TSM

hollow_bridge

definitely multiple stocks, maybe 10 at a time. In addition to stocks, currencies exchanges. Sum of each trade, #ofshares. Also, you might check the math something looks wrong to me; I'm looking at TSM, monday opening to friday closing, 1 month looks accurate, but 6 month does not (I'm seeing an 8% return which i think is way too low). If you wanted to add something to stand out more, add in a graph showing google search popularity at the trade times. https://trends.google.com/trends/explore?date=today%201-m&geo=US&q=tsm&hl=en-US

Trashpanda7193

Nvidia ripping TSM shredding, what is this

wilhelm96

MU AMD TSM all cliff diving

markpreston54

The taiwanese share, I am quite comfortable owning, but the adr that trade almost 20% higher? I think it is insane that people buy TSM instead of 2330 at this kind of premium

NotEasyOne_Regard

How will TSM be 250$? Explain and do a DD.

Tropicalfisher

Yeah you definitely have the TSM

Sad-Literature-5341

Alex Honnold about to climb Taipei 101. Calls on TSM

waterpup99

Ilike both and love Goog as a safer growth story, but Nvda literally smashes their projections every quarter. They have a much more consistent track record of earning beats than Google. If anything their projections are conservative given the demand forecast TSM just provided of 50% 3-year CAGR. That said I think the growth story is even easier for amd so I'm long them in lieu of nvda.

cheekon

Just like Google is top tier retarded for switching from Samsung to TSMC? China is never going to invade Taiwan so long as TSMC owns 70% of the world’s foundry revenue (as of Q32025). <5NM they’re like 95% plus. And they’re the first company in full production for 2NM while Samsung just hit 50% yield this month? TSMCs already won the foundry war, Intel is hanging on by a thread with TSMC and the US government supporting them. Not including the fact China was just approved for H200s they desperately needed for their own AI models… manufactured by TSM. I won’t even get into the details of how an invasion wouldn’t happen and why it’s so different than Ukraine and Palestine. China can continue postering with those war games of theirs. The last “real” threat from China was ~96/97 when they shot missiles over Taiwan, not just boating around in contested waters shooting missiles “near” Taiwan Name me a company who has switched away from TSMC as a foundry partner because of product inefficiencies or lack of tech advancement. Completely baseless, fear mongering comment with little to not research or understanding of how chips / fab industry works

Internal_Necro47

Yes but as others have said ASML Is an equipment maker (for lithography) and LRCX is an equipment maker (for etch) where MU is a chip maker much like TSM. It's apples to oranges but they both grow on fruit trees. It's better in my opinion to compare the chip makers to the chip makers and the tool makers to the tool makers because they're fundamentally different parts of the chain and function differently. You are correct though they're all a part of the same bubble if and when it pops.

Jacobpapi

+215%, MU, ASTS, TSM 2k to 6k started in december

Much_Candle_942

Supply constraints means something about Foundry!! Perhaps TSM maybe kind enough to offer some assistance there - in exchange for some kind military aid?

ElectricalGene6146

Why do you need a US owned manufacturer on US soil? TSM has manufacturing here and it goes well. Even if China takes Taiwan, they don’t take the fabs here (and guess what, all the Tsm employees would want to come here, not work for China).

ElectricalGene6146

At the end of the day, their fab still sucks relative to TSM and their chips aren’t as competitive as AMD. This is the same problems they had 2 years ago, but a much higher stock price now and a whole lot of hopium and not a lot of reality.

RolledForCredit

I would recommend caution here. TSM reported really early this Q, and so much of the positive read through could be priced in. So while it may be a good report, there’s probably less upside. Just my 2c. 

jyl8

I own INTC for one reason: China. Okay, two reasons: China, Taiwan. Three reasons? China, Taiwan, TSM. I see the stock as a hedge against China moving on Taiwan in the next few years. Imagine it’s 2027 and the PLA invasion force is attacking the Taiwan beaches . . . think how much INTC will go up. Now, move that to 2032 and INTC might not go up, since TSM will have built enough fab capacity in the US. The US government seems to see INTC similarly. In the meantime, 4Q25 looks about like what I’d expect. INTC is ramping 18A, still early and the yield is poor, hurting margins and capacity, so despite strong demand for both PCs and x86 servers, 4Q only beat by a little and 1Q was guided weaker. Foundry is losing lots of money, since it is only building production wafers for INTC itself the net is around zero. It is a long slow turnaround, INTC is in inning 5 maybe. I figure I win if they get to the 9th inning, or if China moves on Taiwan. I can’t say which I think is more likely, but I think the combined probability of either one is (subjectively) 65%+.

