TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
-72.73% Today
Reddit Posts
Are semiconductor shares still a good investment, or too much growth is already priced in?
July Earnings - what are you all planning to focus on?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Woke up from coma after a year... Can't believe my eyes. What can I still buy??
Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉
32 y/o Canadian Investor , Need honest suggestion please.
What stocks are you buying or dumping when China makes a move on Taiwan?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
BNTX is about to go full send at ASCO and nobody’s talking about it 🚀🧬
feels crazy to buy stocks that are over 4x higher than when i first invested, not sure what to do
$20k in SMH - thinking of selling the ATH and going all-in on MU or NVDA before earnings?
Top stocks hitting 52-Week Highs/Lows - May 14, 2026 📈 📉
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
HARD TO IMAGINE, BUT HERE IS YOUR CHANCE GETTING PAID SHORTING TECH - TSM
I hear that everyone’s a millionaire now - $2M
Anyone get upset about this kind of thing?
Should investors be concerned about ASML?
GOOGL, AMZN, MSFT and META: Hyperscalers Growth, CapEx, FCF and Revenue Backlog // NVDA mentions in earnings calls
I just started investing at 19. Are these good investments?
338% in one year No leverage No options Just sat there.
Reddit Ticker Mentions APR.17.2026 - $SPY, $NFLX, $MSFT, $NVDA, $PBM, $AMD, $BIRD, $ONFO, $CMND, $TSM
DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL
Why does the market keep pushing toward highs even when the macro backdrop still looks bad?
Why the lack of interest in TSM and SK on this sub? Why essentially 0 interest in small to midcaps?
Q1 2026 Global Smartphone Shipments: Apple leads the pack
Volatility of positions for PMCC and CC writes. (For those that write calls >= 1 week)
Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?
The war is killing the market and NVDA isn’t helping
The entire AGI bet rests on a single island - and the market doesn't seem to care
My prediction: Oil equities likely to raise, and the S&P will continue to slide, on the back of a sustained Strait of Hormuz closure
Just YOLO'd $89k into QQQ / VT (65/35 split)
The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong
Iran leaders are dying, but the system is built for them to survive. How far can they go without affecting stocks?
TSM Slips 5.5% on Macro Tension, A Reminder of How Fast Sentiment Can Flip
Oil Spike Adds Pressure to Stock Futures. What the Market Is Pricing In
Oil Spikes, Stock Futures Slide, Geopolitics Back on the Menu
Iran recent threat to US and Isreal could affect the global market
Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)
Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)
Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)
The AI Gold Rush: Why Infrastructure is the Smartest Bet for Young Investors:Top 5 AI Infrastructure Stocks
Missed out on 1400% on TSM. What’s the next play?
Nvidia (NVDA) Riding Big Tech's $650B+ AI CapEx Wave in 2026 – After Pullback from Highs… Buy-the-Dip or Bubble Burst?
TSMC January revenue rises 37% on AI chip demand
China practiced blockade formations with 2000 fishing vessels.
2026 global semiconductor sales projected to reach $1 trillion (26.3% YoY growth)
2026 Hyperscalers Growth, Capex and Backlog / NVDA mentions in earnings calls / AI Supply Chain beneficiaries
AI Coding Is Evolving Faster Than We Imagined
How bad is my timing? I somehow bought TSM above it's ATH.
Should I sell all my VOO to pay for an engagement ring?
Early 20s portfolio and looking for feedback on diversification / risk
TSM Capital Expenditure Guidance Surpasses Expectations， Semiconductor “Bullwhip Effect” Impacts Equipment Sector
TSMC earnings target up to $56B in 2026 capex and ~30% revenue growth, boosting the AI outlook. Pre-market: TSM +5%, ASML +7%
TSM: Taiwan Semiconductor Manufacturing Company Q4 Earnings Call - Live Transcript on WallStreetBets
Mentions
Splitting it into compute/memory/foundry/equipment is the right way to think about it - these don't all move together and the timing on each is completely different. One thing worth looking at alongside individual names is SMH, the semiconductor ETF - it holds NVDA, ASML, TSM, MU and the rest in one package. $1.8B flowed into it just last week, which suggests institutional interest hasn't dried up despite the run. Technically SMH is sitting around $611 with the sector already up about 68% this year.....whether that means expectations are fully baked in or there's still room is something everyone has to work out for themselves 😄 Just observations, not financial advice\*
Nice buy! TSM is a great core own and especially at that price! I wonder though if the market is pricing memory as a commodity why not semis and the semi foundry. As is usual the future is probably betweeen the bull and bear cases.
next Thursday my port has the opportunity to go up or down 5% thanks to TSM and NFLX but I care more about MSFT and NVO in about 3 wks those two are so undervalued and earnings are highly anticipated.
