TW stock · Technology sector · Semiconductors
Company Logo

Taiwan Semiconductor Manufacturing Company Limited

TSMNYSE

91.83

USD
-2.83
(-2.99%)
After Hours Market
14.40P/E
13Forward P/E
0.72P/E to S&P500
476.230BMarket CAP
- -Div Yield
Google Trends
Recent Reddit Comments

The U.S. might as well just fired a missile at my TSM shares.

1
Reply
Share
Report
Save
Follow

TSM alone is enough reason for me to buy ex-US stocks instead of considering US global companies as "diversified enough".

1
Reply
Share
Report
Save
Follow

Hope Balloongate doesn't affect TSM's price. It's been on such a nice upward trajectory.

1
Reply
Share
Report
Save
Follow

TSM puts for China Taiwan invasion?

1
Reply
Share
Report
Save
Follow

Rklb Wbd Tsm, what do you think about this highly stupid portfolio?

1
Reply
Share
Report
Save
Follow

LVMH, LIN, ASML, TSM, SONY, AIR are examples of high quality non-US stocks.

1
Reply
Share
Report
Save
Follow

Yeah its def a cyclical industry. I'm actually down a bit with both them and TSM but long term im pretty optimistic.

1
Reply
Share
Report
Save
Follow

Can i atleast keep my forign stock investments like tsm and stuff.

1
Reply
Share
Report
Save
Follow

User Report| | | | :--|:--|:--|:-- Total Submissions|8|First Seen In WSB|1 year ago Total Comments|375|Previous Best DD|x x x x x x x Account Age|1 year|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)

^^Discord ^^BanBets ^^VoteBot ^^FAQ ^^Leaderboard ^^- ^^Keep_VM_Alive

1
Reply
Share
Report
Save
Follow

The entire supply chain:

TSM for chips

NVIDIA/AMD for CPU/GPU

MSFT/GOOGLE for software AI solutions.

1
Reply
Share
Report
Save
Follow

>however, I am intimidated by the idea of having to balance things on my own. Is it not that complicated?

OK, I may be biased because I actually like math, but it blows my mind how many people are intimidated by a little simple arithmetic. All you need are a few decision rules and a spreadsheet (or pen and paper and a calculator), Once you set it up initially it is easy-peasy to maintain.

Start with your 401k. What are the cheapest options besides TDFs? I would put all my bonds in Traditional 401k since bonds and traditional both get the same bad tax treatment. If your 40lk had a stable value fund that could be a substitute for bonds especially if you have a low % allocated to bonds.

Then look at domestic stock funds - either a total market index fund (best), an S&P 500 index fund plus either an extended market fund or small-cap/mid-cap fund (better) or just an S&P 500 index fund.

My 401k from my prior employer has VG institutional index (which tracks S&P 500) and the VG extended market fund. Four parts institutional plus one part extended market approximates the total market. When I was working, I set my contribution allocation to the same 4:1 ratio along with allocations to bonds and international (since I needed more than what I had in taxable). Basically set it and review it once a year or if there was a big market correction.

For Taxable, I would start with VXUS to capture as much of the foreign tax credit as possible. It there is still room look at VTI.

For Roth, I would go 100% stock. If your 401k had a good domestic TSM index fund (or you could approximate it) I would go for an equivalent fund here. If you were limited to an S&P 500 fund in the 401k, I would look at extended market index or a combo of small/mid cap to fill in that gap. If you needed more international than would fit in taxable, you could also put it here.

When you need to adjust the stock/bond balance make a transfer of funds in your 401k or if minor tweak your new contributions.

If you need to adjust balance between domestic and international do that in your 401k (if there is a good international option) or your Roth. Also use your annual Roth contribution as a rebalancing opportunity.

1
Reply
Share
Report
Save
Follow

Tesla, Boeing, tsm, amli, blbd, cifr, sblk, soxl, tuya,... that's most of my $.

1
Reply
Share
Report
Save
Follow

I put litteraly every spare penny I had into stocks in 2022. Was cash poor at the end of every month. Mostly VOO and QQQ. But a few beaten down favorites like TSM and BROs. Hopefully we start reaping the rewards.

1
Reply
Share
Report
Save
Follow

Heyyy I've been thinking about getting tsm

1
Reply
Share
Report
Save
Follow

Well, Meta and TSM are first that comes in mind. At it's lowest it had a PE of 14 and IBM which is practically dead in the water for the past 10 years with a net margin of 2% had PE of 20.

1
Reply
Share
Report
Save
Follow

My current holdings (purchased Nov 2022-early Jan 2023) Good mix of growth, value and defensive with nice dividend income. Portfolio is up YTD. Input is always appreciated, but I believe this is a strong blend of companies and funds for the duration of 2023 and into early 2024.

