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Taiwan Semiconductor Manufacturing Company Limited (TSM)

NYSE - NYSE Delayed price. Currency in USD
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116.05+1.72 (+1.50%)
At close: 4:00PM EDT
116.60 +0.55 (0.47%)
Pre-market: 09:05AM EDT
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  • G
    Greg
    CONTRARY TO THE SCHILL AT MORGAN STANLEY, THIS VIEW SEE'S HIGHER PRICING AND TSM'S DOMINANCE TO CONTINUE!!!

    TSMC’s chip dominance is expected to continue as it plans $100B expansion

    The bigger picture: While several chip manufacturers are building chip factories in the US, the scale of investment pales beside TSMC’s planned expansion, which will cost $100 billion over the next three years. TSMC’s investment is a quarter of the entire industry’s capital spending per VLSI Research. Investments matching or surpassing TSMC’s planned expansion are needed to create a more diversified microchip fab industry.

    The global chip shortage is starting to push up prices of items like laptops, displays, and printers and could make smartphones and cars even more expensive. PC manufacturers like Asus and HP have already started to raise prices by as much as 8%, while printer prices have gone up by 20%, per StockXpo. Pricing is also going up for new vehicles, even as carmakers are producing fewer units because of the chip shortage.

    https://www.emarketer.com/content/tsmc-s-chip-dominance-expected-continue-plans-100b-expansion
  • j
    john
    I am currently at 117. Should l add more to average it out? What is happening? What the drop all of the sudden?
  • J
    John
    42% operating income and 38% net income on steadily rising revenue, stay long.
  • X
    XFrank
    I wonder who is selling this stock, unbelievable... very strong company, wide moat, market demand of its products on fire, decent price... this is a strong buy on my book.
  • G
    Greg
    Coverage initiated by Jim Kelleher at Argus research PT... $150.00

    Taiwan Semi... Buy... $150.00... 31.20% (Upside)... Initiated Coverage Today
  • G
    Greg
    TSMC Receives 13k Job Applications For U.S. Chip Plant – Is An Expansion In Play?

    The Taiwan Semiconductor Manufacturing Company's (TSMC) plans to build a chip manufacturing facility in Arizona might have more to them than meets the eye. Taking stock of TSMC's public announcements, the fab will invest $12 billion in Arizona over the course of the next few years, with the facility set to produce semiconductors on the 5nm process node in 2024.
    However, several rumors have hinted that TSMC is considering going beyond the initial scope of its announcements. Now, job applications for the seventeen posts open for TSMC's Arizona hint that perhaps something larger might be afoot, a fact that bolstered by the company hiring a decades-old Intel Corporation human resources and recruiting veteran for the Arizona plant at the start of this year.

    https://wccftech.com/tsmc-receives-13k-job-applications-for-u-s-chip-plant-is-an-expansion-in-play/
  • A
    Anonymous
    This my biggest mistake so far. I put all my money at 235. I do not know what to do now and I have been trying to be patient but it is very hard. I lost confident in this stock. I do not care how good this company is and I know you can call it the most important company in the palnt etc but if the stock is performing the way it has been since March then is not good company for investor. I am not resercher or scientist etc. I care if the stock is doing when.. I do not care what you produce or sell. So mentally tired. I knew the new top target is 220. My gut feeling, it wont pass that no matter how many years I need to wait.. so mentally tired I can not even finish this without feeling the sharp pain and depression that this stock caused me. Not fair.
  • K
    Kees
    Good news for TSMC regarding more COVID 19 outbreak:

    'TAIPEI, June 20 (Reuters) - Taiwan reacted with an outpouring of thanks to the United States for shipping 2.5 million COVID-19 vaccine doses to the major semiconductor-producing island, more than doubling its arsenal as it deals with a rise in domestic infections.'

    Hopefully, this stock will rise back to the 130 soon.
  • J
    John
    l bought again 20 shares at $114, place standing orders on :-
    $113 x 20
    $112 x 20
    $111 x 20
    $110 x 20
    $109 x 20
    $108 x 20

    l shall keep buying till $70. Want to keep for 5 years or only sell over $300.
  • H
    H
    Starting a position today, this is going to to be a huge monopoly in time. Barrier to entry to compete is extremely high, the second largest chipset maker is even giving 20% of its business to TSM.
  • A
    Andersonjj
    WiMi Hologram Cloud Inc.
    $WIMI $TSM $CCIV It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
  • J
    Julie C.F.
    Long "HOLD" due to it's long history strong solid business model. The stock price might be sitting at a higher price level, but it doesn't affect how I invest in this company long term. You'll never regret to invest in a competitive company. Instead, you should do your own diligence and figure it out why this company worth a high price value. TSM is the top 10 world's most valuable technology companies in 2021.
    https://fxssi.com/most-valuable-tech-companies
  • L
    Larry
    CNBC guest investment advisor just chose TSM as top semiconductor pick right now. $125 next week...Will surpass all-time high of $140 by end of summer
  • G
    Greg
    Could this be interpreted that the Arizona plant may beat the original time line they gave, it's too soon to make projections, but HEY... we can hope can't we!!!
    Also FWIW, the Morgan Stanley downgrade is IMHO pure Market Maker BS, TSM has already committed to spending 100 BILLION over the next 3 years, South Korea has also Commited $450 Billion to try to Dominate the sector, these companies and countries are not committing a half a TRILLION dollars if they don't expect to see an ROI and yet some ANALyst… at M.S. downgrades the hottest sector that has a worldwide expansion of semiconductors in its future, I don't think so, something stinks and I think its M.S.

    June 1, 2021
    TSMC Says Construction of Arizona Chip Plant Is ‘Well Underway’
    https://www.bloomberg.com/news/articles/2021-06-01/tsmc-says-construction-of-arizona-chip-plant-is-well-underway

    June 21, 2021
    TSMC to start equipment move-in at Arizona fab as early as mid-2022
    https://www.digitimes.com/news/a20210621PD210.html

    And lastly for those that bought in to TSM looking purely for a momentum play…
    June 21, 2021
    Why the world is short of computer chips, and why it matters
    https://www.nationthailand.com/business/40002253

    GLTA
  • G
    Greg
    TSMC’s chip dominance is expected to continue as it plans $100B expansion
    https://www.emarketer.com/content/tsmc-s-chip-dominance-expected-continue-plans-100b-expansion
  • h
    highlander
    I love to read comments here, you can tell who is buying and who is betting on short. Specially people posting negative comments on the stock, as an example China will build more chip!
    Well if you believe that why don’t you just go buy those Chinese chip companies, why need to post here if you don’t have any Tsm stock?
    Make you think right?
  • J
    Jamesd
    Buying opportunity
  • Z
    Ziliang
    why drop so much again
  • M
    Moon
    production was set back due to drought in Taiwan, now all good, with the increased footprint happening fast in Arizona, (a positive side effect of the political situation) good time to be in for long term.
  • G
    Greg
    And yet MirgN Stanley downgraded TSM

    Japan Needs Billions Now to Stem Chip Decline,

    https://finance.yahoo.com/news/japan-needs-billions-now-stem-003628313.html