TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

GPU chip manufacturers like TSM pivot frequently, so Nvidia etc can take advantage of the new technology, lower NM chips, however for memory it's a different technology that requires a lot of buildout and it's less useful outside of memory, so only a handful do it, so when there's a crunch, they become the only ones capable, but it could be like 8 years of decreasing profits... They're closer to hard drive manufacturers... Big companies aren't trying to get into the hard drive or memory game, as frequently it's a race to the bottom.

I’d let it cool, RSI is 90. CrowdStrike, Palo Alto, Tesla, TSM and Nvidia all have a lower RSI and look like they can move much more

SMH is an incredibly unique ETF that's basically the only sector ETF that is a good idea to hold long term.
* Best performing non-leveraged ETF of the last 20 years
* Nearly every company in it has strong leadership and financials
* The sector itself is somewhat unique in the fact that it's a bunch of tech companies that also functionally behave like commodities sometimes simply due to how essential their hardware is
* Adding to the above, their hardware is and will continue to be critical to the majority of computing devices for decades at least, barring some massive fundamental change to the very architecture of tech devices
* the moat these companies have is borderline insurmountable. It takes like 5-10 years just to get a single chip factory up and running
* It's just a great diversified way to hold a huge stake in MU, NVDA, AMD, TSM, etc. All that good stuff without the massive volatility and downsides of things like trying to time an entry on AMD for example (look at the past few years)

Apple and Intel have reportedly reached a preliminary agreement that would see Intel make some chips for Apple devices.
If completed, the deal would be the most notable vote of confidence yet for Intel's once-struggling chip foundry business.
Apple currently relies on Taiwan Semiconductor to make all the most advanced chips for its devices.
Should INTC also get their iPhone chip business away from TSM (which I think considering the Geopolitical environment we are in), then LONG INTC and SHORT TSM for sure.

This reminded me that I bought TSM in 2015 with the same theory… and sold right before it took off.

Simultaneous $MU and $TSM flows back on March 31st, totaling $65M and $55M in premiums respectively. ...

Impressively regarded not to watch Sony this week to get in. We got a TSM partnership in Japan and share buy backs announced. Bet that bid gets strong.
https://preview.redd.it/6pgwwuztw00h1.png?width=1169&format=png&auto=webp&s=fc4349fbba26df12f8c568585450e2912aa7ec9f

I am getting a little skeptical on AMD and AVGO, but I think NVDA could still grow...25-30% this year.
We'll have to see if the Rubin projections of 1.5M revised down from 2M 2nd half of the year due to supply constraints from Micron, SK Hynix and even TSM is accurate, but seems to be the consensus. That's... a big difference. Also have to see if companies are willing to pay 100K for the R100. At some point NVDA's not going to be able to just keep raising prices.
Some good news with regard to China would be nice though.

AMZN GOOG ASML TSM META NFLX RBLX PANW BRKB

And they are sharing their toys with TSM.
On May 8, 2026, Sony Solutions announced it had signed a non-binding memorandum of understanding with Taiwan Semiconductor Manufacturing Company to form a strategic partnership for next-generation image sensors. The companies plan to establish a joint venture, majority-controlled by Sony, to develop and produce sensors at Sony’s new fab in Koshi City, Kumamoto Prefecture, combining Sony’s sensor design capabilities with TSMC’s process technology.

Dont forget about his short investment in TSM before it rocketed!

I’m hesitant to make this post as intuitively I recognize this is an individual choice and no one other than me can decide but I am feeling very unsure as a very amateur investor.
Last May I decided to jump into individual stocks after contemplating this for many months. I ended up buying AMD, Rocket Lab, Alphabet, TSM and Bloom Energy. I was very fortunate with timing but my Bloom Investment absolutely exploded. I guess I am looking for advice on how others decide when to sell/take profits. Any advice is appreciated. Thanks.

Smart money knows China is going into Taiwan next year. you just gotta read between the lines. After that no more TSM chips, as Taiwan government has C4 planted on all their Fabs and a finger on the detonator trigger.

Holding. Intel is living off govt cheese, hope, and deals that haven't even been signed.
News of Apple seeking Intel also dropped TSM, picked up more on a discount. Means more capacity for other customers that command higher margins.

Still time to get in IMO. ASML KLAC NVDA TSM even MU. Just don't get greedy. Take profits. Good luck to us all, bruh.

My largest positions are Google, Apple, Amazon, MSFT and TSM and I‘m barely even green today while the Nasdaq is up 2%…this market is absolutely insane. A few barely part of the Nasdaq companies are carrying the entire index every. single. day. MU, Intc, Qcom all up 10+% every. single. day. Insane.

INTC adds 100Billion marketcap because of the Apple deal and TSM doesn’t lose any marketcap. The math ain’t mathing

3 more years. Personally I own FSELX from Fidelity, which is basically the same, w/o TSM.

hi! I am a 20M college student with a part-time job. I plan to be in school till my PhD so it will be some while until I have a high paying full-time job. I have been investing for 2 years now (my mom made me open my brokerage account when I turned 18) and she gave me $500 to invest. ever since then, by earning for myself for about 2 years now, I have been able to reach a portfolio value of \~$5K through monthly contributions of my own. it’s not a lot but I am slowly adding to it. I am fortunate that my college costs are taken care of by my parents and so I will graduate with no debt.
I have been advised to open a Roth IRA but I honestly don’t make enough yearly to contribute entirely and I don’t know much on how to get started there or if it’s useful for me at the moment.
I expect to make roughly 9K this summer from an internship and did consider putting lump sum into my portfolio but then comes the question of whether it’s better off for me to use that money for myself or to be a little frugal and put it all into my investment account. Need for HYSA? emergency account?
one of my doubts was whether I am too aggressive in my strategy and if I should pull back so that I don’t experience much volatility. my picks have only been broad tech (FTEC) and semiconductor companies (AMAT, TSM, ASML, AVGO, LRCX, KLAC) along with a general SPYM ETF and a little bit of VXUS and BRK.B. Yes, I am aware of the overlap in my portfolio and I decided I am okay with being concentrated in a few companies.
But I am open to hearing ways in which I could learn whether my strategy is ill-informed or if it requires tweaking. Please feel free to critique my choices, most of you have been in the market longer than I have.
thanks and happy Friday!

TSM is developing a new factory in phoenix arizona fyi