STOCKS

AAPL, AMAT, AES, ASML, AXP, BKR, CPNG, CVX, HAL, INTC, KO, MRK, NIO, NTDOY, PARA, PCRFY, PM, QCOM, SQM, TSM, VZ

ETFs

DIA, HDV, KIE, NOBL, QQQ SCHD, SPY, TLH, TLT, VB, VTV, XLE, XLF, XLH

Fixed Income and Money Market

One year CD ladder @ 4.7%

SWWXX (AMT tax free money market)

SWYXX (Tax free NY municipal money market)

1
Reply
Share
Report
Save
Follow

Again, AMD got Ryzen and coin mining at the same time and they needed a third party to fab more than they could fab alone.

TSM made money, but without NVDA and AMD doing design they wouldn't have.

1
Reply
Share
Report
Save
Follow

If China attacks Taiwan this probably will be the beginning of the 3rd World War and the price of your TSM stocks should be the last of your worries.

In that scenario you could expect a dump in the market of 40% or 50% in one year, same decline expected for all the companies of technology mounting TSM semis.

Taiwan makes 65% of the world's semiconductors and almost 90% of the advanced chips.

1
Reply
Share
Report
Save
Follow

Damn Buffet is already up almost 50% on his 6billion TSM buy, meanwhile I'm up 30% on my 3 shares, so I've got that going for me, which is nice.

1
Reply
Share
Report
Save
Follow

i shorted TSM a week and a half ago lol. im so bad at this

1
Reply
Share
Report
Save
Follow

Could China just buy TSM instead of invading for it?

1
Reply
Share
Report
Save
Follow

Equity - 65%

ETF's

IVV - 25%

VXF - 8%

VXUS - 15%

Dividend

JEPI - 4%

Stocks

BRK.B -2%

TSM - ASML - 2%

MSFT - 2%

GOOG - 2%

JPM - 2%

AMZN - 2%

DKNG - 1% - Gamble stock

​

Bonds - 35%

BAC Corp 3.5 Apr19'26 - 8.75%

JPM Corp 3.9 Jul15'25 - 8.75%

WFC Corp 3.0 Oct23'26 - 8.75%

AXP Corp 3.125 May20'26 - 8.75%

1
Reply
Share
Report
Save
Follow

INTC doesn't fit neatly into a single area so you're correct there. A more direct comparison (debatable) would be TSM.

TSM revenue is higher than INTC and INTC still has over 2.5x the number of employees.

1
Reply
Share
Report
Save
Follow

The geopolitics around TSM and Taiwan are the most important in the world RN

1
Reply
Share
Report
Save
Follow

TSM slid as well.

1
Reply
Share
Report
Save
Follow

I own shares of both amd, nvda and intc. But I miss tsm.

1
Reply
Share
Report
Save
Follow

Mixed bag. Intel and Samsung missed, but TSM killed it. Got a 85/65 straddle going for 2/17 for roughly $2.00.

1
Reply
Share
Report
Save
Follow

All my TSM shares got called away, I'd like a reentry but I'm concerned about silicon demand annihilation in a few months.

MSFT is doing a great job figuring out how to turn these things into products, so I'm bullish if I get a good entry.

1
Reply
Share
Report
Save
Follow

Damn TSM is almost a buy but I’m holding for mid 80s I hope

1
Reply
Share
Report
Save
Follow

Im watching TSM, TSLA, AAPL, LCID

1
Reply
Share
Report
Save
Follow

The semiconductor industry has been on fire this year, with the VanEck Semiconductor ETF (SMH) up over 19% since the start of January. The sector has been driven by strong demand for chips from a variety of end markets, including 5G, automotive, and data center applications.

The top performers in the space so far this year have been Taiwan Semiconductor Manufacturing Company (TSM), up 30%, NVIDIA Corporation (NVDA), up 28%, and Advanced Micro Devices Inc. (AMD), up 27%. Other major players like Intel Corporation (INTC) and Qualcomm Inc.

^^Discord ^^BanBets ^^VoteBot ^^FAQ ^^Leaderboard ^^- ^^Keep_VM_Alive

1
Reply
Share
Report
Save
Follow

User Report| | | | :--|:--|:--|:-- Total Submissions|8|First Seen In WSB|1 year ago Total Comments|364|Previous Best DD|x x x x x x x Account Age|1 year|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)

^^Discord ^^BanBets ^^VoteBot ^^FAQ ^^Leaderboard ^^- ^^Keep_VM_Alive >TL;DR: Amazon is forecast to report strong fourth-quarter results on February 2nd, driven by growth in its e-commerce business, expanding Prime footprint, and aggressive stance on physical presence. However, inflationary pressures and a slowdown in online shopping could pose risks to the company's performance.