Not likely, but never know. When we suddenly had the chip surplus, due to Covid and post covid, I bought a good number of shares of TSM for $75/share.
These companies feature overwhelming analyst support, with heavy clusters of "Strong Buy" and "Buy" ratings due to powerful core market tailwinds. * AA, TSM, NFLX, ELV, UAL
TSM gotta start strong with amazing monthly revenue report on Monday
TSM and ASML maintains their buy ratings burning increasing caution, NFLX generally positive outlook, UNH is a long-term play but currently navigating pressure due to medical loss ratio—green bigly
Bank earnings... TSM, ASML, NFLX, UNH SPY 800
ASML and TSM this week is gonna make or break the rest of my summer.
Especially during the TSM earnings call LMAO 🤌
# Imagine if China lands on Taiwan during the TSM earnings call LMAO 🤌
TSM needs to run up to earnings, we pray for a beat and semis are saved until next week again.
I have everything on TSM 437.5 C. Please god let me hit
NFLX calls are so obvious. Therefore ours are the play. ASML and TSM have already pumped to infinity. So calls on those.
Thoughs on AEHR, ASML, TSM? need your up or down thoughts for each
ASML and TSM will be interesting and could affect other big names in the chip/memory/storage space. Crush expectations please!
Not as free as you think. TSM's ADR trades between a 15-20% premium to the Taiwan listing. Both TAIEX and KOSPI are classified as emerging market indices which means that investment firms have mandated maximum exposure to them. The arbitrage opportunity is limited to the price discovery to find the correct level of premium.
TSM in US and in EUROPE have the exact same price, so wrong exemple
They are limiting issuance of the ADR. So if this happens to long traders cannot convert ADR to local listing anymore and the ADR could start trading with a long term premium like TSM ADR for example I expect this to happen sooner then later
Article is wrong, SK Hynix themselves confirmed they'll be issuing ADS in their F1 filing. You can check it yourself, their temp ticker(SKHYV) for today have ADS in its name. ADRs are legally required to include it in their stock name, that's why NTDOY and BABA has ADR in their name while ADS listing like TSM doesn't. ADS = Actual shares sold here but ratioed so it doesn't share the same voting powers as their original primary listing, you are buy and holding the US denominated shares of the foreign company directly. Examples would be ASML, TSM, IREN, etc. ADR = Bundle of ADS held by banks and financial institutes, there's sponsored and unsponsored version of this. You purchase the receipt representing X amount of ADS but you don't own it and have no voting rights unless it's sponsored, like in the case of SONY, TM, etc. Prime unsponsored ADR examples would be NTDOY(Nintendo), it merely tracks Nintendo based on the ratio but don't influence it at all because Nintendo doesn't consider it to exist. For ease of explaining, they'll just tell you "ya it's ADR" to shut investors up, but it's crucial as an investor to know the difference if you are buying huge amount and care about voting powers.
He's being a dick but you don't have to get ragebaited into giving wrong information neither lol, ADR contains ADS but they are extremely different. SK Hynix is basically doing what TSMC is doing under the TSM stock listed on NYSE; you're essentially still buying individual stocks and owning them under your brokerage account, but at a ratio to their original stock. For clarity TSM is 1:5, meaning 1 TSM stock = 5 shares of 2330(their primary listing in Taiwan). In SK Hynix's case, it's 10:1, 10 share of SKHY = 1 share of 000660. Which make sense because 660 is trading at 1.45k usd converted on KSX, they're basically listing it cheaper to attract investors. ADS functions the same as any stocks you'd buy on NYSE and NASDAQ, ADR doesn't unless it's sponsored(listing company works with banks). Also ADR is a receipt of a bundle of ADS that you bought but is held by a depository bank, meaning it's under the bank and not you. People interchange it because they don't know the difference, not because it's the same.
I suspect there are many buyers of the ADR today who don't quite understand this company is already public and have an established valuation. They think they're getting in on the ground floor of an issue that is becoming publicly available for the first time and valuation is being discovered and it could potentially boom. SMH is more or less flat. People are selling MU and DRAM to buy SKHYV. Also note that domestic stock and foreign ADR don't always map 1:1. 2330 on TWSE has outperformed TSM on NYSE. My understanding is in Taiwan, TSMC is viewed as a natural treasure and pride of the country. As such the locals all want to own a piece, and perhaps foreign investment is more difficult so with more limited options they flock to 2330 and bid it up. Also, since the markets in Asia have no time overlap with the US there is no natural arbitrage mechanism to close the gap.
