TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
-22.22% Today
Reddit Posts
Google Finance causing TSM blip by reporting inaccurate EPS :D
TSMC just raised full-year growth guidance to "slightly more than 40%" after a blowout Q2. Who's still worried about AI demand?
Q2 earnings season rides entirely on one word from hyperscalers. Anyone pricing in the "moderating" scenario?
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
TSM beat earnings and everyone's still calling the top. Am I missing something?
June CPI missed big but I'm not buying the full rally yet
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?
Mentions
TSM, Samsung electronics and UMC are an opportunity IMO. Fabs have now a lot of pricing power
TSM is also going down in AH 🤣
Feels like a bullish week to me - no options buying but just bought ALAB, MU, TSM on margin (didn't learn from Leo)
Out of curiosity, how does your **ai financial analyst** module filter out noise? When your **ai stock picker** flags something like TSM or COST (from your screenshot), is it reacting to real-time news data or strictly technical breakdowns?
$SPY $QQQ $NVDA $TSM $MU $SKHY When BigTech cash flow negative . Banks shutdown AI-debt load, after few blow up like “Situational Awareness story “. $45 Billion overnight Then semi unwinds $2-3 Trillion How long OpenAI & Anthropic keep cash burning $40 Billion a year ?
$SMH $MU $SKHY $SNdK $TSM $INtC $AMD $STX How many Trillion AI-margin debt , when total margin debt 1.5 Trillion , last week wiped $45 Billion in a day, Situational Awareness. Memory is cyclical, AI doesn’t mater Ask any AI , why memory is cyclical?
I added some TSM. Not touching memory or INTC
TSM and AMKR. Wild to me that they aren't.
Semis need to break away from meme stocks like MU and SNDK to have any chance of real recovery. There's no reason a company like TSM should be pumping right now.
TSM being fluffed all morning and cant get it up
It‘s so easy, just buy and hold Apple, Google, Amazon, Microsoft, Meta, JP Morgan and TSM
is there anyway China could legally invade Netherlands and get those ASICs the tip in the market was they are close to produicing 3nm wafers and way too far from the 1nm ones they can do 7 and 10 and 15 and 28 pretty well by now would not be surprised for half of TSM workforce has extended families in mainland
Feelings on buying shares or leaps? I have leaps on TSM, GOOG, AMZN. I have shares of MSFT
Thanks for sharing! TSM seems to be discounted because of geopolitical risk, but my sense is any event will tank the whole market, not just TSM…
I agree with that. I did trim and move a bit to the spenders but I'm pretty locked in on the capex spending theme... on the supply side, TSM, ASML, AVGO, memory... Leos's fund thing is a crazy story and there was also a lot of volatility trading. So yah the semi trade is far from being done. Spending is still increasing!!
Ok so still the supplier side. I'm in semis too. TSM, ASML, AVGO, etc. Volatile. Crowded. Was just thinking about what is AI actually good at. There's a lot of magic thinking about AI but it's very good at processing information. That got me thinking about businesses where that could lead to strong upside.
Entirely depends on your risk appetite and time you want to hold. AI infrastructure is in its early stages but extremely volatile. Semis + memory + data center buildouts are all growing thanks to enormous mag 7 capex. They all confirmed it’s going up through 2027 and likely until 2030. But can you handle enormous drawdowns if Trump decides to restart the war? Many are also taking on big time debt to keep up with the demand/scale, so something to keep in mind if demand slows. Long term growth mag 7 (besides Tesla) are always a safe bet. It’s hard to imagine Google, Apple, Microsoft, etc will slow down anytime soon. But they basically move the indices anyway so most people just buy SPY or QQQ. I’m a big fan of TSM personally. I personally don’t like dividends, at least dividend focused stocks, because I am younger and want the companies to reinvest in themselves rather than pay out a dividend.
Micron is my favorite name at the moment, but it's not for the faint of heart. high vol, high risk. Currently, the stock is pricing in a >70% crash to memory prices. That could happen, and historically has happened. But after I looked into the capex plans of memory makers, the schedule of wafer additions, I bet it doesn't happen for at least another year if not 2-3. Moreover, HBM prices/volume is being locked. My base case is that memory prices fall by 40-50% sometime after 2027 and even then MU is worth 1500-2k. TSM looks attractive to me as well and I recently bought, but obv if ASML increases their prices that will be at least marginally negative to all the companies buying their equipment.
2. how exactly? the hyperscalers guided higher capex for 2027 also why would your thesis play out just for the memory stocks and not other semis (TSM/ASML/AMAT/AVGO/etc.) ?
Thanks. I also held AMZN, MSFT, NFLX, and TSM.