riversandtrees12

Sort of, they still need wafers currently form TSMC, they can use Intel instead of TSM and boom reshoring works.

mikeatx79

Sure, but only TSM and Samsung are able to produce 4nm processes and only in Taiwan and South Korea as I understand it. I suspect everyone else is probably somewhere between 8 and 40nm processes so they’re going to need to produce more. Also, I don’t think any of these guys are getting into memory production which appears is going to be a bottle neck for the next decade or so.

waterpup99

Strongly disagree with limited ai upside if you think that you don't have a strong concept of how datacenters work. I have positions in amd so I agree there but with 50% 3 year cagr baseline for the industry as stated by TSM there is plenty of room for Intel to eat in that space even if they aren't the lead. They themselves state as much as well just that they can't execute.

nateccs

TSM, you've been going sideways for 5 hours. i'm about to take my ball (0DTEs) and go home

Trashpanda7193

TSM uuuu

OdinsDeposition

Whats your point, nvidia so capacity constrained it wont even be making geforce cards for 6 months. TSM cant meet demand, intel cant meet demand, no one can meet demand. This is as dumb as it gets, we will see massive capex spending not profitability increases.

Much_Candle_942

Agreed. Foundry problems? Nothing that a gunpoint deal with TSM / ASML can't fix 😉 

MaterialGuy007

AVGO.  Looks like TSM’s massive numbers almost came from Broadcom and not Nvidia. 

callsonreddit

TSM AMD green cute

GneissFrog

apparently Intel has been transported to an alternate reality. Down 12%, yet zero impact on any related companies, SOXX essentially unchanged. Wild. If it was up 12%, SOXX would be rocketing higher like we saw with TSM's ER

waterpup99

According to what? TSM reported demand was robust and expects 50% cagr over the next 3 years. INTC literally only dropped projection s ebcasue they can't keep up with production demand and can't get production online fast enough (much of which is because they're historically overlervered and frankly incompetent). What signal is showing weakness?

quuxquxbazbarfoo

Nah that is a recent phenomenon (\~last 2 earnings), which plays a part in why I think it will be going up after this next one. Their P/E has been consolidating over the last few releases, forward P/E is 24, super low for their growth, their PEG is under 1. This next release will put them into the teens which is just ridiculously low. People fear the so-called "AI bubble" right now and that is going away with companies like TSM releasing blowout earnings and guidance. NVDA will seal the deal next month with Vera Rubin guidance. This is the pattern NVDA's share price has been doing since 2023. Price sticks in the mud and stays flat for 5 months, then surges up 30-50% to get stuck again for 5 months, then surges up 30-50%. We are at the end of a 6 month mud-stuck price, time to fly. \+20% by May ($222/share). !remindme 4 months

Plus_Seesaw2023

Berkshire had sold its position in TSM at $80 LOL

Negative_Win_5117

I own these shares in case TSM ever melts down. I wouldn’t sell intel unless I greatly reduced my apple, TSMC, NVDA and AMD positions.

foo-bar-nlogn-100

Your point is heard. I would argue that US semiconductor have a golden period until 2028. 2028 is when the Chinese will start dumping 7NM with advanced packaging to the rest of the world. I dont think intel, TSM and Samsung can all survive that competition. US would have to nationalize Intel.

Certifieddddd

TSM is communist, intel is American

Jacobpapi

Is TSM ok? Maybe a flu

IntelFanForever

Intel makes everything AMD, Nvidia and TSM makes combined.

Negative_Win_5117

I have Intel at $25 because I also own Apple, AMD, and TSMC. If TSM blows up, all three go down but Intel goes to the moon. (Theoretically)

TheMeta40k

Everyone is WAY behind TSM. TSM has poured their entire business into just making chips not designing them. They are the best.

Certifieddddd

Their 18A chips is better on the power side, TSM is behind in the race now

Certifieddddd

Their 18A chip is 12 months ahead of TSM because it delivers extra power to the back of the chip. This is why it went up 12% today.

Certifieddddd

Not many realize Intel can hit $200 this year and only be worth 1 trillion. That’s 4x cheaper than NVDA. NVDA is a fabless ai chip designer that relies 100% on TSM meanwhile Intel can make their own chips with US government backing them. Good luck to all the NVDA bulls but Intel will rocket while NVDA stays at 5 trillion market cap for the next 3-4 years

ListerineInMyPeehole

TSM red is the way it should be

981flacht6

The orders are all locked in through 2026 and into 2027. Not sure if you took a listen to TSM, ASML, Nvidia, Micron earning calls lately but ...it's not speculation.

