$TSM

Taiwan Semiconductor Manufacturing Co. Ltd. ADR

16 analysts · 1 active debates

SENTIMENT

88% BULL

STANCE FLIPS · 7d

LAST VERDICT

EXTREME BULL

NEXT EARNINGS

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AS OF MAY 8

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Meet KevinBULLTSM’s ~60% gross margin profile (about double peers in his framing) makes it a core beneficiary of sustained hyperscaler capex despite the industry’s move toward custom chips.7d ago
Tom NashBULLTSM is viewed as a long-duration monopoly-style foundry play that will keep printing money as AI-related semiconductor demand expands.9d ago
Ticker Symbol: YOUBULLTSM is a high-conviction AI infrastructure bottleneck bet because TSMC makes ~90% of the world’s advanced chips and, if energy/helium stockpiles run low during the Strait-of-Hormuz risk window, TSMC will prioritize highest-margin customers first—where Nvidia is the key beneficiary.10d ago

WHERE ANALYSTS DISAGREE ON TSM

updated 7D AGO

$TSM

24d

Advanced-Node Capacity Tightness

BULL CASE

"TSMC reported a blowout quarter — revenue +35% and profit +58% — driven by insatiable AI chip demand with advanced-node (≤7nm) wafers now ~74% of wafer revenue, suggesting capacity constraints and aggressive capex are the near-term story."

Ale's World of StocksANALYST

“Earnings Season is Here! 🤑 Banks Talk Economy 👀 TSM Falls?! 😱 Robinhood Soars 🚀 | Weekly Update!”

Apr 17, 2026

BEAR CASE

"TSMC's ability to supply the world's most advanced logic chips is at material risk because roughly 30% of its helium sourcing comes from Qatar, creating a production vulnerability that could force capacity curtailments."

Coin BureauANALYST

“Catastrophic Helium Shortage: AI & Crypto at Risk?”

Apr 12, 2026

STANCE FLASH · TSM

— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —

ANALYST COVERAGE

— Covered by Meet Kevin · Tom Nash · Ticker Symbol: YOU

What is the latest research on TSM?

COMPLETE ANALYSIS HISTORY · 3 TAKES

Meet Kevin7d ago

BULL$TSM

"TSM’s ~60% gross margin profile (about double peers in his framing) makes it a core beneficiary of sustained hyperscaler capex despite the industry’s move toward custom chips."

@ ~$73.66

"THIS CHANGES EVERYTHING"

Tom Nash9d ago

BULL$TSM

"TSM is viewed as a long-duration monopoly-style foundry play that will keep printing money as AI-related semiconductor demand expands."

@ ~$144.07

"I Got Rich Off PALANTIR. This Is Even Bigger."

Ticker Symbol: YOU10d ago

BULL$TSM

"TSM is a high-conviction AI infrastructure bottleneck bet because TSMC makes ~90% of the world’s advanced chips and, if energy/helium stockpiles run low during the Strait-of-Hormuz risk window, TSMC will prioritize highest-margin customers first—where Nvidia is the key beneficiary."

@ ~$517.16

"I'm Buying Every Share I Can."

Taiwan Semiconductor Manufacturing Co. Ltd. ADR

⚡Just In

Advanced-Node Capacity Tightness

What is the latest research on TSM?

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