What top creators are saying about Taiwan Semiconductor Manufacturing Company(TSM)— Page 2

The speaker considers TSMC too expensive for their preferences but provides no specific valuation figures or further analysis.

Business momentum is strong due to advanced-chip and AI demand, with robust revenue and earnings growth and capacity expansion underway. However, valuation, substantial capital spending, potential margin pressure, Taiwan geopolitical risk, and a possible slowdown in AI spending temper the outlook. The speaker said the stock lacked sufficient margin of safety or upside for their personal taste and held no position.

Ambitious capacity expansion and AI-related chip demand support the growth theme, while equipment availability may constrain production.

The host cited strong earnings, and the guest praised TSMC's focus on long-term customer relationships. Shares nevertheless fell about 2% amid market volatility.

Favored for long-term holding; $1,500 was invested.

TSMC was said to have confirmed it would work with Tesla and SpaceX on the proposed TerraFab chip-manufacturing build-out; the project's structure and execution remain uncertain.

Raised in a question about whether the stock might rise, but the speaker provides no clear view or actionable thesis.

Revenue rose 40% year over year, with earnings and margins beating expectations, but the stock fell in the broad selloff and remains exposed to AI demand and capital-spending cycles.

A key supplier to NVIDIA, with manufacturing scale, advanced processes, capacity planning, and production flexibility highlighted as competitive advantages supporting the AI hardware build-out.

The host was positive on TSM's growth and valuation, citing a price-to-earnings ratio around 13, but said it had not pulled back to a preferred entry area.

The stock was discussed, but no clear answer or investment view was provided.

TSMC was highlighted as part of the AI and semiconductor ecosystem. The discussion favors the long-term AI theme but cautions that strong narratives do not prevent drawdowns.

Described as having a strong competitive position, though the stock reaction to upcoming earnings may remain cautious amid the sector sell-off.

Mentioned in connection with scheduled earnings, without a specific investment recommendation.

The speaker is bullish on TSM's long-term exposure to AI and broader chip demand, sees its valuation as less demanding than ASML's, and expects strong earnings.

Identified as an important upcoming earnings report for assessing semiconductor demand and company guidance.

The stock was exposed to the semiconductor selloff, and upcoming earnings were identified as important evidence for assessing the sector and AI outlook.

The speaker regarded TSM as near the top in valuation or cycle positioning and advised caution because it appeared relatively high.

Tariffs on TSMC were raised as a possible benefit to Intel, but the discussion did not provide an answer or a direct view on TSMC.

Listed among the semiconductor companies held by SMH; no company-specific investment view was provided.

Mentioned as a source of demand for ASML's lithography equipment.

Mentioned as one of the customers contributing to broader demand for ASML's semiconductor equipment.

Named as a supplier in NVIDIA's supply-chain discussion; no company-specific investment view was stated.

TSMC was up 48% year to date in the host’s performance review, but no company-specific outlook, risk discussion, or price target was provided.

Shares fell from around $480 to $453 amid concerns about OpenAI and AI-related spending. A reported advanced-packaging partnership with GlobalFoundries was also mentioned, but its details had not been reviewed.

Strong long-term outlook with a near-term correction expected.

Part of the broader AI supply chain and exposed to changes in investor sentiment about AI spending and customer growth.

Described as a major foundry positioned within the chip-manufacturing bottleneck for AI growth.

The trading desk did not hold a position during a session when the stock reached significant highs; no broader recommendation was given.

Mentioned among semiconductor names a colleague was not trading; no company-specific investment assessment was provided.

KLIC was reportedly pursuing potential advanced-packaging opportunities with TSMC; no contract, expected sales, or timeline was specified.

Elon Musk reportedly said TSMC could play only a limited role in the proposed TerraFab, which SpaceX and Tesla would build and operate. The project's scale and execution remain uncertain.

TSMC was mentioned as a possible advanced-packaging opportunity for KLIC, with no confirmed order.

Cited as a company working on complex chips amid major AI infrastructure investment; the discussion did not assess its valuation or prospects.

The stock turned slightly negative late in the session, but no company-specific catalyst or directional thesis was identified.

The host said reports of TSMC working with TerraFab as a potential partner had been confirmed, framing the project as possible expansion of semiconductor and memory production. No timeline or financial estimates were provided.

TSMC was described as reaching a fresh all-time high and a $2.5 trillion market capitalization; the record high was a market observation, not a price target.

Mentioned as a stock the colleague was not trading; no company-specific view was offered.

TSMC was described as a central semiconductor supply-chain company benefiting from continued chip demand, with capacity expansion important to the investment case.

Identified as one of the large-cap technology stocks driving the index despite weak market breadth.

SpaceX is in early-stage discussions with TSMC.

The stock reached a record amid optimism about AI-related chip and manufacturing demand.

Reached a fresh all-time high and a reported $2.5 trillion market capitalization; the discussion showed strong momentum but offered no valuation analysis.

Shares reached new highs after reports of possible involvement in SpaceX's TerraFab project, though no formal deal was confirmed.

Covering short positions during fund deleveraging could push the stock higher; no company-specific valuation view or recommendation is given.

Cited alongside Nvidia, Broadcom, and AMD as a company with a clear competitive advantage and widely understood customer agreements.

Mentioned in trading or research discussions without a clear investment thesis.

Mentioned among semiconductor names in trading commentary, without a company-specific thesis.

Compared with Micron on valuation and business characteristics; the discussion offered no new forecast or buy-or-sell conclusion.

Mentioned because the trader had not been trading the stock; no investment view was provided.