Last_Preparation_446

I bought more TSM, AVGO and SMH. Thanks everyone who panicked and sold me the cheaper shares.

johnmiddle

buy TSM. fpe less than 20 now.

Phaoryx

If nothing happens, should be chill. I’d just keep a hawkish eye on TSM stock because it might not last the next 30 years.

E39_CBX

Surely NVDA is a buy now right? Did everyone already forget how good TSM earnings was?

looool_k_libtard

VIX back to $20, yields exploding, absolute nonsense in Davos. TSM reports their biggest Q ever with biggest cash holdings ever and further US development: -4.1% day.

BlazinHotNachoCheese

That's good. Intel is the ex that you find out sleeps with Mango and the world gonna be hating intel chips after they equate it to attacking Greenland. Friend of my enemy... At least the government hasn't taken a stake in TSM or AMD.

looool_k_libtard

TSM and NVIDIA are going to fall 80% and cause catastrophic destruction to everything. Tim Apple will buy NVIDIA for $5 billion and wear the leather jackets.

TheyCallMeCool1

Its not a US company. This dip is pricing in tariffs on europe which does not affect TSM, a Taiwanese company.

Trashpanda7193

Someone smart explain to me why TSM hasn’t really dipped too hard compared to others

Affectionate_Age752

Going to SMH, AAPL, NTFX and TSM Along with Gold and Silver

explorer_soul99

| Company | Mkt Cap | ROE | ROA | EV/FCF | CapEx % | |:--|:--|:--|:--|:--|:--| | META | $1,646B | 30.9% | 19.3% | 37.6x | 33.1% | | NFLX | $379B | 41.9% | 19.0% | 42.8x | 1.4% | | AMZN | $2,644B | 23.6% | 10.5% | 256.9x | 17.4% | | TSM | $43,558B | 34.5% | 21.6% | 48.1x | 36.3% | | UBER | $178B | 70.6% | 26.3% | 21.0x | 0.6% | UBER at 21.0x EV/FCF with 70.6% ROE is the value pick, recent profitability inflection not fully priced. AMZN at 256.9x EV/FCF is egregiously expensive (heavy AWS reinvestment dilutes FCF). META/NFLX/TSM cluster at 38-48x FCF with 31-42% ROE, fair value for quality growers. TSM's 36.3% CapEx (fab expansion) vs UBER's 0.6% shows capital allocation extremes. For DCF, use UBER/META (visible FCF), avoid AMZN (FCF suppressed by growth CapEx).

Famous-Change1565

Most of my port is TSM + MU + SNDK so Im actually in the green tonight lmao. Can't stop the memory train.

Guilty_Psychology_28

TSM already +0.70% despite the bullshit. The fuck?

thatavengersguy

Ofcourse TSM goes in green that being the only stock I panic sold.

macdryshaving

TSM straight up indestructible

Deep_Load_67

Some actual numbers from the German exchange what you would consider future markets: TSM -1% MU -2% NVDA -3% ASML -3% Nebius - 4,5% Novo Nordisk -4,5% RKLB -7% Defense (Rheinmetall) +2,5%

bdh2067

Agreed. But market seems to be rewarding it more than S&P. At least for now. Maybe bc of TSM but I’m riding it

Much_Candle_942

that's TSM, Baba, JD, Samsung etc. not really convinced that they're uncorrelated and immune to Myawrikan economy.

dljmonkeyboiz

China gonna take over Taiwan while EU and U.S. are distracted. Calls on TSM.

Appropriate_Mixer

I don’t think you understand the chip market well. The US can make those lower quality chips just like China without ASML just fine. It’s just the high quality 2-3nm chips of NVIDIA and TSM that are used for AI data centers and such that wouldn’t be available.

15xorbust

TSM is building factories in Arizona for exactly this reason. But I don’t know that they’ll completely make up for everything it has in Taiwan if they are invaded by China. I think this concern is why their stock is not priced higher.

cannythecat

Do you want NVDA to be in your port if TSM is lost. Its the biggest holding in the indices

xconnor759

Oh damnnn they got assigned. Best of luck man 💪🏼 micron is strong and TSM earnings gave the sector some faith

No_Economist3815

Sounds like tues is going to be a great day to pick up some bargains. Luckily I went cash gang after TSM earnings

StuffAffectionate803

You don’t really know TSM .I’m Taiwanese in TSMC. The AI demand is very strong than you know

The_Milkman

Well, is the USA going to invade Greenland? It remains to be seen. People have fumbled TSM thinking China would invade Taiwan for years. Is it going to happen or is it just Madman Theory?