1
Reply
Share
Report
Save
Follow

TSM🌝

1
Reply
Share
Report
Save
Follow

What they mean is if it moves too far you'd basically end up bag holding...

So use $100 TSM. You sell a cash secured out for some credit, I'm making one up saying 1.93. But the stock moves way lower than you're expecting... Say $80. You'd have $10,000 sunk into a stock worth $8,000. Now, theoretically this is still referred to as an 'unrealized' loss, especially if you're doing a wheel type strategy so you wouldn't want to just sell covered calls on that because if you're wrong again you're unrealized loss is now very realized. The only option is really holding it until it's nearer your value and so on.

1
Reply
Share
Report
Save
Follow

Why not in the positive? Are you only saying that because there is a risk of the stock going even lower?

Let’s say I wanted to own 100 $TSM. Considering FOMC is this week, what can I do to maximize gains?

I think the best way would be selling a long-dated CSP to try to collect as much premium as possible. If I plan to average down then I can repeat if the stock price goes down after FOMC. I would be automatically assigned right?

1
Reply
Share
Report
Save
Follow

Finally my TSM will recover

I bought the top

1
Reply
Share
Report
Save
Follow

Yeah, TSM is having difficulties meeting their targets. I don’t see how Intel is going to come in and leapfrog them when this is all relatively new to them. But then again, TSM misses their targets basically every time now.

1
Reply
Share
Report
Save
Follow

Isn’t it transitioning to TSM and not ASML. They want to make a fab line and produce chips like TSM. ASML produce machines that create chips. Different segment of industry.

1
Reply
Share
Report
Save
Follow

CONTRARIAN ALERT

Don't count INTC out. IMO this will be another GE turnaround story. There will be a lot of demand and Intel has its place. The Semiconductors Sector is the new "oil" -- if you don't own any semiconductor stocks I would start with TSM, ASML, INTC, NVDA, ACLS and QCOM or pick an ETF.

Back to INTC..... CEO Paul Gelsinger has a solid turn around plan that includes 3 pillars -- cutting costs (cut $4.2B in costs), exiting non-core businesses and launching new technologies.

IMO the stock will stay repressed until end of 2024, so you'll see nothing in the short term but they will eventually take back market share with new products and aggressive pricing. I'm invested heavily in TSM but China will invade Taiwan in the next 2-3 years and a company like INTC would benefit from that even if just based on fears in the market.

  • INTC earnings are forecasted to grow 11% per year
  • Short term assets $50.4B exceed short term liabilities $32.2B
  • 5.18% Dividend
  • High insider buying the last 3 months

Buying INTC once it drops a few more bucks. I will buy and hold long.

^(I am not an investment advisor offering professional or financial advice. I am stating my personal opinion, please do your own diligence.)

1
Reply
Share
Report
Save
Follow

Honestly, I think investing in semiconductors is a good play. The amount of hardware that will be needed to sustain the growth in AI/ML/DL is only going to increase exponentially. Take a look at how much hardware was needed to train ChatGPT... Can also add gaming to the pile, which AI is beginning to penetrate as well.

Additionally, with the continuing rise of EVs and self driving cars, battery powered lawn equipment, smart appliances, etc., even more semiconductors needed.

Lastly, the CHIPS Act has been passed. Going to be a TON of money going into expansion and R&D with many of these semiconductor companies in the coming years.

SMH - If you want to weight heavier toward TSM SOXQ - If you want more diversification and lower ER

1
Reply
Share
Report
Save
Follow

This is likely going to be a slow and steady decline with a couple pops of gains before that happens. Sometimes the market and the economy are disconnected for a long time. As long as unemployment stays low and people keep spending money inflation will remain stubbornly high. I had a lot of cash and invested a chunk at the end of last year and its up 14% YTD. Not bad for one month in the market. Point is, you're young, there are definitely still stable fairly valued stocks to own. If I were you I would ask him to revise to 50/50 putting a good chunk of your stocks in stocks with dividends like VZ, SQM, PARA, TSM and definitely be in some emerging markets ETFs like CHINA the china ETFs are up 15% YTD. Bonds at age 36 just seems a little excessive. Look at value stocks with increasing dividends.

1
Reply
Share
Report
Save
Follow

Taiwan Semiconductor (TSM) is the market leader, they're expanding and that stock will keep hitting new highs. It's had a nice run so far this year and still under $100. By 2024 it should be close to $200 and it pays a dividend. Everyone should own TSM ASAP and hold for at least 2 years.

1
Reply
Share
Report
Save
Follow

TSM Taiwan Semiconductor all day long.