I would be careful selling a broad index fund to swap into two individual semiconductor names unless this is a small high-conviction satellite bet. ASML and TSM are both great businesses, but that move is still a big jump in concentration and cycle risk. Usually the better question is whether you want core exposure or a deliberate tilt, not whether two stocks can replace the index.
I still am struggling to understand what it means when an agency anouces a price target.... Like TSM seems undervalued but I feel like you would need an army of autists to calculate forward value.
I'm a professional analyst and just built out models on these for my PA. TSM legitimately seems undervalued to me after this exercise. I modelled out their their production and costs by node. I put in fairly conservative assumptions, and expect about 40% upside in one year. ASML appears to be trading almost exactly at fair value at the moment. I'd expect them to move sideways unless they raise their prices. Which... honestly I don't understand why they don't do this. They're a damn monopoly.
Nice. TSM and ASML IMO are two of the more durable supply AI-related buildout stocks. I own them both.
Only way I'm selling TSM is if it goes to 480
I purchased 1 share of UGA as a hedge against the cost of gas going up. I lost way to much on ASYD and decided fuck this I'm not waiting on earnings....and dropped out for a 22% loss. Fuck my life. Still need TSM to go up to 428 either by 4pm or in the aftermarket hours.
Thank god. My largest position is in TSM and I'm unsure how the bubble will affect them. My other positions are finance stocks, steel manufacturing, and then index funds. I wonder if I should sell TSM break even at 425 and hold it in cash until the crash or some major other event that let's me find a sweet low entry point below average.
Semi is trading high preopen. TSM, ASYS etc all up
I disagree because even if we believe your sentiment that it’s hard to make AI profitable for a lot of smaller companies, there is no stopping the AI arms race between China and the USA. It’s geopolitical now and the genie can’t be put back in the bottle. Not to mention other countries who are in line for sovereign AI build outs. So I guess it depends what end you’re betting on, but the core of NVDA, TSM, ASML, American energy companies, data center cooling, and high speed networking, etc is going to make bank by real TAM expansion
Kind of. I have just held a position and it takes months and months to recover. I got fucked on META in Oct of last year and held for months to see break even. I got fucked on MSFT this year, got fucked on AMZN this year, got fucked on TSM this year. And I always just held and held until it recovered. Ironically, in a lot of instances cutting my losses would have saved me a shit ton of heart ache.
I don't know. Maybe. But after TSM goes up 5%, how the fuck was I supposed to know it would go up another 3%, then anoither 2% after hours?
Dude fuck stupid ass TSM. Of course it shits the bed when I hold, then once I sell for a loss, it fucking rockets. Shit is like fucking clockwork dude. Literally what the actual fuck.
Nah, friday. Today TSM rallied thanks to announcement regarding packaging development and the amazon google earnings. Now I'm only down 3% from my entry point. I need it to go green so I can exit before the AI bubble pops.
I don't fucking get it. How the fuck can META miss earnings and drop like 10-ish % with a weak out look. And AAPL, the most valuable company in the world, can grow some insane numbers, for such a mature company, beat earnings expectations, and drop 8-9% at the lowest? That's some grade A bullshit. And what's more bullshit is that I got fucked on both of them. Totally missed out on fucking AMZN and MSFT. Just got fucked on AAPL and META. And TSM and GOOGL for their earnings, for that matter.
Fuck my goddamn life dude. Got smoked on META calls, got smoked on AAPL calls. How in the fuck am I 0 for 2, when MSFT and AMZN are ripping to the fucking heavens???? When I played MSFT And AMZN the last 2 earnings, I GOT FUCKED. Oh yeah, and I got fucked on TSM earnings a few weeks ago, and GOOGL earnings last week. How in the actual fuck does this happen, that everything that I touch dies? Then there are half brain retards out there full porting into MU or SNDK calls yesterday and waking up to a fucking million dollars today. What the actual fuck dude.
Send it the public financials for stocks I'm considering as an .xls- I have a pro sub - and it comes back with its analysis. It's actually been amazing prediction-wise for TSM and INTC...least until this week...though I'm not sure anyone saw that coming
ADRs always trade at a premium look at TSM
I've been selling when I break even. That's like a gain to me. How pathetic is that. After multi-day losses, one just needs time to relax and regroup. That's said, I only broke even on Avgo today. Waiting to see if TSM will do it for me.
Situational Awareness, sells entire book. As semi crash possible push to margin call deleverage, as margin requirements skyrocketed. Another Archegos like crash for semi collapse last 3 week. Funds soon risk manage $STX $SNDK $WDC $AMD $INTC $AMD $AMAT $LRCX $TSM & sell semi
TSM says they are developing a packaging thingy magig to compete with intel
Really? Even TSM? It’s down like 25% from ATH while releasing its best quarter results of all time. To me, that’s a screaming buy at sub 400.