Why isn’t TSM rebounding? Earnings are in a week and every source says it’s a strong buy with 20% upside. Just killing my calls
TSM and Nvidia opposite - literally haven’t seen that before
A few reasons. 1. I enjoy stock picking 2. I can set my own weights (eg NVDIA/TSM too heavy in SMH) 3. I can pick up on momentum stocks like MU earlier than an ETF. 4. Some stocks are at a discount while others are at an all time high
I split semis into AI compute(NVDA/AMD), memory(MU), and infrastructure/capex(TSM/ASML/AMAT/LRCX). Infrastructure feels like the best risk/reward right now; AI compute is already priced for “no slowdown.” I’m holding what I have, but waiting for a clearer correction before adding more.
I hold and buy all of these regularly. NVDIA AMD AVGO TSM ASML are the safest. Anytime they are 10% off 52 week high I buy. MU 15% off, and AMAT LRCX KLAC 25%.
The data center stuff makes sense, bigger picture is good to know. It's been moving somewhat correspondingly with data center stocks, just saw that today there seems to be a lot of interest in it when there wasn't, same with TSM. I assume TSM is due to their upcoming earnings call.
Your judgment is very accurate. The biggest positive factor, "computing demand will not disappear," is a long-term narrative, which makes this industry worthy of long-term investment. However, the biggest risk, "slowing AI spending," is a short-to-medium-term variable. We need to be wary of a signal: if Microsoft or Google's financial reports show cloud business growth falling short of expectations for two consecutive quarters, then a reduction in AI capex may be on the horizon. At that point, the entire sector's correction could exceed 20%. Finally, I want to ask you a question: Do you prefer a "less profitable but stable" holding experience, or can you withstand "big fluctuations" to pursue excess returns? The answer to this question will directly determine whether you should focus on stocks like TSM now, or keep an eye on the swing trading opportunities in ASML and NVDA.
Sold most of my LRCX and KLAC just before the dip last week because the valuations seemed ridiculous. Still keeping TSM and ASML, the former is pretty much a forever hold for me while the latter is still a solid company that hasn’t grown as much compared to other capital equipment manufacturers.
i think the semiconducter sector is starting to look a bit bloated but not every company. TSM & Samsung is fairly priced i think but i do believe that INTEL is over valued. And i do think that AI will be the reason for the next crash but it's not like trhe dotcom bubble where NO company made money. Many AI comapnies are earning large sums. So some are overvalued but many are still reasonable.
TSM also trades at a 15-20% premium to its listing on the Taiwanese exchange
The choke point is with TSM, the other players are somewhat irrelevant given their yields compared to TSM’s
extremely bullish on ASML TSM KLAC
Important Data next week: Tuesday: CPI report Thursday: TSM Earning report Since Oil is down I think CPI report may be good this month and if TSM confirmed big gain with better guidance then Semi-stocks should keep pumping (if we survive SK Hynix IPO tomorrow lol).
Taiwan Semiconductor Manufacturing Company (TSM) releases its monthly revenue reports on the 10th of each month. The monthly revenue update will be released at **1:30 AM Eastern Time (ET)** on Friday, July 10, 2026...prepare anooos
True it does have good technicals and has pumped throughout the year, it’s more about just overloading the market imo. Idk what will happen, possible could just end up like TSM was but we shall see
Is TSM a good buy before their earnings next week?
The more companies that want to develop chips, the more you should just own TSM. TSM earnings have exploded, driving the share price up, but the PE multiple is still low 20s.
I won 2 previous ones - on TSM, 0 loses, but seems record was wiped clear when the bit changed
Got tired of real investors complaining they weren't listed in the US simple as that. See ASML TSM ASE etc your trying to make something out of nothing
In fairness the whole world economy & markets have pumped up by money printing. But that's why when I am asked if I am concerned that $VXUS is being propped up by Samsung, ASML, TSM, and SK; I say yes. But those stocks make up less than 10% of the market cap of $VXUS vs $VTI being at 37% tech/Mag 7 stocks. Everything will get hit if this bubble pops. But I don't think people are looking at what is in what they own and are buying. This is what people are missing about today vs dot com. It wasn't the shit tech stocks that crashed the market. It was that everyone owned the same 6-10 stocks and they made up over 35% of the $SPY. If everyone owns the same damn stocks and they all start to fall then who is gonna buy when everyone is selling the same 6-10 stocks when they sell their index funds???
TSM is always carrying his sloppy dead weight friends GOOG and MSFT. Should have been all in
Top 5 holdings make 50% percent of my port. NVDA, MU, CRWV, APLD, TSM.