1
Reply
Share
Report
Save
Follow

Amd and tsm and tesla about to get a big wake up call

1
Reply
Share
Report
Save
Follow

TSM $140 by 4/10/2023

1
Reply
Share
Report
Save
Follow

It isn't a zero sum game. I own NVDA, TSM and AMD. I may add ASML at some point but it is so expensive and the options chain is illiquid.

I like to own and write options on my holding so it is a big deal.

1
Reply
Share
Report
Save
Follow

Okay, now I see what you're saying. The developed vs. emerging is really arbitrary: it really depends on how you treat China, which is part of the BRIC bloc. Is BRIC emerging? Most people will say BRI is and C is or isn't depending on whether you focus on China as a whole or southern China like Shenzhen or Guangzhou or the countryside. Is Taiwan developed or emerging. It's developed but some emerging funds will classify that as emerging just to sneak in Taiwan Semi. I include China as part of the emerging. Many EAFE funds do not have big China tech companies that move the market like BABA, Tencent and JD -- they would corrupt those funds by skewing returns. Despite the geo risk, you still might want some China and that is enough reason to allocate 20-20 than 30-10: With that 30, you're getting Japan & Germany's Big 5 + Western Europe + Samsung + TSM. You want China + Brazil + India plus RoW where growth potential reside. Or have a separate China ETF: it's an active market that deserves to be treated spearately.

1
Reply
Share
Report
Save
Follow

TSM will be a part of those efforts, as they're going to be making chips outside of Taiwan.

1
Reply
Share
Report
Save
Follow

It hasn’t managed to really grow though. Data center grew 1% QoQ for both Q2 and Q3. It’s probably better to say it’s managed to stay flat than keep growing given how explosive 2021 was. That’s why the YoY numbers seem much better. But it’s been flat for at least half a year.

Have we seen a contraction in data center spend before? I think people are gonna be surprised by data center going down. Everyone seems to think it’s impenetrable and I am not sure why. When companies cut cost, they don’t just fire people and say job accomplished. Data center had been flat even before tech company cost cutting measures started late last year. They also have the China ban to contend with. I know they moved some orders around with TSM to prioritize the ones they could sell, but that’s neutral news at best

And I know AI spending is getting some hype. Facebook was increasing their capex for AI investment by 10% from $33B to $36B and that generated a lot of hype but the amount spent on chips is just a fraction of that and I’m not sure who supplies them. MSFT also chose NVDA for Azure. Oracle too maybe?

I just have a bad feeling about data center this quarter. Intel reported 30+% lower sales in their data center and AI group YoY. And while the bulk of that was execution, I’m gonna venture and guess a lot of that was market too.

Don’t even want to talk about consumer stuff, the hardware slowdown is known to be horrid. 4090 was sold out at launch but launch was Q3. Q4 launch was the 4080 and that absolutely flopped and was already having price cuts by December

1
Reply
Share
Report
Save
Follow

Sadly Tesla has recovered up to 170, otherwise, I'd recommend it when it was 110-120 ish. Fundamentally, the best thing you could do is buy an divdend yielding stocks, etf or REITS. And as you continue to work and contribute towards your investment fund to build up your positions. The ideal asset portfolio is a up a mix of value stocks, interest yielding assets (Bonds, but personally I wouldn't recommend it), actual precious metal (non paper) and finally some riskier investments (tech/startups stocks/companies). Companies to consider are as followed:

Value:

  • CVX: Energy = gas, everyone needs it regardless of the transitioning to green energy that's years down the line) A bit overpriced in my opinion, but something to look at. Decent Dividends and decent balance sheet (Risk: Moderate)
  • DIS: Entertainment, regardless of whatever time period: high inflation, recession or good times, everyone wants some form of entertainment. Now that DIS has disney plus, will help capture some market share of online streaming. Dividend yielding and decent balance sheet (Risk Low)
  • TSM: Semi-conductor chip manufacturing, despite the slowdown in demand, every modern devices require semi conductor chips to function. Thus, long term they will continue to gross more. Dividend yielding and decent balance sheet (Risk: Low)
  • TYSN: Tyson foods, everyone needs to eat, doesn't matter. It's an essential (Risk: Low)
  • KR: Kroger is a bit volatile, but again I think fundamentally it's business is expanding and still have some room to make. (Risk: High)
  • P&G: Proctor and Gamble: Dominates the world with it's insane supply chain and access of supplies, products that everyday ppl uses. (Risk: low)
  • V: Visa, everyone needs credit and it comes with good dividends, but if economy becomes rough. Defaults and bankruptcy may occur and the company may need to acknowledge losses. (Risk: High)
  • Railroad stocks are definitely something you could look at.

Technology:

(Work in process)

Metals/Rare Earth Metals:

(Work in process)

REITS/ETF:

(Work in process)

1
Reply
Share
Report
Save
Follow

You quote buffet. But he recently made big moves into the actual champs in the space: TSM.