Need TSM and MU to recover a bit now
TSM and Samsung around 2T market cap. INTC at 600-800b market cap for the only US advance semi foundry seems reasonable to me. I'm full port aswell
Yeah, I'm "young" I guess in the sense that I'm not 60. But I'm somewhat taking risky plays to build up my fucking nest egg because I started so late. I was all in on META and TSM today and got absolutely fucked. I did go to the gym tonight though. But I don't have friends. Money is pretty fuckin deep though. Money gives you options in life.
Sigh dude. Got fucked on TSM. Got fucked on META. MSFT which I got fucked on over all of June, fucking rockets, and of course I'm not in it. Fuck my life dude. I'm 20k in the hole as of right now, probably going to be further down tomorrow and into next week. My life is fucking shit dude.
AMD, SCHD, VOO, TSM. That order of priority
I'm not....I don't even have options enabled. But TSM and ASYS consist of a major chunck of my portfolio and am getting raped by the market.
Still waiting for TSM for bounch back.
Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.
/b/ros. I feel kind of sick. I'm down over 20k on TSM/TSMX and META/METU. I'm not rich and while this isn't rent money, it's not money I can just light on fire and feel nothing about. Fuck my life dude. I supported MSFT through the last 2 earnings and got fucked. The one time I didn't, is the one where it fucking rockets. Fuck my life dude....
Because maybe Zuck's retarded ass selling compute power would change something. Idk. I fucking knew that MSFT would fuck me if I bought in. But I guess it's just whatever I buy, I get fucked on. TSM and META this time around.
Why the fuck did TSM almost recover today, then absolutely shit the fucking bed. What the actual fuck.
What the actual fuck dude. I got fucked on TSM, I got fucked on META. MSFT fucking rockets, but of course it does, I didn't buy in this time. jesus christ fuck my life dude.
Dude I'm fucking pissed. I got fucked by MSFT last earnings report. So I sat this one out and got into META instead this time. MSFT fucking rips 8% and META fucking SHITS THE FUCKING BED 10%. What the actual fuck dude. And I'm getting fucked on my TSM/TSMX position because of a fucking earth quake????? What the fuck kind of time line is this.
What you on about. My entire tech holdings are a blood bath on my portfolio. TSM I got in around the 420's Parked a few hundred in ASYS just to get bent over from the semi sell off.
Calls on TSM since Korea keeps breaking circuits
I wish I bought TSM stocks this month instead of last month
No, I’m perfectly happy being overweight in CME, Berkshire, ADP, Eli Lilly, and RSP. Other than that it’s just Google and TSM, both of which I bought forever ago.
My neighbor works for a pretty big fund and she told me they went all in on SK Hynix and TSM at the top and they are trailing SPX by -20% ytd and their biggest client withdrew like 8b or something
TSMC FOLLOWING JAPAN EARTHQUAKE: WE ARE INSPECTING EQUIPMENT AT KUMAMOTO FAB, AND CONDUCTING RECOVERY. WE EXPECTS INSPECTIONS AND CALIBRATIONS TO TAKE SOME TIME. $TSM ... God lost money on semis too
just waste management, the company (WM). PS: i was just kidding, im not going full Bboomer yet, but i did cut out memory (RIP) but keeping some semis TSM, NVDA (as 'value' semis).
Fuck my life dude. I buy the dip and it keeps on FUCKING DIPPING. I don't buy the dip, and of course it fucking V's. Fuck my goddamn life and fuck TSM/TSMX
I don’t mind holding the bag but I doubt I’ll buy any more. The long-term prospects feel good to me. Same with TSM. I’m generally not buying much in the way of semis or memory otherwise.
I'm literally fucking retarded dude. Fuck TSM/TSMU/TSMX. You goddamn fucks. They always wait for me to buy in then absolutely fucking shit the bed.
I'm fucked dude. I saw TSM rocket after hours, so I bought into TSMU, just did a market order. I got fucked on the fill and now I'm down bad, and now it's overnight and I can't sell this shit until open tomorrow. And TSM is going back down. I got fucked bros. I got fucked.
NVDA, MU, and TSM earnings still insane.
I'm pissed I didn't have money to buy the dip today after the quake. I saw TSM at 380...FUCKING 380. MY DCA for TSM is 420.
I just looked up TSM and looking into who holds major positions in it. Its all institutions. I am OK with this dip because if those people haven't used retail as an exit to liquidate the position that means they know the stock has to go back up to 900 a share. Looking forward to FED announcement this week. I am calling it, by Friday the war will be back on and oil and gas will spike. Not that any of this shit matters cuz the price at the pump isn't reflective of the current situation.