Majestic_Alfalfa529

I'm looking to play the Samsung and sk earnings on the 28th, looking to see a repeat of TSM boosting it

AyumiHikaru

or INTC's competitor NVDA, AMD or TSM. LOL

Vlisa

I don't believe that TSM would be a good indicator of a pullback. It's the first "link-in-the-chain" so to speak. If there was a pullback reflected in earnings I believe it would be most obvious in something like: A) Coreweave: Everything is tied to it B) Google: Something in their earnings to the effect they are seeing less integration/return on Gemini. Not saying there is going to be a pullback or it is even going to be those two listed, but it is certainly the type of ER I listen to first for any "smoke" if you will.

Ok-Educator5253

TSM just earned record profits. 35 billion dollars in earnings.

thechangboy

!banbet TSM 355 1w

CriticalBlackberry90

ASML, AMAT, KLAC, LRCX are probably going to announce price increases soon and when that happens TSM will pass cost to NVDA who will pass cost to big tech and then they are toast. Spending 50+ billion every single year not sustainable.

looool_k_libtard

Google and TSM - chads Amazon - mouth breathing cuck

Guilty_Psychology_28

MSFT, TSM and AMZN are great buys right now. The world relies on these companies.

Stunning-Dig-8916

“Micron board director Teyin Liu just bought 23,000 Micron shares worth $7.82 million. The transaction represents a substantial increase in Liu's holdings of MU stock, as he owned only about 2,700 shares previously. Liu, a semiconductor industry veteran who previously worked at Taiwan Semiconductor Manufacturing Co. TSM +0.62% A, made the purchases on Jan. 13 and 14, according to a regulatory filing. The big stock purchase comes after MU stock has enjoyed a blistering rally over the past year, driven by the artificial intelligence (Al) trade.”

dvdmovie1

A director (who was previously a co-CEO of TSM) bought nearly $8M of shares. Am long MU and SNDK.

Three_of_a_kind3515

What are we buying today? RKLB and ASTS? Anyone for TSM?

ConstantEfficiency83

Yes. TSM earnings is a preview of how much NVDA is about to crush. And the amount of discourse at the federal level around chip production is a sign this isn’t slowing down in 2026. NVDA, GOOGL and AVGO (replace TSLA with it) are still in a position to have substantial gains even with the multi trillion dollar market caps.

ConstantEfficiency83

I’m betting NVDA finally makes its run back to ATH leading up to earnings. Especially after TSM crushed

piszczel

TSM has real geopolitical risk to it, Nvidia is Cisco of AI, but other tech should be fine

FUBOSOFI

I just sold off my Roth TSM because I don’t trust Gyna. Trimmed my AMD. Holding my GOOG until the heat death of the universe or retirement

Guilty_Psychology_28

I know this is the options gambling sub but am I regarded to be loading up on big tech shares in my Roth? I have a ton of TSM, NVDA, MSFT, etc and don't want to get burned if the bubble pops

InternationalAge5880

AMD leaps printing off TSM earnings

hamm0ck

From the article: TSM reported fourth quarter earnings and guidance that beat analyst estimates. Notably, TSMC increased its capital expenditures (CapEx) budget for the year to the $52–56 billion range.

Degen-Tingles

Idk which God of the markets I need to pray to, but if TSM could open sub 340 in the morning I’m willing to tithe as needed

Cold_Shirt_7508

TSM

Yul_B_Alwright

I bought puts at when it was over $50 lol, whole semi sector weak. Think TSM was exit liquidity rally. Its what I was waiting for. AMD too.

Scribble_Box

Au+TSM = KVUE?

CryptoChartz

I got 300k liquid atm what should I full port tmrw between Sandisk, Silver, TSM?

Dagdazlin

TSM, because I have auTISM

Sregtur

TSM to 🚀?

EthanRio

TSM calls

EyeSea7923

Obviously a trade deal with Taiwan would dump TSM lmao

cannythecat

TSM earnings were a scam panic sell everything

DisgrunltedDan

Is TSM about to blow ?! They’re crazy crazy buying ITM calls 

DisgrunltedDan

TSM call buying like crazy right now expiry next week ? Hm 

shasta747

TSM $345C 01/23 is gaining massive volume bois, get in for a lotto

sobernaught85

At least you didn’t sell TSM in the 70’s like Warren

fashgod

Sold TSM for 125% gain.