TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
-36.00% Today
Reddit Posts
SK Hynix - Why such a wide gap in price between Korean Ticker vs ADR?
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
Mentions
I am rooting for TSMC, got into earnings trade! based on this $TSM report [https://app.erina.ai/r/E\_vbSt016q](https://app.erina.ai/r/E_vbSt016q)
Probably going to go up in July $SMH looks like it. $TSM is stronger though.
And here is $TSM report -- [https://app.erina.ai/r/q5xU0DNxh7](https://app.erina.ai/r/q5xU0DNxh7)
So really, bad news for IBM with overspending, is really good news for NVDA, TSM, MU, and SNDK? That money is flowing right into those company's pockets
Well...Yesterday we got the news about Big Guys are buying the Memory dips and today CPI was good and tomorrow PPI should be cook good too. Big Guys are probably done buying so they let us know. If ASML Earning (before the market open Wednesday) then we should pump nicely. If TSM's Capex guidance is good then we should pump hard until next week. TACO will differently help us on the way to ATH. Then its all up to Google (Earning next week Wednesday).
So....with IBM getting fucking rocked today, is that bad news for semis? Should I be worried about my TSM position? I'm baaallllls fucking deep in this shit. I mean, they just posted great numbers for June, that should extend to their earnings call? Or is that priced in, and any hint of hesitation and TSM goes into the shitter as well?
People have no idea what is even a reasonable performance in the market. TSM, AMD, intc, NVDA ARM all up comfortably in the last 3 months. Memory stocks all gone parabolic. Only way you could have lost money is if you bought memory stocks after earnings.
Playing GOOG, QCOM, CAMT, SMCI, and MRVL earnings in July and August. Some I have been in for a while, added qcom,camt, and mrvl earnings call positions on the pull backs. Hoping for some pull through after TSM earnings call outlines demand that cannot be met through 2027….taking more short dated risk than I typically do. Wish me luck
What are we thinking about $TSM for Thursday morning?
Wouldn’t be shocked, they’re clearly consolidating at the moment after huge moves. Nothing materially has changed other than some big guys profit taking, TSM reported yet another monster Q. I’m sure mag 7 will still be spending capex like crazy.
- ASML Earning tomorrow before the market open. - PPI before the market open. - TSM Earning on Thursday after the market closed. If ASML and TSM's A.I Capex guidance is good and PPI is good like today's CPI then I think we'll slowly pump until next week for our first MAG7 Earning (Google On Wednesday). I think slowly buy the dips now may be a good idea 👍
What are the chances TSM will hit 460 by friday?
WTF is TSM stock doing. I was up 11% two weeks ago but now my stock is down below my average buying cost of 421.10 Are the Bears running loose this week? Also how fucked is oil/gas?
Opened Today Jul 14 - Calls: GE • TSM - Puts: UNH • BMNR
brother what are you playing this week? TSM earnings is causing every stock you listed to watch to have insanely juiced up IV. Even if TSM reports stellar earnings I'm not sure how we don't lose money buying calls on those other stocks this week due to iv crush
yeah bruh ima go ahead and start buying TSM again.
TSM earnings will pump NVDA to ATH
That's great, options do offer better returns, since if the stock moves 10%, options returns can be 100%, especially during events including earnings, product announcements, other company related news, generally volatility increases before the event, measured by IV (implied volatility) and is crushed after the event, make your move on time and cash it while you can. Having said that all have positive sentiments with TSM highest, ASML and NFLX. NFLX doesn't have products are shredding the market, so don't expect significant movement, unless the results are truly breakout. With options trading lookout for high liquidity and large volume options so you get better premium and get in and out easily!
Is TSM good longterm or is this a meme I cant tell anything anymore
Green tomorrow and maybe flat Wednesday. Just in time for TSM to rail semis a new asshole after earnings.
earnings season starts slowly this week with ASML and TSM and ramps into the end of this month with hyperscalers like META and GOGGLE. the markets are dumping it is clear sign that big guys want to buy cheap and then retail will drive the rally. Mango is in on the plan , watch how narratives change in August and everything rips. TLDR: buy the effin dip!
Yes. ~60% share of HBM. TSM makes ~7 of every 10 chips.
Wait so it’s like TSM of memory plays?
$SKHY next move like $TSM. Trillion market cap. It has \~60% of HBM-memory market dominance around global AI -Agent push by memory demands
3-4 big players (hyperscalers) are the bulk of the demand right now for HBM. Investors are pissed about their stocks going to the toilet due to capex, and they are literally going into debt and diluting shares, and going into negative cash flow. All it takes is for one of them to slow capex, and the whole trade will unravel. I still bullish some semi’s (Nvidia, TSM) and AI. I’m no bear, but I see too much complacency about this trade. When I was bullish Micron, few people were.
Maybe you shouldve bought TSM and AVGO?
TSM dumping despite earnings. Logical land.
Going to need ASML and TSM to have blowout earnings to save my INTC calls
honestly the best free approach is just following the IR pages and earnings calendars for the upstream suppliers/partners. for MU specifically you'd want ASML, TSM, SKH on your watchlist since their results move the whole memory space. google finance and seeking alpha both let you set up watchlists with news alerts. subreddit alerts (via reddit or third party) for the main tickers help too. takes like 30 mins to set up and you stop relying on luck. But if you are lazy and want all catalysts at one place chack my bio i have built a tool just for that, i hope mods wont take me behind the barn for the plug :D
SOXL calls for TSM earnings? Anyone?
