, and then just invest the same $1200 monthly into

TSM **stock price** is not going to do well when INTC starts making chips for other companies just like NVDA has been flat since competition heated up. Having said that, TSM over 500 is still inevitable

kinda funny if AI ends up making chip designers easier to replace while making TSM even more valuable

TSM significantly contributed to my realized gains in 2025.
I exited my position early in 2026. Subsequently, I began accumulating more shares after thoroughly reviewing their fundamentals, order pipeline, and updated management guidance. The company upgraded its full-year revenue growth guidance to slightly above 40%. Despite this positive outlook, the stock's performance remains subdued due to the substantial capital expenditure required for new facilities and the initial scaling of next-generation 2-nanometer (N2) technology.
These factors are projected to reduce gross margins by 3 to 4 percentage points in the latter half of the year. Additionally, geopolitical risks and advancements in new chip technologies (a "deepseek moment" for chips) are influencing the stock.
Source: TheMarkets.
I discovered this platform, "TheMarkets.ai" (https://themarkets.ai/), which allows deep stock valuation - similar to institutional investors. I was granted free access through a referral....
Disclaimer: I have no affiliation... They qualify and verify new users before approval.

Is this saying because TSM is the supplier to AAPL, NVDA, MSFT, AMZN, META, GOOG etc?

$GOOG, $DRAM, $TSM

I full ported TSM a while ago and have no intention of selling

Better to buy Intel than listening to everyone saying to buy TSM.

Good point about China and WW3. If TSM is undervalued due to geopolitical risk, that's a risk I'm willing to take and profit from. Besides, TSM is building fabs in Arizona, Japan, and Germany. As those progress, that may de-risk TSM sufficiently that the risk discount fades over time. I think it's a bit of theater, because apparently there's a Taiwanese law requiring the newest, smallest node manufacturing to remain in Taiwan. But like you said, it's highly improbably China's going to invade due to the economic consequences.

If this happens, ARM is cooked too.
OpenAI Jalapeño was designed with AVGO but they used OpenAI Astra (probably, they said AI, I am assuming it’s this ) instead of getting ARM designs.
So, your thesis is correct. ASML, TSM will be winners.

I went big on TSM last year for this reason. At the end of the day, TSM makes a physical product and cannot be replaced by AI, whereas literally every other chip company other than Intel (which, come on, lol) does not and is susceptible to AI designing its own chips.

Buy TSM is similar to buying VOO

TSM is one of the safest AI plays. Whether it's asics or gpu's they all get manufactured by TSM. I've been buying anytime it dips.

TSM wins no matter who wins the AI race. I hold it and looking around at my other AI related holdings I’m convinced more and more I should concentrate my investments in it. As far as geopolitical risk, if China were to move it would spark WW3.

I think TSM has a huge moat in the sense that it would be very difficult to replicate what they offer. They're not a monopoly like ASML but function as a high margin toll booth. Some say CUDA is NVDA's moat; maybe it was at one point, but I doubt it is any more. I'm not dumping NVDA, but I'm interested in taking some profits and moving them into TSM.

TSM looks like a company full of really smart people, so I bought.
I think I'm pretty stupid and ignorant though, so I probably won't make good stock picks unfortunately.
Go TSM!
**waves pom poms**

Unless you’re talking KO, AMZN and I guess NVDA these days, most stocks aren’t long term as in set it and forget it for 5 years. TSM MU just need to be monitored, trim as they increase and after accounting for taxes, why not beef up a decent “safe” etf with 50% of this and then deploy the other 50% to something a little more speculative… or keep this in the sidelines for a dip or correction.

I just paid Anthropic that pays xAI that pays Nvidia that pays TSM. I am the new cash