TSM

29da65cff1fa

UMC second largest fab after TSM. pays out a wicked dividend

underroad01

$TSM, $AAPL, $NVDA Nah just kidding, I don’t see a lot of love for $KO, but they’ve treated me well over the years. Also have done well with energy company $NI.

IamaGooseAMA

TSM

GuiltyShirt3771

More hyperscalers and software dumping while TSM and MU pump

GuiltyShirt3771

Hyperscalers prisoners dilemma will make MU and TSM moon

Jolly-Seat4325

TSM

andytobbles

Reason why the market won’t truly crash? Bag 7 is spending 500-600B annually with projections to increase. Direct benefactors of this are memory and chip companies. Chip companies will continue to blast profit margins and EPS out of the water because all that money is funneled into their pockets. AMD, TSM, NVDA, and AVGO will go ballistic for the next 2 years at least.

reap3r28

It's not just about who can operate the fastest and at the lowest cost. It's also about who controls the moat on components the entire supply chain relies on. **$NVDA,** **$ASML,** **$MU, $TSM** all control critical components that the entire AI stack uses. Personally I own SMH for broad based exposure, got in last April during the tariffs concerns. I built a dashboard (**semiflow.io**) tracking 18 core semiconductor companies with metrics gathered from 10-K filings. I wanted to see where the real supply and demand is through monitoring revenue, margins, and inventory levels (to see who is actually being efficient vs. who is building up a glut).

Informal-Lime6396

Thanks for the reminder on TSMC. I agree that even everything else declines, TSM is such a bottleneck that they're likely to do well.

mansfall

TSM. There is still a massive amount of growth in semi conductors. Sure you missed "the bottom", but there is still much to be had. It's easy to look at the past and think "what I should have done.. of course, the future is in your hands". Look at the fundamentals. Memory is WILDLY in demand. Like massive. Words can't describe. Companies are dropping more $$ on spending for hardware (cough... Chips....) than the entire GDP of countries. There's a reason why chip companies are doubling and tripling their EPS. So far it's not stopping, and only increasing. Guidance can only look forward so far.

HairlessChest

would require a big player, i.e Appl - to switch off using TSM. Don't see it happening

nclakelandmusic

I just spread my tech holdings over the strongest companies and hold. AVGO, MSFT, AMD, NVDA, MRVL, CRTO, TSM, META, GOOGL. I watch the action, but I'm in for at least the next ten years.

herring-net

Microsoft is the only one of those in the top ten holdings. The top ten for VT is almost the same as S&P 500, but I do like the TSM exposure. I view the DOW as an inflation hedge and less tech exposure than S&P, but I wouldn’t advocate holding more of it than the S&P. It’s a solid bottom feeder for a portfolio. 

Digital_Gold71

If US goes to war with China, we have bigger problems than a TSM stock crash.

rumNpugs

No GLD? I’m like 25 percent cash, 15 percent GLD, rest stocks with heavy AI focus (MU, SNDK, ASML, GOOG, TSM…)

IHadTacosYesterday

Be careful because sometimes that can be revenge trading. Your subconscious mind could be thinking....: *"Oh.... So you're going to keep dropping the price... Ok... ok...Then I'll just keep buying more... Oh... you're going to drop the price more? Then, I'm just going to keep buying more..."* I've had this happen to me where after buying something and it dropping badly, I feel like I need to get "revenge" by buying more of it and lowering my overall cost basis. Lowering my cost basis made me feel better, but the problem is... you get crazy overweight in whatever it is, and then your future is tied to that singular investment which can be quite dangerous. You can get lucky at it all works out, but maybe when MSFT is $360 per share, you look around and see what price is TSM? NVDA? GOOG? AVGO? CRWD? AMD? Maybe something else of very high quality has also plunged dramatically and you can have at least a little more diversification instead of fullporting MSFT

sunburn74

LAM, KLAC, ASML, TSM, Micron, Sandisk, KORU (play on samsung/skhynix). These companies will win regardless of who ultimately wins the AI race. Honestly you could just buy SMH or CHAT or QQQ and be fine.