INTC is a falling knife. I’ll build a position when they end their dividend. Though I imagine that’ll be buying somewhere between $10-$12/share.

1
Reply
Share
Report
Save
Follow

I'll say this. TSM is a valuable industry leader but I'm going to pass on the chips and move into the Reits

1
Reply
Share
Report
Save
Follow

If you can't tell from my post history or flair, I enjoy any chance to talk about intel or tech in general.

Intel is investing a whole bunch of money right now to not only catch up to AMD's recent performance jumps and expansion, but also expand their fabs and open them up to 3rd parties.

The problem with this is that this isn't the first time Intel has tried this fab play, this would be their second attempt. Intel's catchup plan also involves an ambitious 4 node shrinks in 5 years, which anyone knowing Intel's 14nm to 10nm kerfuffle knows there will be delays.

However, with all that said I do think Intel will be just fine, by no means will it be outperforming until atleast 2024, but it's a solid dividend play at a currently good valuation. I realize everyone's more AMD leaning right now, so am I, liked it since 2016. Although Tech is always back and forth, Intel will regain its crown eventually, it'll just take time and heavy investments which will hurt short-term.

Those are my go-to talking points from the past. Since I wrote this little write up AMD released AM5, which for the normal consumer makes no sense as Intel delivers 95% of the performance for cheaper. ARC in my eyes was more successful than I thought it'd be (though I frankly had really low expectations) and absolutely can't wait for battlemage this year, with how drivers have been going for ARC, I have high hopes. What worries me is the raptor lake refresh rumors that I first heard last year, makes me think intel may not have their node shrink ready in time like they thought unless if I missed something. And please intel figure out your enterprise chips.

TLDR because I went on a tangent at the end: I like Intel and what they're doing, but they definitely have flaws. TSM is a much saner play than INTC at the moment. I for one own both.

1
Reply
Share
Report
Save
Follow

I'll explain my slightly moronic story with this stock. I initially owned way too many of Intel's competitors (AMD, Nvidia etc.) so as a hedge I bought some Intel. This included doing the background research, listening back to all of the Gelsinger earnings calls yada yada...

After listening to these terrible fucking earnings calls I decided actually I won't sell it because I like the Fab buildout plan. There are still shortages, demand for the fab side should stay strong. Its so important geopolitically and AMERICAN (fuck yeah) and I can still hedge my now even bigger other semi-positions.

While the intel part has gone poorly, the TSM, Nvidia and AMD part is going pretty decent?? Hope you enjoyed this

1
Reply
Share
Report
Save
Follow

TSM - Taiwan Semiconductor

1
Reply
Share
Report
Save
Follow

As you're from the US I'll skip my euro holdings.

Do with this info what you wish.
ATVI, ACRE, ASX, Fabrinet, Genpact, GRBK, KLAC, LRCX, LITE, Medifast, MSFT, NVDA, SMSN, SSNC, TSM, TER, UPS

Just sold MTH, might buy back General Dynamics or Pepsico.

1
Reply
Share
Report
Save
Follow

>It's bullshit marketing, AMD is bargain bin value, the always save of chips in part thanks to TSM.

The marketing doesnt matter if the results are still there. The first Intel is on Rank 23. TSM makes the chips for Nvidia, Apple and AMD and delivers the results.

https://www.cpubenchmark.net/high_end_cpus.html

>They are not world leaders, they are neck deep in a highly competitive field, and once the new fabs open, they will be in the shitter. Their methods for "measuring" their chips is a lie.

They are ahead in literally every benchmark. Wether that is power consumption, delivered processing power, etc. I agree that the market is BS, but you are ignoring the results here.

1
Reply
Share
Report
Save
Follow

Intel fab can't output lower size die at mass and has to outsource some fab to TSM. Upper management seems disconnected to from engineers, production and what is really needed to get the company back on track. I have little faith in Intel right now.

1
Reply
Share
Report
Save
Follow

"Value" stocks: McDdonald's (PE 36), PG (PE 30), Coca Cola (PE 30), Costco (PE 40)

"Expensive" tech stocks: Meta (PE 13), GOOG (PE 18), AAPL (PE 21), QCOM (PE 11), TSM (PE 13)

1
Reply
Share
Report
Save
Follow

For clarity you are thinking intel is a better buy than TSM??

1
Reply
Share
Report
Save
Follow

TSM bad earnings, INTC bad earnings. Environment shit. Buy NVDA.

1
Reply
Share
Report
Save
Follow

Meta internal report signifies that it’s an intel specific problem. Meta, Google, and Amazon will have great cloud growth which is why AMD is winning market share and TSM had great earnings.

