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TAIWAN SEMICONDUCTOR MANUFACTURING CEDEAR EACH 9 REP 1 ADSTAIWAN SEMICONDUCTOR MANUFACTURING CEDEAR EACH 9 REP 1 ADSTAIWAN SEMICONDUCTOR MANUFACTURING CEDEAR EACH 9 REP 1 ADS

TAIWAN SEMICONDUCTOR MANUFACTURING CEDEAR EACH 9 REP 1 ADS

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TSMC's $100 Billion U.S. InvestmentTaiwan Semiconductor Manufacturing Company (TSMC), the world’s largest semiconductor manufacturer, has announced a massive $100 billion investment in U.S.-based chip production facilities. CEO C.C. Wei made the announcement alongside former President Donald Trump, marking a significant shift in global semiconductor manufacturing. This investment, which expands TSMC’s footprint in Arizona, is poised to reshape the competitive landscape of the semiconductor industry, but it also comes at a time of uncertainty in the stock market. The Impact of TSMC’s Expansion TSMC’s commitment to invest $100 billion will fund the construction of three new chip fabrication plants, two advanced packaging facilities, and a cutting-edge research and development center. This will bring the company’s total investment in its Arizona complex to $165 billion. Former President Trump emphasized the importance of this investment, stating, “The most powerful AI chips in the world will be made right here in America. It’s a matter of economic security, and it’s also a matter of national security.” Technical Analysis In Tuesday’s trading session, NYSE:TSM showed signs of recovery, rising 1.78%. The stock is currently testing a critical one-month low support level. A break below this level could trigger a selling spree, especially given broader market weakness. However, technical indicators suggest potential for upside movement: The stock is approaching oversold territory, indicating that selling pressure may be overextended. A rebound from this level could signal a reversal. Although NYSE:TSM is struggling near its short-term support, bullish momentum is gradually increasing. The 38.2% Fibonacci Retracement level is currently acting as resistance. A breakout above it would signal renewed bullish sentiment and could pave the way for further gains. If NYSE:TSM can hold its support and break through resistance, traders may see a push toward higher retracement levels. Conversely, a failure to hold above support could lead to deeper losses, particularly if broader market sentiment remains negative.
NYSE:TSMLong
by DEXWireNews
TSMC: AI Chip Titan – Still the King or Facing New Challengers?Good morning, everyone! ☀️ TSMC: AI Chip Titan – Still the King or Facing New Challengers? (1/9) TSMC’s riding the AI wave with record Q4 2024 profits, but with U.S.-China curbs and fab delays, is this semiconductor king untouchable or at a crossroads? Let’s unpack it! 🔍 (2/9) – PRICE PERFORMANCE 📊 • Q4 2024: Net income up 57% to $11.4B, revenue climbed 39% 💰 • Full Year 2024: Revenue hit $87.1B, up 34% from 2023 📏 • Sector Trend: AI chip demand soaring, per Reuters 🌟 It’s a powerhouse, driven by tech’s hunger! ⚙️ (3/9) – MARKET POSITION 📈 • Market Share: Over 60% of global foundry market 🏆 • Clients: Apple, Nvidia, AMD—big names rely on ‘em ⏰ • Trend: Expanding fabs in U.S., Japan, Germany 🎯 Firm, holding the throne but not without battles! 🚀 (4/9) – KEY DEVELOPMENTS 🔑 • Q4 Earnings: Record $11.4B profit, per Jan 16 Reuters 🔄 • Expansion: Arizona fab faces delays, full ops by 2027? 🌍 • Market Reaction: Shares up 81% in 2024, still strong 📋 Adapting, with global eyes on its moves! 💡 (5/9) – RISKS IN FOCUS ⚡ • Geopolitics: U.S.-China export curbs hit demand 🔍 • Costs: U.S. fab chips 50% pricier than Taiwan 📉 • Talent: Lack of skilled U.S. workers slows growth ❄️ Tough, but risks loom large! 🛑 (6/9) – SWOT: STRENGTHS 💪 • Profit Surge: 57% net income jump in Q4 2024 🥇 • Tech Lead: 5nm mass production, 3nm in R&D 📊 • Client Base: Powers Apple, Nvidia, more 🔧 Got silicon in the tank! 🏦 (7/9) – SWOT: WEAKNESSES & OPPORTUNITIES ⚖️ • Weaknesses: High U.S. fab costs, talent gaps 📉 • Opportunities: AI chip demand, new fabs in Japan, EU 📈 Can it keep the lead amid global shifts? 🤔 (8/9) – 📢TSMC’s Q4 profit up 57%, AI booming, your take? 🗳️ • Bullish: Still the king, long-term winner 🐂 • Neutral: Steady, but risks weigh ⚖️ • Bearish: Curbs and costs slow growth 🐻 Chime in below! 👇 (9/9) – FINAL TAKEAWAY 🎯 TSMC’s record profits signal AI dominance 📈, but U.S.-China curbs and fab delays add caution 🌿. Volatility’s our friend—dips are DCA gold 💰. Grab ‘em low, climb like pros! Gem or bust?