Guys TSM is not dumping. -0.5% is not a dump. The entire semiconductor sector is down 4%
TSM is actually reacting positively to this though. TSM is outperforming the entire sector today
What do you mean? I’m literally saying there isn’t a big sell off? And there isn’t, TSM is outperforming the sector today
Is TSM the only safe semi/chip rn
I'm bag holding TSM for long term. I expect market crash from AI. Nvidia will get raped for circular financing all this shit. Thankfully TSM makes more than AI chips... TSM will probably go down due to an AI bubble just because they made the chips and Nvidia is a big customer but they will rebound. 1. Largest maker of chips 2. Apple uses TSM 3. Packaging advantage Then again if the stock crashes to 0 at least I don't have any option trading enabled.
$TSM just reported June sales of $13.8 Billion up 67.9% YoY
I have been losing money on Microsoft long call. My TSM long calls haven’t stopped printing money. I wish I bought more TSM instead of Microsoft. I’m still holding it, hoping for a rally.
TSM beats sales expectations
Damn, now MMs have to sell off TSM too.
TSM at TN$442.68m for june, bringing Q2 towards the higher end of their guidance. So ye, good shit. Idk if its enough to save the entire world, but ye, at least its good news?
HSINCHU, Taiwan, R.O.C. – July 13, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for June 2026: On a consolidated basis, revenue for June 2026 was approximately NT$442.68 billion, an increase of 6.2 percent from May 2026 and an increase of 67.9 percent from June 2025. Revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6 percent compared to the same period in 2025.
what are TSM sales numbers does anyone know?
TSM is not reporting until Thursday 2 AM EST
WDYM? TSM good earnings means a 11% selloff.
Let's all pray TSM reports good earning tonight. Or else we may see a -5% kinda day tomorrow
I’ve seen much worse. You’re concentrated, but that’s not always a bad thing. I’m a huge fan of TSM so personally I’d add more to that and decrease AMZN. Right now AMZN is your second largest holding when you include the weights in AMZN from VOO and QQQM plus 8% direct - that’s a lot in AMZN, you need to be extremely, like extremely bullish in AMZN to have that much weight. So I’d ask WHY that much? Why AMZN over GOOGL or MSFT? No shade but just be ages Chris Camillo says Amazon is good doesn’t mean it is. (For disclosure I’m overweight Amazon too, but not THAT overweight). Meanwhile TSM is probably the best company on earth you can buy, and it’s underrepresented in most ETFs, so I’d consider adding extra weight to that
I thought leading into earnings week starting with TSM would give it a tailwind but holy fuck i was wrong
That's why I am buying $VXUS, $EWJ, and $VPL over $VTI. I want Kioxia, ASML, SK Hynix, Samsung, and TSM over NVIDIA, AMD, and the US $SOXX stocks. This is another variation of the HALO trade buying the actual fabs manufacturing the damn chips. IP only gets you so far and then you are at the mercy of paying the price for fab manufacturing capacity just like everyone else.
TSM has the ADR premium because Taiwan has strict regulations that dont let you convert between the domestic shares and the ADR shares. so the arbitrage opportunity that would usually keep the domestic and ADR shares closely tied together falls apart. other ADRs may be different
Buying ADRs is also inadvisable as it normally tracks the actual stock but with a thick premium. Someone has to pay for the purchase and maintenance of foreign shares. Just look at TSM. It's trading at USD 434.11 and the conversion ratio is 1 TSM is 5x 2330. However, 2330 is trading at TWD 2415 which is worth about USD 376/5. Just buy DRAM.
two big upstream earnings TSM and AMSL
Semiconductor names like ASML (ASML) and Taiwan Semiconductor (TSM) are also on the docket. TSMC stock has been riding its 21-day exponential moving average higher after breaking out of a cup-with-handle base on April 22. 🚀 🚀
It just dawned on me. It's not about memory, it's about fabs. That's why Global Foundries is also up 97% YTD. The memory companies either have their own fabs or have long running contracts with Kioxia or similar fabs. These companies are valuable because TSM's capacity is booked out.
individual names hit differently than index weeklies into earnings. ASML and TSM move on bookings/orders and capex guidance, not the headline print, so you can nail the EPS number and still get run over. NFLX reports Thursday after close. first time on single names, IV crush works against you even when you're right on direction, so I'd size smaller than your QQQ/SPY habit and lean spread over naked long.
SpaceX is a success story because it is a global leader in an impossibly difficult sector. Valuation seems questionable, but i havent really run through the numbers myself. I do not think the TTM will not be useful for it. You are hand waving away the bleeding edge research if you are talking about The cat paper to now. That it needed that truck load of money is proof that capitalist markets do push innovation. Because google and nvda had been quietly setting the ground work for ai for almost a decade and eating that cost. As far as Intel, at least they got equity for the bail out is the only good thing to say. Going forward that is better than the free money of the past. TSM was literally stood up by the Taiwanese government so it was never exactly an even playing field. Intel has been poorly managed for years though. No one is forced to buy spacex. But I would own spacex before mstr which has been in the nasdaq since 2024. I think people are confused these days about what the market is. It is just a financial vehicle. In fact, companies who forget that and actually try and raise through the public are often punished severely. The real capital markets are venture funding. That is where the value is discovered. But you do see it in public markets on occasion. Palantir and nvda both had their true value discovery in the public markets.
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).