1
Reply
Share
Report
Save
Follow

Meta internal report signifies that it’s an intel specific problem. Meta, Google, and Amazon will have great cloud growth which is why AMD is winning market share and TSM had great earnings.

1
Reply
Share
Report
Save
Follow

Meta internal report signifies that it’s an intel specific problem. Meta, Google, and Amazon will have great cloud growth which is why AMD is winning market share and TSM had great earnings.

1
Reply
Share
Report
Save
Follow

Meta internal report signifies that it’s an intel specific problem. Meta, Google, and Amazon will have great cloud growth which is why AMD is winning market share and TSM had great earnings.

1
Reply
Share
Report
Save
Follow

Intel is getting raw dogged by TSM. Their technology is like 10 years behind what the cutting edge of semiconductor manufacturing is at right now. There's like no scenario that Intel will even catch up to Samsung, never mind TSM. I don't see a way in which Intel will be relevant in the semiconductor scene unless they literally poach the entirety of TSM.

1
Reply
Share
Report
Save
Follow

>Not really, TSM specs are mostly fluff, the NM size is literally distorted.

It doesn't matter tho, the TSM chips are better than those of Intel. Intel now also produces with TSM and the Apple and AMD chips are great.

1
Reply
Share
Report
Save
Follow

Not really, TSM specs are mostly fluff, the NM size is literally distorted.

"Samsung 3nm has a lower density than Intel 10nm. Tsmc 5nm has a lower density than Intel 7nm.

The nm naming convention hasn't been practical or reflective of actual transitory gate size in over a decade."

Basically, nm comparisons are bullshit and TSM isn't a distant leader, if anything, they are nose to nose with Intel right now.

1
Reply
Share
Report
Save
Follow

You got it wrong, the problem is not AMD. The real Intel killer is TSM. Those Taiwanese are killing it, even Samsung can't compete with them.

1
Reply
Share
Report
Save
Follow

TSM and specially AMD are killing INTC.

1
Reply
Share
Report
Save
Follow

People still see Intel as a leader in this space, which is wrong. What they're doing is making a super risky bet on a comeback story. Value investors should instead Invest in TSM, but are too afraid due to geopolitcal uncertainty and an overblown threat of a Chinese invasion of Taiwan.

The first point is fair, hence why the stock trades as a discount - so really a non issue. The second is extremely unlikely (downright impossible according to my research) and so really not an issue.

Get out of Intel and into TSM. Or possibly into one of the other GREAT dividend paying semi plays like ASML, AVGO or even NVDA, even if they aren't quite comparable.

1
Reply
Share
Report
Save
Follow

IMO Intel is still a safe long term play though at this price. Their 13gen chip just came out, fully supports ddr5 which we are still waiting on AMD for , and it's still the best top tier chip for gaming. that being said the company itself imo is a fairly safe investment. relying on TSM too much is a downfall.

1
Reply
Share
Report
Save
Follow

This is why Lisa Su is running circles around Patty and Intel. She foresaw a slowdown in consumer tech, so she went out and acquired Xilinx (which has contracts in automotive, military, and communications fields. Intel has NO moat. They're paying for it. This is an Intel problem. Some semis are weaker sure but TSM (AMD, Nvidia, and Apple) are still big costumers and showing there is strength despite the soft landing eroding some of the Covid gains. I'm gonna be riding AMD calls when the market dips tomorrow :)

1
Reply
Share
Report
Save
Follow

US government is investing $52B in Semiconductor manufacturing, but that isn’t happening for at least a couple years. Geopolitical tensions between China/Taiwan/USA are pushing TSM down. If TSM comes to the states Intel is fucked. If china takes Taiwan, Intel is gold. Its a slow mover rn.

1
Reply
Share
Report
Save
Follow

The Pentagon declared microprocessors a national security priority, banned any US citizens from working on manufacturing or designing chips on the Chinese mainland, and guaranteed INTEL would have access to the best manufacturing tech from around the empire going forward. TSM was previously first in line for the best chip-building machines, but have been told that they must build in America if they now want to remain second in line.

Intel are spending big on building new manufacturing all over the western world at a time when chip demand is stalling (due to the crypto collapse and global slowdowns in computer sales). ATM they are trading just above book value, and are increasing their book value with new next-level factories. Their goal is to be the world's pre-eminent chip designer and manufacturer once again, and are absolutely on track to achieve that.

If you believe the microprocessor market is going to contract then avoid INTC like the plague. But if you think like I do, that computers of all kinds are only going to get faster and more popular, INTC is a great buy and hold at this price.

And with the market as it currently is, it's possibly a nice way to lose money betting on an overnight rebound play.

1
Reply
Share
Report
Save
Follow

TSM?