Firnen_Fern

I’m still pretty new to stocks, but CAT seems like a good example of the stocks that are going up and benefiting from ai, but aren’t ride or die on it If AI is ever doing bad for a time, construction and manufacturing are likely not going to implode with it because the ai boom is just an extra bonus to those industries Another example would be all the microchips ai is demanding is helping stocks like TSM and SNDK, but microchips are so universally demanded so its not the only factor for them by a long shot Between that and my limited knowledge of CAT being a very stable corporation I’d say it’s a good long investment

Super_Actuator2584

Sounds like we have similar portfolios, same highest 3 holdings. Then some KLAC, EWY, EME and TSM as smaller positions.

tray8088

I bought 50 shares of MU and TSM in April 2025 immediately after Trump said it out of his mouth during his speech lmao they were 75$ then!! A lot of people choose not to listen to politics and the speeches but trust me!! They are literally telling you what to buy during the speeches! You just have to listen closely lol. Personally I still think it’s a good buy. Just not as good as before but it will stay bullish for a while

Iceman60467

The problem with TSM is : what happens if China will invade Taiwan ????

messengers1

I don’t know how many shares you have owned TSM but frankly please no matter what, don’t sell TSM. It is a golden goose. You should buy more. I have 2200 shares in equivalent to 440 shares in ADR and continue to accumulate in fraction share each month. In Taiwan, most local ETF are having their portion of TSM over at least 50%. The government backed fund will buy TSM mainly when there is a correction in the market. The CEO of TSM project 25% of profit growth each year all the way beyond 2030. Diamond hand on TSM.

Trashpanda7193

Going to wait until sour hour then buy Nvidia / TSM / MU if it’s on discount, for inevitable slow pump next week. It’ll be sour hour because everyone is scared to hold weekend.

poopybudwhole

Except TSM is not included in the S&P...

avilacjf

I'm at the stage where I'm living off the gains so I care deeply about concentration risk, even in my highest conviction plays. This spreading-out also lets me capture the bottleneck as it moves around the industry. For example, if I concentrated into NVDA and TSM as the core, I would've missed the MU run-up. Some of it should also be seen as flexibility to capturing value when it presents itself, like NOW, CRM, and VEEV atm.

CauliflowerPlayful27

TSM

iiGoodVibesii

Because I saw the max chart and said "uh........" And got nervous, now no money for me. Only bitty money from TSM.

iiGoodVibesii

Yeah I regret not buying this on dip day. I bought TSM, which has been doing GREAT for me since.. but MU would've been better. L.

iiGoodVibesii

So since I missed MU, do I revenge trade into TSM?

Crazy_Reporter_7516

TSM, Sandisk, MU all smart plays that will likely double the S&Ps performance over the next 12 months. It’s funny on the value investing reddits their so focused on buying stocks that dip 30% and will (maybe) slowly come back up. Instead of buying undervalued bottleneck stocks that are the near future.

coopermug

Im not selling any of my 100 shares. Recently I've sold some of my 2026 calls to take profit since I've upped so much (around 1000%). Now i still have 1 June 2027 call. Looks like this stock is getting ready for another breakout to 500. Love this stock but im avoiding adding more at the moment. Maybe I'll buy more leap calls when this pulls back. I think if you have concern about it being cyclical, then you must do the same for other pure chips stocks like TSM, ASML, etc anyway.

Agreeable_Bear6812

1. WM - we keep making garbage 2. MSFT 3. TSM 4. AVGO

DrB00

I own MSFT and TSM and I still think AI is a bubble. I'm happy to own TSM because I'd rather be selling shovels during a gold rush and I own MSFT because I trust their enterprise solutions and Azure. I'm happy to take profits from this AI boom but I don't think it's going to last. So I invested into companies that will do just fine even if AI crashes.

OrganicSong2660

Missed the boat on TSM 😭

Excellent_Row8297

If you like NVDA, you’ll love TSM 🥰

iiGoodVibesii

About ready to just buy the ATHS of MU and TSM and call it a year.

Jolly-Seat4325

TSM for the win!

ethereal3xp

Here are the top 10 most frequently mentioned stock symbols in this thread so far: 1. ASTS 2. RKLB 3. RDDT 4. HOOD 5. TSM 6. AMZN 7. MU 8. NVDA 9. GOOG 10. MSFT *ChatGPT*

tired_ani

TSM is already my largest individual position , I am at a 175% gain on my cost basis. I have ASML too.