You think that's bad? Look at $VLUE, +20% only on MU. Some of iShares EM value and non value ETF have 30% of their holdings in TSM, Samsung and Hynix. The only way to avoid this is going for dividends instead of value sadly.
I'm 80% World ex US if you add in Gold. $VXUS is my largest position and I am well aware that most of the gains this year have come from ASML, TSM, Samsung & SK. But at the end of the day $VXUS has 21% tech market cap weight vs $VTI 36.95% tech market cap weight. I find it hilarious that people are fleeing to the Mag 7 cap ex spenders or $VTI as a flight to safety. It might work. But you are less diversified and have a much higher tech market cap concentration than the foreign markets you are claiming have hit their tech peak. Any way Cheers & good luck.
Guys i just bought TSM calls and it's still dropping. I thought I could catch the knife
I'm not a professional, but I've put fairly large bets on MSFT, GOOGL, and AMZN, those are my long term compounders I expect to hold a long time. If they dip, buy more (MSFT is priced really great right now, AMZN is pretty low too). Smaller bets on TSM, AVGO, NVDA, MRVL and ALAB are my shorter term holdings which I'm hoping to see some big growth out of still but are notably higher risk.
Picked the hottest trending stocks, didn’t ya. TSM is probably the only normal one in there.
AMSL, TSM, AGX, BE, GLW on Sale Now.... These are going to rebound quick. Buy the dip. Take the gains.
Like AMSL, TSM, AGX, BE, GLW... These are going to rebound quick. Buy the dip. Take the gains.
TSM is currently tearing the ass out of me
Hopefully GOOG Gemini 3.5 pro launch on July 17 and earnings on 22 + TSM upcoming earnings gives semis another boost
I can’t buy more as I don’t have any money. I’m contemplating selling some Nvidia , TSM to buy more
Semiconductor sleeve of my portfolio: MU: 22.7% UMC: 27.5% TSM: 28.0% AMD: 21.8% Considering adding SK hynix. My question: Does SK hynix meaningfully diversify this basket, or am I just doubling down on the same memory/HBM thesis I already have through Micron? Should I dump Micron for SK? I was late to the party with Micron and bought in at $1070 a share.
I buy & hold $VXUS, $EWY, $EWJ, and I trade $DRAM for my AI/Semis positions. My thesis is different from many others here I am sure. I think we are seeing the beginning of a long term cycle of cash move from West to East. The AI cap ex spenders (Google, Microsoft, Amazon, and META) have stopped all their stock buybacks and are now spending all of their 2026 FCF, diluting shareholders, and adding debt and sending the majority of that cash to Pacific Asia. (SK Hynix, Samsung, ASML, TSM, Kioxia and Softbank). I want to own the indices that are receiving this cash and reinvesting that cash back into their local economies (South Korea, Japan, Taiwan, etc.) This has more volatility than $VTI, $QQQ, or even $SOXX as I also face USD currency fluctuations. But I am looking at the long term big picture as we enter a new market cycle. I own $DE for the USA data center build out since it is trading at a much cheaper valuation than $CAT. Good Luck
is anyone here gonna play ASML and TSM earnings next week? Sorry, I should ask - can anyone here afford ASML calls / puts to play?
my NVDA position losing the race with my TSM position and the NVDA position is like 6x the size help
TSM is currently paying high premium compares to their Taiwanese counterpart.
100%, that's the discount you're paid for. It's why TSM still trades below its AI peers despite outgrowing most of them, the Taiwan discount has narrowed since the days Buffett bought and dumped it over exactly this fear, but it's still in the multiple. You're getting paid to hold it. And honestly, if China actually moves on Taiwan, there's no hiding in the rest of the market anyway. Apple, Nvidia, AMD, half the S&P's earnings run through TSMC fabs. SPY doesn't dodge that bullet, it just gets shot slower. It's systemic risk wearing a single-ticker costume. Meanwhile they're de-risking it in real time. Arizona fabs are producing, Japan's running, Germany's building. Not fast enough to matter in an invasion scenario, but enough that the "one island" story gets weaker every year. I'll take a priced-in risk over an unpriced one.
Tae-won is very similar to Taiwan. Calls on TSM
TSM, GOOG, MSFT I'm willing to bet that at least 2 out of the 3 print on earnings day
MU tied with TSM NVDA (2x less than respectively MU or TSM)
CEG UUUU KLAC TSM LRCX ASML GLW MU SNDK DRAM and a little APLD have been my recent purchases. I swing trade pretty aggressively and don't mind 50% drawdowns, so check yoself and proceed wit caution.
