TSM Taiwan Semiconductor Manufacturing Company Limited Loading... : Bullish and Bearish Analyst Opinions
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23:21
Jul 19
Jul 19
TSMC states its expansion is driven by strong customer demand with plans to add more fabs in Arizona while continuing to develop advanced chip technology first in Taiwan.
23:21
Jul 19
Jul 19
TSMC announces its total U.S. investment will reach $265 billion to meet surging AI chip demand and expand Arizona capacity.
23:10
Jul 19
Jul 19
Taiwan Semiconductor Manufacturing Co. is adding $100 billion to its Arizona investments to meet strong US demand and fend off rivals, a senior executive said.
23:05
Jul 19
Jul 19
TSMC CFO reports strong multi-year AI chip demand and does not rule out bond issuance to fund capex if market timing is favourable.
23:02
Jul 19
Jul 19
TSMC CFO reports strong multi-year demand for AI chips and does not rule out issuing bonds to fund capital expenditure if market timing is favorable
02:40
Jul 19
Jul 19
TSMC is the industry leader with 70–90% exceptional yields across nodes, high moat, and fair valuation, yet is neglected in discussions. Neglect by retail/forum attention can create a mispricing opportunity if fundamentals remain strong and geopolitical fears are overblown. Position for long-term value as TSMC’s competitive advantages persist despite Intel’s progress. Escalation of Taiwan-China tensions, Intel’s 18A gaining meaningful market share, or a cyclical downturn in semis.
LOW
19:14
Jul 18
Jul 18
Earnings season has started as expected with good calls from ASML and TSM, but the author is reporting a factual observation rather than expressing a personal position.
LOW
17:23
Jul 18
Jul 18
AI chip demand strong through 2030.
Despite near-term concerns around Chinese competition, major AI hardware players like TSMC, SK Hynix, and NVIDIA are playing the long game, with executives reaffirming that AI chip and hardware demand remains exceptionally strong and is expected to persist through 2030. Additionally, the declassification of the UAE as an export destination opens a new market for American AI technology, supporting sustained growth.
MED
14:16
Jul 18
Jul 18
Buy TSM as a long-term compounder with deep semiconductor exposure and lower beta; TSMC's mastery of extremely advanced process technology and structural positioning make it a durable hold.
MED
11:53
Jul 18
Jul 18
AI chip long-term demand still robust.
Despite the current crisis of confidence over AI spending triggered by Chinese model advancements, the long-term demand for AI chips and hardware remains strong, as indicated by TSMC's outlook for demand through 2030, SK Hynix's CEO echoing robust demand, and Nvidia's CEO citing off-the-charts hyperscaler demand, suggesting the selloff may be overdone.
MED
10:01
Jul 18
Jul 18
Co-mentioned as developer of GAA Nanosheet transistors (2nm era) and High-NA EUV adoption; cited across multiple next-generation node technologies.
MED
09:53
Jul 18
Jul 18
Author identifies TSM as a key player in GAA Nanosheet transistor technology, described as the defining transistor architecture of the 2nm era.
MED
01:54
Jul 18
Jul 18
Author dismisses a hypothetical bearish chart for NVDA, AVGO, and TSM as unlikely due to strong fundamentals, but does not state a current position or forward call.
01:53
Jul 18
Jul 18
The author dismisses a hypothetical bearish chart for NVDA, AVGO, and TSM due to strong fundamentals, but suggests weaker zero-revenue stocks could face such a scenario.
LOW
00:12
Jul 18
Jul 18
Author shares a weekend reading list including ASML and TSM earnings transcripts as research material, not a trade position.
LOW
19:33
Jul 17
Jul 17
President Trump announces TSMC's additional 100 billion dollar investment in Arizona for semiconductor manufacturing.
19:32
Jul 17
Jul 17
Trump reports TSMC announced an additional 100 billion dollar investment in semiconductor fabrication factories in Arizona, bringing total commitment to a record 265 billion dollars.
19:31
Jul 17
Jul 17
US President Trump announces TSMC's additional 100 billion dollar investment in Arizona.
05:48
Jul 17
Jul 17
Buy TSM as the anchor proof point of the AI capex buildout thesis — revenue at guide top, gross margin beat, capex raised, and Q3 guided $2B above Street consensus; author states thesis remains intact post-selloff.
HIGH
03:41
Jul 17
Jul 17
D.A. Davidson raised its target price for TSMC to 500 dollars from 450 dollars.
01:02
Jul 17
Jul 17
Taiwan-listed TSMC shares fall 3.8% in early trade reacting to the company's second-quarter results.
22:01
Jul 16
Jul 16
TSM reported Q2 beat ($40.2B rev vs $39.85B est, EPS $4.31 vs $3.82 est), raised FY26 revenue growth outlook to slightly above 40%, lifted capex guide to $60-64B, and guided Q3 above consensus. No speaker directional view.
LOW
20:15
Jul 16
Jul 16
Chip selloff and AI spending concerns drove a broad market decline, with the Nasdaq 100 falling 1.6% and Alphabet dropping 4.4% on reports its AI model is behind schedule, while TSMC's strong results failed to lift sentiment.
17:55
Jul 16
Jul 16
Author names ASML and TSM as AI infrastructure names that have reported earnings, no directional view.
LOW
16:46
Jul 16
Jul 16
Author adds to pick-and-shovel names in the semiconductor space but explicitly excludes TSM from their buying activity.
LOW
16:17
Jul 16
Jul 16
Co-mentioned as a supply-constrained AI infrastructure leader with real pricing power in a thematic basket analysis.
MED
14:16
Jul 16
Jul 16
TSM guided strong growth and margins but sold off; speaker observes market priced in perfection, demand remains intact.
MED
12:52
Jul 16
Jul 16
The tweet shares a TSM earnings snapshot link without expressing any personal position or forward-looking view.
LOW
12:50
Jul 16
Jul 16
TSMC pledged an additional 100 billion dollars in US investment and stated that AI-driven demand will remain strong through 2030.
About TSM Analyst Coverage
Buzzberg tracks TSM (Taiwan Semiconductor Manufacturing Company Limited) across 113 sources. 235 bullish vs 5 bearish calls from 190 analysts. Sentiment: predominantly bullish (29%). 807 total trade ideas tracked. Past 7 days: 15 bullish, 90 watch. Latest voices: FirstSquawk, Bloomberg, LiveSquawk.