Mobile619

TSM. Been holding since it was $144. It's the one stock I don't sell. Everything else comes and goes in my portfolio.

lostinspacs

relentless buying pressure on TSM

Kooky-Address-4598

TSM, chip demand is only gonna increase

Indra_Sx

$TSM, just cause 😴

Memento_mori9608

Anyone else in EEM (Emerging markets etf)? Seems like a strong play, plus you get exposure to TSM and Samsung

UnObtainium17

I thought about trimming TSM. MU, and GOOGL. But decided to just let it run. Every earnings report has been superb.

AluminiumCaffeine

TSM is nuts, prolly should be trimming but I dont want to lol

Scribble_Box

Sold my TSM two days ago. You're welcome. Fuck sakes.

Jagged_Tide

Puts on TSM? Or can it keep going higher bc the chip market regarded rn?

SubduedWeed

TSM is just a infinite money glitch

Humbash

What a buy that was on TSM last year under 150.

somewhere_cool

My TSM call is the best decision I made 2 weeks ago

myothercarisayoshi

TSM and ASML are just enormous slam dunks. Wish I had bought more TSM last year.

RD_006

x4.5 less compared to $1400 ASML. Without TSM there's no tech.

AyumiHikaru

>I'm guessing it'll be more like 45%+ given how much demand there is right now. Does TSM have the capacity ??? LOL

RD_006

Last month my brokerage app set $1100 target price for TSM for a while.

Mysterious-Device-53

In other words, you full ported TSM, and your looking for some backup lol

BigSlick-AK

Man, I should just sell everything and buy TSM. So underrated stock.

Zann77

If I was going to yolo into anything, I’d buy SMH or SOXX. The semiconductors have done fantastically well for me-I’ve owned FSELX for well over 20 years and am up enormously. I also own NVDIA, ASML, and TSM, because I like owning some individuals and am addicted to the gains to be made in semis. Need to rebalance, badly. I have also owned APP for a while. Be wary, it’s extremely volatile. I’ve bought and sold, made some money, but am currently underwater. Consider building a foundation in VOO or SPY or IVV. Risk is exciting, but having a good amount in steady eddies (that grow) can take the edge off when APP drops $100 over a couple days.

JoyLimbPrivateHldgs

TSM numbers up big nice look for the space

Jolly-Seat4325

TSM every chance I get.

T-WrecksArms

TSM > MU for the short term

deadcowww

TSM??

AyumiHikaru

TSM pump is a good auspice

Inevitable_Fuel7244

TSM exempt from chip tarrifs might give INTC a bit of a red day tomorrow. It didn’t drill last week with everything else so could do for a couple red days.

TrickyBar9580

TSM cannot fail. They make 90% of computer chips since years ago.

TrickyBar9580

Are u retarded or something? TSM is already 1.8 trillion market cap

music_is_gud

TSM

T-WrecksArms

TSM

Indra_Sx

$TSM 😍😍

Inevitable_Fuel7244

is INTC gonna drill tomorrow now that TSM is exempted from chip tarrifs lol

knightsone43

TSM isn’t even up after hours on the news 🤣

T-WrecksArms

TSM news. That shit is gonna blow tomorrow. Good luck regards. Calls on TSM, MSFT. Who knew that 🥭in bed with Taiwan would make me rich.

Prudent-Corgi3793

I would like to include TSM and ASML as well, but Stock Analysis does not perform currency conversion and Macrotrends rarely updates non-US stocks.

Rude_Assistance_4386

Fun fact, if you're long both GLD and Taiwan Semi Conductors, your Port has diagnosable AU TSM

KMI_Dragon_Knight

A promise is a debt, [Here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my original DD, and [here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my follow-up DD regarding MFG. Japan's PM won the new cabinet pretty convincingly, and got away with pretty much everything she wanted. TSM will open a spanking new factory in rural Japan. Now, the policies that have been promised by the PM and MFG all will be enacted. Let alone the stablecoin project which is entirely ran by Japan's big three, which will be set as soon as paper handed kids get fully pruned from BTC/ETH, while the adults on the table buy BLSH, COIN, and CRCL at a discounted price. There is simply no fucking way there's not going to be financial sector rally from Japan tomorrow, if not all week long. Nikkei opens in a few hours, but I have been pretty much on spot for a few months now. Thanks for the love and hate msgs I have received in DMs, peace! I will post this again tomorrow morning. And yes, when you buy the dip, always get some KMI for the road, it's good for your health. Not advise financial

sdanielsmith

I would like to see a pull back in NVDA after Friday's rise. Test the recent high. If it does that, I'll reenter for the upcoming IV ramp into earnings. People can be as pissed at that stock as they want, but if everyone's capex is going up, that means they're going to be buying NVDA chips (even if they also buy TSM or BABA or MU or AMD or whomever). RSI is still low. Plenty of upside into earnings.