1
Reply
Share
Report
Save
Follow

Depends on the chip. The crappy ones used to power airbags in ICE cars? Worthless commodity. The latest Nvidia chip as manufactured by TSM? Worth starting (or at least threatening) WWIII.

1
Reply
Share
Report
Save
Follow

Got you g! Free suggestion here too - another company that works with/for DARPA in the semiconductor industry is $SKYT (Skywater Technology). Notice how they didn’t dip like every other semi stock because of Intel’s shitty earnings. They don’t exist in the same realm as NVDIA, TSM & AMD, they are a pseudo-extension of the feds.

1
Reply
Share
Report
Save
Follow

I bought TSM what does this mean for me

1
Reply
Share
Report
Save
Follow

It’s fine

TXN guided down

LRCX guided down

INTC guided down

TSM kinda guided down although still decent

ASML did decent but have a big log years long

I’m sure this semi run is deserved

1
Reply
Share
Report
Save
Follow

TSM free money

1
Reply
Share
Report
Save
Follow

TSM about to go nuclear look at all the moving averages I have up combining together.. last chance before I gloat about it tomorrow

1
Reply
Share
Report
Save
Follow

$TSM about to explode, look at all the moving averages I have up and how they're almost all aligned at one point... **SINGULARITY**

1
Reply
Share
Report
Save
Follow

To address your first question, a good example of a stock I really loved that paid me well (until these last couple days actually) is TSM. When I got in on it they were constantly increasing by about 1.5-3% daily. Weekly was around 7-8%, and then monthly was almost 20% I believe. Initially, I was waiting for earnings but I made such a killing on it that I bought more options.

To be clear, I buy calls almost exclusively. Last put that I purchased was against southwest during their whole debacle through December (because I was at the airport waiting for my damn southwest flight!)

For your last question, I really don't have a good answer for you. Maybe because I'm greedy? I'm hoping the price will stabilize and possibly increase even further. Sometimes it works, sometimes not so much.

It works so far, like I said though I'm new to the options game so who knows.. at the end of the day it could all be dumb luck? That's why I'd like the alumni to help me do better!

1
Reply
Share
Report
Save
Follow

User Report| | | | :--|:--|:--|:-- Total Submissions|8|First Seen In WSB|1 year ago Total Comments|360|Previous Best DD|x x x x x x x Account Age|1 year|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)

^^Discord ^^BanBets ^^VoteBot ^^FAQ ^^Leaderboard ^^- ^^Keep_VM_Alive >TL;DR: Be like water, my friend.

1
Reply
Share
Report
Save
Follow

28 years old and plan to hold long term. Thoughts and criticism welcome!

Core: VTI - 75% VXUS - 25% VB - 12.5% (thinking about lessening this)

Individual Stocks for “Fun”: STLD 2.11% SQM 2.11% HAL 2.11% TSM 2.11% BAYRY .76% TEVA .8%

1
Reply
Share
Report
Save
Follow

Uh didn’t TSM have earnings like a couple weeks ago

1
Reply
Share
Report
Save
Follow

I believe that both TSM and ATVI are good stocks to buy right now. I think they are both undervalued and have a lot of potential.

1
Reply
Share
Report
Save
Follow

About to load tf up on TSM & ATVI, both earnings within 2 weeks, both near the 200sma, both buffet stocks, and spy about to bust a 🥜

1
Reply
Share
Report
Save
Follow

Yikes that is way too complicated .... and expensive. Not to mention it is pretty far from the actual market cap.

My 401k is in VG Institutional Index, VG Extended Market, and VG international index plus a bond fund (because I am already retired).

I use 4 parts Institutional to 1 part extended market to simulate VG TSM which I hold elsewhere in my investment portfolio. (VTI is simply the EFT-version of the of TSM index fund version so you can do exactly what I do).

My personal target is 70/30 domestic/international but you might come to a very different conclusion. (And VXUS is simply the ETF version of the VG International index fund that you already have in your plan).

Their recommendations for your Roth are ridiculous and in fact should be viewed as criminal IMO. The TIAA-CREF S&P 500 index has an ER or 0.30%! VFIAX (VG's S&P 500 index in admiral class) has a minimum purchase of $3000 and an ER of 0.04%. And in a Roth account, you could simply purchase to ETF version (VOO).

Seriously, say no thank you and I would warn my colleagues about their predatory recommendations.

NOTE: for anyone else who didn't realize that Vanguard also offers index funds that correspond to the many of their big EFTs, check out this pdf.

1
Reply
Share
Report
Save
Follow

Oof rip my NVDM and TSM calls.

1
Reply
Share
Report
Save
Follow

28 years old and plan to hold long term. Thoughts and criticism welcome!