I’m no tech genius, but everyone says this company is almost TSM level vital. I’m holding a small bag, looking to add, not dump.
The new-gen but boring ones: MU, NVDA, TSM, DAVE (too high now), and companies that profit from cheap gas, companies that can profit from medical AI, energy companies that can fund datacenters, semicons (maybe but timing is important), quantum companies (too soon), and keep an eye on weak businesses that might profit if Democrats gain power-of-the-purse again. Just DO NOT make the mistake of staying in a losing stock if there is a better stock that can make your money back quicker. It's America, we are still free for now! You get to choose your own gamble !!!!
I sold a bunch of TSM shares to buy drugs so same
TSM, DB, NWG,AA,T, and some etf's.
I’m sure they will. Idk how as I wasn’t at the meeting but I believe you. Microsoft is my current favorite and fully believe I should put as much in as possible. It’s like how I felt about TSM 5 years ago
ASML TSM KLAC would probably be at the top of my list. 2nd tier NVDA LRCX GOOG AMZN MSFT. That said, I am an avid dip buyer and if any particular stock dropped 50-75% there's a good chance I'm picking it up, even garbage memestonks.
You are wrong. Here are my SaaS holdings p/cfc: MSFT - 39x CRM -12x NOW - 24x WDAY - 13x Here are the p/cfc of popular semis: NVDA - 43x MU - 43x TSM - 65x AVGO - 54x
Sure bets: MSFT AVGO ASML NVDA TSM
Damn, and here I thought I was being risky by investing my leftover title loan money to invest in TSM during the two month interest free grace period. I should be using it on my Credit card debt but that doesn't trigger an interest payment until mid July.
That’s great and I will make even more down the road! I hope it shoots TSM up too
I’ll have to check them out. This put me at 15k in the S&P 500 I plan on selling 21 shares next year if AMD hits $750 a share. I will be investing in TSM and QQQ I think. Plus visa
Look at who makes the wafers - 4063 TSM is still not as overvalued as “everyone else”
I full ported TSM calls in Jan 2025 ($221) sold on april fools day for like a 60% loss ($146) tsm sits happy at $450+ now
TSM price target moved to 580, we going to see crazy pumps from algos on this
TSM price target 590 from BoFA - i swear they just buy calls the week before then pick a new number and start the algo pump because its ripping
QQQ up almost +2%, TSM +4%, NVDA: 🤪
Good points. The key difference from dot-com is that the infrastructure layer — NVDA, TSM, AVGO — is actually profitable and cash-flowing. Dot-com infrastructure companies were burning cash with no path to profitability. The risk now is more in the application layer where hundreds of AI SaaS companies are racing to build on top of commoditizing models. That’s where I’d expect the shakeout. Hardware spending becoming structural is a real thesis though — data center capex cycles are much longer than software cycles.
Any reason not to full port TSM?
I had a margin stock that dipped and Robinhood sold my position in TSM at a loss to balance the account :(
TSM has increased investment in the US by more than the mkp cap of your avg Russell 2000 stock
The next boom will likely be imaging sensors or Robotics. Just invest in Pacific Asia. The USA doesn't manufacture anything. NVIDIA, etc send everything to TSM to fab. Just buy $VXUS, $VPL, $EWJ, or $EWY, etc. [https://money.usnews.com/investing/news/articles/2026-05-08/sony-tsmc-plan-new-japan-joint-venture-for-next-generation-image-sensors](https://money.usnews.com/investing/news/articles/2026-05-08/sony-tsmc-plan-new-japan-joint-venture-for-next-generation-image-sensors)
ASML has very few real competitors. ASML better forward P/E safer long term. Micron serves a diffrent customer base and is not even close in value. ASML is miles ahead of Micron. You'd be better off comparing Nvidia or TSM to ASML.
Keep BTD in the Bag 7 stocks, Retail. I would hate to see the Bag 7 stocks run out of cash to spend on SK Hynix, Samsung, ASML, and TSM. My port thanks you all for your sacrifice : )
Neither- look into TSM. More stability and room for growth.
Fair, but that’s exactly why I’m talking about semis/shovel sellers, not necessarily every AI end user. AI monetization can be uncertain while AI infrastructure demand is very real. NVDA, AVGO, MU, TSM, DELL, HPE, etc. are getting paid because the buildout is happening. The hyperscalers are treating compute capacity like strategic infrastructure, not a normal ROI project with a 12-month payback. End-user margins may be the debate. But the hardware stack is still where the money is currently flowing.
Got out of my TSM calls early and now I'm balls deep in AAPL calls Someone please hold me I'm scared
Next month has TSM/Samsung/SK earnings we gonna have some more panic or what