Oh weird ontop of micron, TSM and Google all saying demand is crazy and capex is going up through 2027 easily, every AI adjacent company so far has reported stellar earnings. Almost like this is a forced liquidation event to clear out all the huge margin within semi/AI sector. Hmm.
bought light into TSM & ORACLE today
here we go with the "STX will make or break memory" moment and fairy tales. just like TSM and ASML saved semi's right? yeah remember that? yeah that was fun.
So analysts say TSM target is 500+ What timeline they looking at cuz based on the last month Semi stocks are fucked this year. Elections adding more noise to the market.
If I had more $ I'd be buying TSM bags at this cheap ass entry price and bag hold for as long as possible till at least hitting 500 a share.
Fuck TSM and fuck the earthquake
Coke is up almost 7 fucking percent today. Absolutely nothing fundamentally has changed since June in any of these tech companies, Google and TSM confirmed demand remains crazy through 2027 with increased capex. And yet we’re seeing a literal dot com level burst, even faster.
I sure hope so I sold a put on TSM $365 8/28 yesterday. Looked so juicy it was hard not to. But it’s looking even juicer today unless this is the bubble popping and I’m becoming a bag holder.
Only semi worth buying still is TSM.
If you're reading this, you have that TSM too. https://preview.redd.it/hg1cfcjqwyfh1.png?width=350&format=png&auto=webp&s=2b28d940ef621ff59552bf9f82543145001574da
Not into bonds but I do watch the market to try and learn more about what bonds are and how they fit into the big picture. TSM spending spooked investors despite the fan in Arizona being built long before AI was even a thing. And TSM also mentioned they might be rising prices. Semi manufacturing is a very moated industry, even if you can inford the truly insane cost to start a fan you also have to blow money constantly playing catchup. ASYS is down, unable to determine why other than it follows TSM quite strongly in movement. AI spending spooks investors I would say yes. Iv been reading Burrys free posts and trying to avoid anything with to much exposure to the bubble. My exception to this is the hardware manufacturing firms with big moats and that have been around for a while. I also keep semi stocks as <50% of my total portfolio. Rest is in ETF's or in banking and metal manufacturing stocks.
TSM trading premarket below yesterday closed. Fuck this semi bullshit
TSM was too reasonable on their call. Instead of saying that they will scale up in Arizona as determined by market demand, they should have said they were going to try to buy Arizona and turn the whole state into a fab.
Got it...so my position is good. I need TSM to recover past 420
Rumor is earthquake his TSM....can someone confirm seeking alpha is telling the truth?
I full ported one of two trading accounts into SKHY (-30%), Samsung (-30%), MU (-20%) and TSM (-12%) in June and have about 20% in DRAM stocks in another one (-20%). How cooked am I?
For sure, but not just any names. For example - AMD is expensive, Nvidia and TSM are great value.
im confident spy is going to break towards 720s this or next week. no catalysts from the last 2 weeks have saved the market (TSM, Google, lower inflation)... at this point, the tops in. august and september coming up, worst months for the market. No reason for the market to recover, other than a shorts covering rally, or liquidity grab before a huge drop. playing puts from here til november.
A lot are pretty significantly undervalued like Nvidia and TSM. They'll go up a lot more than 10%.
Lucky that I’m holding TSM+NVDA and GOOG roughly 50 / 50, they always go opposite so kind of balance out the loss…
Google and TSM confirm demand is still incredible, increasing capex through 2027. NVIDIA says they’re expanding and investing in every layer of AI buildout. So it makes sense that the entire month of July is a 40-50% selloff in all the companies benefiting from this.
Yes, but those companies are not the ones selling the chips or running the datacenters that operate them. If one of Anthropic or OpenAI fail, the capacity from the hyperscalers just gets shifted elsewhere. They could both fail and open weight AI will get used on the GPUs instead. All you need to see is that they're running at capacity already, demand is growing. And AI is progressing which makes each GPU hour more valuable. The only thing irrational is a market that's pricing essential companies in this transformation like NVDA/TSM, that are supply constrained for the rest of the decade, and growing 70-80% yoy, with significantly lower forward pe than asleep at the wheel dinosaurs like Apple.
Are you not worried about the looming arbitrage trade between 000660 and SKHY when shares can be converted starting on the 29th? This should create some level of mechanical selling in SKHY, even if the valuations never go equal (see TSMC with TSM and 2330).
Interestingly no TSM, SKHY, ASML, NVO. They can’t do ADRs?
How does anyone hold anything is this market? After the TSM capex dump I completed exited after holding for a freaking year. These stocks make zero sense. Just pump and dump. I too had extremely high hopes for usar but, they’re being sued by MP and so many good stocks inherit lawsuits now from competitors and investors mad about Dumps now. Nothing is safe or steady in this market now