Core: VTI - 75% VXUS - 25% VB - 12.5% (thinking about lessening this)

Individual Stocks for “Fun”: STLD 2.11% SQM 2.11% HAL 2.11% TSM 2.11% BAYRY .76% TEVA .8%

1
Reply
Share
Report
Save
Follow

Why doesn’t Taiwan invade China and turn the country into one big TSM factory?

1
Reply
Share
Report
Save
Follow

Made 20 on 90 on some TSM puts while everyone reacts to MSFT, my only regret is being a coward and not making more money

1
Reply
Share
Report
Save
Follow

I just threw a bunch more at TSM ,NVDA,DRLL &TSLA. Is that bad?

1
Reply
Share
Report
Save
Follow

I noticed that Taiwan Semiconductor (TSM) had a very strange spike like this too right at market open.

1
Reply
Share
Report
Save
Follow

Microsoft just said azure is slowing significantly and consumer electronics are the worst they have been in a very long time

TXN today said semi’s are fucked besides automotive. TSM said the same thing

MU said memory is fucked for most of the year

Bet Intel gives some shit guidance Thursday. Think Lam is tomorrow but I am not expecting a bad guide from them

This 🌽 bro and ChatGPT hype can only last so long

1
Reply
Share
Report
Save
Follow

O yep you’re right I just read it wrong

They’ve become the second semi company to say semi growth is fucked outside of automotive sales, TSM said the same thing in their ER. Interesting how the others are reacting more to MSFT barely eeking out a beat in cloud growth with already low expectations

1
Reply
Share
Report
Save
Follow

If there's 10M apes, and each put $10k into market in last month, it would only be a change of $100B.

Looking at tsm, TSLA, AMD, etc. It looks like a lot more than just $100B has poured in.

1
Reply
Share
Report
Save
Follow

NVDA TSM MSFT

1
Reply
Share
Report
Save
Follow
Recent Tweets
We asked R6 legend @TSM_Beaulo what it means to have contributed to an immense part of TSM's legacy. #TSM100 https://t.co/rzxkcywKCA
1
12
260
$TSM - After A Successful 'Accumulate' Call We Move To Hold On TSMC. https://t.co/sfpOiSPltg #trading #markets #business
0
0
2
Told my e-sports professor that I’m a twitch partner and a tourney host. I also told him I will be working with @TSM for my assignments and he was so excited!! He said it was an honor for me to be in his class 🥹 that just made my day, I’m so happy. 🫶🏼
7
7
180
TSMC's gross margins will drop by almost 8 percentage points in 1Q23 vs 4Q22. That means 20 percentage points of 'utilization rate'. Every 40bps of gross margin drop means a 100bps utilization drop. $TSM's utilization rates could drop to the low 70s in 1Q23. 2Q23 could be worse.
2
11
48
fk crosshairs, how close do y'all sit to your monitor? https://t.co/hyagR8D3H5
20
22
813
OGs back in the building. https://t.co/0ohEMFhask
18
34
989
We asked the CEO himself @ImperialHal what it's like to hear the roar of the TSM fans firsthand. #TSM100 https://t.co/L8tXVKuMfC
34
102
2441
No matter the CPI, after seeing $TSM results today I'll load more on $NVDA puts
24
17
202
$TSM TSMC Q4 FY22: • Revenue +27% to $19.9B (~$0.4B miss). • Gross margin 62% (+10pp Y/Y). • Operating margin 52% (+10pp Y/Y). • Capex $36.3B ($36B expected). • EPS $1.82 (~$0.05 beat). 5nm & 7nm were 32% & 22% of revenue, respectively. https://t.co/2f6iNwMRKf
20
234
930
$TSM Q4: - 26.7% revenue growth - 52% operating margin - 74% YoY growth in automotive - $76 billion full-year revenue https://t.co/fOMjiKllnM
0
1
14
The utilization rate for TSMC's 5nm process technology manufacturing services has collapsed, falling to 70% from previously being overbooked, DigiTimes reports, citing unnamed industry sources. $TSM https://t.co/Xz0iTZHVVS
5
19
73
Big E has had enough https://t.co/fBOlDzHjuV
162
454
7242
Taiwan Semi $TSM trading at a 12-13 p/e. Hasn't traded at this multiple since the 2015 pullback. Trailing 12 month earnings were $2 back then. Now they are $6. You think Uncle Warren knows what he's doing? https://t.co/9Y3wxaUJP9
5
2
22
The Apex boys have arrived at HQ https://t.co/OR68sGaCD3
32
83
2565
Earnings season is about to start! • Thursday: $TSM • Friday: $JPM, $BAC, $WFC, $C, $BLK. What are you watching? Here is a look at the previous quarter for the big banks. https://t.co/nLJmwrQNzs
21
144
633