TSM Taiwan Semiconductor Manufacturing Company Limited : Bullish and Bearish Analyst Opinions

Ignore short-term positioning; 3-year capex guide and 50%+ AI CAGR imply structural, multi-year earnings beats.

Jim Cramer describes a bear raid targeting Taiwan Semiconductor, noting it is ongoing but may be losing some momentum.

TSMC's AI-driven growth supports near-term momentum.

Bullish on TSMC and NVIDIA.

Buy Taiwan Semiconductor as the recent earnings call provides strong fundamental support that short sellers are incorrectly discounting.

Buy TSMC as the market incorrectly prices in a Q1 margin peak, presenting an opportunity to fade misguided sellers.

Buy TSM on post-earnings weakness as the underlying conference call revealed exceptionally strong fundamentals that sellers are ignoring.

TSMC boosted by strong AI demand.

Tech sector boosted by positive TSMC earnings.

TSMC benefits from AI demand and strong execution.

Go long TSM following exceptionally strong Q2 guidance that significantly beats upper forecasts, highlighted by robust gross margins and revenue projections.

Buy TSM as stronger-than-forecast gross margins and significantly raised AI-driven capex plans signal superior pricing power and sustained demand visibility for advanced semiconductors.

TSMC's COUPE platform acts as a critical control point for optical AI interconnects, positioning the foundry to capitalize on solving severe industry constraints in bandwidth density, power, and latency.

TSMC earnings expected strong on AI demand.

TSM has earnings tomorrow, and users expect a massive move (targeting $500) due to seller exhaustion and AI demand. As the primary manufacturer for AI chips, TSM is perfectly positioned to capitalize on the ongoing AI infrastructure boom. Buy ahead of earnings to capture the expected upside surprise driven by AI demand. High expectations are already priced in; any miss could cause a sharp drop.

TSMC's Active LSI (aLSI) packaging creates a new, high-margin moat that locks in AI accelerator customers.

TSM earnings are tonight. Intraday volatility is perceived as "shaking out the paper hands" ahead of the earnings report. Watch for post-earnings direction as it will likely impact the broader tech/AI sector. Earnings reactions are highly unpredictable in this euphoric market.

Asian tech stocks rally on AI momentum.

Buy TSM ahead of its earnings report, as the company is expected to raise capital expenditure guidance, signaling strong future demand and investment confidence in its foundry business.

Buy TSMC ahead of its earnings call as the company is expected to provide a stronger-than-expected three-year capex outlook of $200bn, driven by increased visibility in AI-related demand.

The market's current tech rally is heavily reliant on the hope of positive upcoming earnings from semiconductor giants ASML and TSM. Because the broader market is priced for perfection, these earnings reports will act as the ultimate catalyst for either continuation or a crash. Keep a close watch on TSM and ASML earnings; they will dictate the direction of the entire semiconductor sector and the QQQ. Implied volatility crush post-earnings could wipe out options buyers on both sides.

BofA Securities raised TSMC's price target to $500 based on massive AI demand. Once the short-term volatility from the Iran blockade stabilizes, TSM's underlying AI fundamentals will drive the stock toward the new price targets. Buy TSM to capitalize on strong AI demand and the eventual stabilization of geopolitical tensions. Escalation in the Middle East or Taiwan could disrupt supply chains and broader market stability.

TSM is approaching its earnings and guidance report. While the market is distracted by Iran and oil, TSM's guidance represents the true systemic risk to the tech-heavy market rally. Watch TSM earnings closely; a guidance miss could trigger a broader market "bloodbath." The market has been treating tech and SPY as risk-free assets, potentially ignoring bad news.

Long TSMC as it remains the undisputed gold standard in foundry and advanced packaging, easily outperforming struggling competitors like Intel.

Avoid TSM due to contagion risk; if MediaTek's bet on Intel's unproven EMIB technology fails, it could create significant disruption for a major TSMC customer and destabilize sector dynamics.

The author expects TSM to rise to $500 by early 2028, citing its role in AI infrastructure and a bullish chart, conditional on reduced Middle East tensions.

TSMC's pricing power and capacity-constrained advanced nodes will drive continued ASP growth and support 63-65% gross margin guidance.

Strong AI demand is expected to drive continued sales growth for TSM in Q2, supporting a bullish outlook on the stock.

TSMC reported a sales beat, indicating strong AI chip demand has persisted despite geopolitical uncertainty. ASML provides the critical machines to TSMC. Positive news from the world's leading foundry (TSMC) validates the underlying strength of the semiconductor cycle and AI infrastructure build-out. This demand directly flows to ASML as the monopoly supplier of advanced lithography equipment. The TSMC beat is a positive signal for the semiconductor capital equipment sector, making ASML a key beneficiary to monitor for a potential rally, as it has spiked on similar news in the past. The ceasefire talks fail, re-escalating conflict and causing a broad risk-off move that overwhelms the positive sectoral signal.

Strong revenue beat and re-accelerating growth vs. guidance suggests continued outperformance for the leading semiconductor foundry.