RecursivelyYours

I want to understand the history of a company, as well as key events, strategic positioning, and also the actual numbers of the company. Buying a company is not only about how good the company is, but how expensive or cheap is based on the stock price. So it is important to understand the underlying economics as much as possible. I have created a tool called StockAInsights that uses AI to parse SEC filings automatically and not only generate normalized metrics like PE ratio, PB, PS, ROE and all relevant metrics and of course statements as well, but also strategically analyze the company filings and tell me what risks they have, competitors, debt, regulatory issues, funding, dilution, quality of earnings and a lot of things that are really important. It is a multifaceted analysis that you need to do if you are responsible about investing. Like do you understand why a company would have a prime position in the market against its competitors ? For example, TSM is a company that designs chips that are really tough to replicate, effectively a monopoly. Can you identify that ? and do the economics align with that story? AI can help you distinguish that fast by reading filings for you for example. If you attempt to do everything manually I'd say it's very frustrating to derive ratios and account for non GAAP adjustments. You'd need paper and pencil for sure. A tool helps a ton to automate all that.

TrickyBar9580

Sandisk, MU, Western Digital, AMD, TSM

RilSG

I know some are mad at nvda friday pump but don’t go shorting. TSM might post its biggest monthly number ever tomorrow and send nvda straight to 200.

jensenskawk

TSMC’s ticker “TSM” makes me giggle every time.

LarryBergReddit

Yes to TSM also AVGO

opo113

China would not accept that sort of deal imo. Having political and economic control of Taiwan is the main reason they are threatening to invade in the first place. It isn't just symbolic. I agree it's tough to see Taiwan holding out for long without help. That being said Taiwan is wealthy, technologically advanced, and highly militarized. It has also been preparing for this specific war for decades. Invading an island is much more difficult than a land invasion. I think the world would step in militarily if China invaded. The US is legally mandated to sell Taiwan weapons as a result of a cold war era law. Also Taiwan is just too important to the AI buildout right now. I agree it would be pretty tough to sanction China, not sure how that would turn out. Still, if they did something to temporarily shut down TSM during the middle of the AI boom the world might actually find a way.

KMI_Dragon_Knight

[Here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my original DD, and [here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my follow-up DD regarding MFG. Japan's PM won the new cabinet pretty convincingly, and got away with pretty much everything she wanted. TSM will open a spanking new factory in rural Japan. Now, the policies that have been promised by the PM and MFG all will be enacted. Let alone the stablecoin project which is entirely ran by Japan's big three, which will be set as soon as paper hands get fully pruned from BTC, while the adults buy BLSH, COIN, and CRCL at a discounted price. There is simply no fucking way there's not going to be financial sector rally from Japan tomorrow, if not all week long. Nikkei opens in a few hours, but I have pretty much be on spot. Thanks for the love and hate msgs I have received in DMs, peace! I will post this again tomorrow morning. And yes, when you buy the dip, always get some KMI for the road, it's good for your health. Not advise financial

ElectricalGene6146

You realize that TSM has fans in the US?

Ok-Poetry-4721

TSM is their biggest customer, but they also sell to intel, samsung, micron, and anyone else who wants to manufacture a chip

Maximum-Side-9391

Yea yesterday sold TSM 1 day call at 9:45 and if I held would have made way more but I was fine with $750. Better to take the money and move on to next. This is the way

-permanent-waves-

great list. i have NVDA, TSM, GOOG, VST, VRT, AMZN, MSFT, IREN.

PandakatFinance

In the age of the gold rush, you can’t go wrong with buying companies selling the shovels -$TSM. Also the choking point of AI is Memory. $MU $SK Hynix and $Sandisk.

BaconSarnie2025

NVDA TSM ASML . MSFT GOOG TSLA and META will go sideways due to capex impinged earnings. In 2001 after the crash in internet stocks, there were only three or so winners at the top of the S&P 100. CSCO IBM MSFT AOL etc went sideways.

A55BAG

Buy the semis: MU, Samsung, NVDA, AMD, AVGO, TSM, ASML and dump the hyperscalers AMAZN, META and GOOGL, ORCL. The semis are trading on the valuation that the capex is stagnant but it is accelerating. Alphabet, Xai and OpeanAI are trying to build a God by pouring money into silicon and most of it going into semis.

Acrobatic-Song-3151

I appreciate the response and the details. I’m actually retired too, walked away from corporate America at 41. I doubled up during Covid allocated those gains to buy three properties. Our goals are likely more aligned than my age reflects.  I’m at 20% international, been trimming VWO because I agree with you on emerging mkts. It’s like that chart can’t ever break through and it Taiwan breaks TSM will be in real trouble. Buffet sold that one early for that very reason. Half of our net worth is buried in real estate and the financial assets are: 50% domestic, 30% bonds, 20% international. The domestic is value oriented. I’ve been trimming domestic daily, flipping to international, and was hoping this last dip would get deep enough to pivot more out of bonds into VT.  Do you have any bond exposure?  I honestly thought long term rates would’ve come down more by now and likely need to trim my blv position, possibly pivot more into vxus. Bnd likely isn’t moving much more after a decent back half of last year. I did well with bonds during Covid, thought I was positioning myself for one more rotation out of them into equities. After taking gains from last April I bought even more. Also kinda addicted to selling tlt puts, been trading it from both sides for years. I’ve just been rebalancing daily and the guys I used to seek guidance from have mostly aged out. They’re still rich, have just been watching them make late age mistakes and think they should hang it up. Guys get so focused on never paying taxes they put their money in investable 1031 zones that are crap shoots. Another one got so confident with option straddles he blew up 300k early last year. 

boofybutthole

my roth is up 1.2% right now (mostly bc of TSM)

f0king

I really believed that MSFT would visit sub-$400 for a tiny bit of time yesterday, and then I really believed that it would hold over $400 like premarket. I'm starting to believe in my beliefs a lot less. Meanwhile SNDK, INTC, TSM, AMD, NVDA all up 4-8% just mad chillin'. Even TSLA is recovering quicker than microsoft after the world's dumbest fucking news ever. Crazy.

Trashpanda7193

This might be the most basic statement, but correct me if I’m wrong. Basically any tech stock will be fucked unless it makes the components , so Nvidia and TSM should fair better than the likes of meta, msft etc?

Fun-Fox-6818

NVDA, APPLE & TSM holding SPY from free falling 😂

fartcatmilkshake

400b in capex from Google and Amazon. Guess what, they’re buying chips and memory #$MU $TSM

Affectionate_Age752

I've made 22% since January 1st, on a $140k portfolio. Went from $141k to $172k in 5 weeks. . Made it daytrading. MU, LLY, SMCI, TSM, Apple. Couple others. Bought KO a few days ago, waiting for the earnings call. I don't get greedy, I don't gamble on options. This isn't a get rich quick scheme. I focus on making a couple percent a week. £2k-$3k adds up. Made almost $10k in one day with the SMCI gamble. Waiting to see how far this drop will continue, especially the tech stocks. I don't hold anything long with this current administration. After I sell KO next week, I'll probably sit in cash to see how things shake out over the rest of the month.

Upstairs_Whole_580

I'm HEAVILY concentrated in NVDA, AVGO, AMD, TSM, AMZN, GOOGL... and then META, MSFT, and a few others. So no, I'm down a LOT from the top to now. On the other hand... I know the prices were inflated and the companies I'm invested in are good... namely NVDA which is about 40% of my portfolio and the one I'm most down on at like...2.7 or so(but again, that's the ATH of 212 intraday). I'll live, we'll adjust, it'll come back.

fleggn

Anthropic isn't public. Anthropic ASML and TSM are the only companies that matter (since nvda decided burning money waa a valid strategy)

sobernaught85

Imagine selling TSM in the 70’s. Buffet style