NYSE:TSMLong
by DCAChampion
TSM Breaks Out of Downtrend! Can This Rally Hold? 📌 Key Observations from the Charts 1. Market Structure & Price Action: * TSM broke out of a falling wedge pattern and is now retesting 181-182 resistance. * Support Levels: * 172.97 (key demand zone). * 171.07 (critical support; failure here invalidates bullish move). * Resistance Levels: * 182.70 (current resistance; needs a breakout to confirm bullish momentum). * 190+ (potential next target if momentum sustains). * If TSM fails at 182, we could see a pullback toward 175-172 before another attempt higher. 2. Volume Profile & Auction Levels: * POC: 180 → Major liquidity zone; expect consolidation around this level. * Value Area High (VAH): 182.70 → A break above could open doors to 190+. * Value Area Low (VAL): 171.07 → A loss here shifts control back to the bears. 3. Indicators Review: * MACD: Strong bullish crossover, signaling momentum shift upward. * Stochastic RSI: Overbought territory, suggesting possible short-term consolidation before continuation. 🛠️ Options GEX Analysis * Call Resistance: * 200-210 → Strong gamma resistance; unlikely to break without strong momentum. * Put Walls & Support Zones: * 175-170 → High negative GEX zones, indicating strong support. * If TSM drops below 170, expect high volatility and a possible flush lower. * Implied Volatility (IVR & IVx): * IVR 54.3 | IVx Avg 51.4 → Moderate IV, with increased put activity. * Call Positioning 4.7% → Bears still in control, but a shift in momentum is possible. 📈 Trade Setups & Game Plan 🟢 Bullish Scenario (Breakout Play) 🔹 Entry: Long above 183 breakout confirmation.
 🔹 Target 1: 190 (next resistance).
 🔹 Target 2: 200 (gamma squeeze potential).
 🔹 Stop-Loss: Below 180 invalidates breakout.
 🔹 Options Strategy: * Buy 185C/190C expiring in 2-3 weeks for breakout confirmation. * Sell 170/175 Put Credit Spread if bullish momentum holds. 🔴 Bearish Scenario (Failed Breakout) 🔹 Entry: Short below 179 breakdown.
 🔹 Target 1: 175 (first demand zone).
 🔹 Target 2: 170 (highest negative GEX & major support).
 🔹 Stop-Loss: Above 183 invalidates short thesis.
 🔹 Options Strategy: * Buy 180P/175P for downside play if rejection at 182-183 confirms. * Sell 190/195 Call Credit Spread if momentum weakens. 🎯 My Thoughts & Suggestions * Main Bias: Bullish, but watch for confirmation. * Key Pivot: 182.70 breakout = upside continuation, failure = pullback to 175. * Gamma Risk: Heavy put support at 170—below this level, expect strong downside volatility. ⚠️ Disclaimer This analysis is for educational purposes only and does not constitute financial advice. All trading involves risk, and past performance is not indicative of future results. Please do your own research and consult a professional financial advisor before making any investment decisions.
NYSE:TSMLong
by BullBearInsights
2/27/25 - $tsm - lobotomiz-ably ez buy2/27/25 :: VROCKSTAR :: NYSE:TSM lobotomiz-ably ez buy - let the plebs argue about the ST nvda px action (spoiler - this party has just gotten started) - TSM is the best semi sharpe - seeing intc up today does give me a lil shiver. USSA takktics at their finest - but don't lose sight of the obvious cash gen, clearly a move into the US is +ve for everyone - lil lev dumparoo at the open allowed me to size up. portfolio update b/c there's been a lot of rearranging furniture on the titanic of a market: NXT: 35% deep ITM leaps OBTC: 20% TSM: 6% ITM leaps UBER: 5% ITM leaps BITW: 5% (new add today) NICE: 2.5% (leveraged for move) not talking about the incubation types. hope it helps. enjoy the dip. remember the index doesn't paint the picture of where we're at. SVIX changed the game. we're probably 80-90% thru this sell off. still awaiting a final capitulation and for bill at pershing to do his best hollywood on cnbc while wiping tears from kramer. be well. don't lose sight of the target. HQ names. stack sat. V
NYSE:TSMLong
by VROCKSTAR
9
Taiwan Semiconductor Manufacturing Company (TSMC)-Target of $287Sustained Buying Hype with a Long-Term Target of $287 Taiwan Semiconductor Manufacturing Company Limited (TSMC) remains in a strong buying hype zone, driven by industry demand, AI advancements, and global semiconductor expansion. The stock has shown exceptional growth momentum, with projections pointing toward a long-term price target of $287 by July–August 2025. This would represent a 240% price extension from its $85 base level, confirming a sustained uptrend as investor confidence in the semiconductor sector continues to rise. Bullish Outlook: Path to $287 by Mid-2025 Current Market Hype is supporting aggressive accumulation, keeping TSMC on track toward its projected price target. The rally remains strong and uninterrupted, suggesting a clear uptrend continuation as long as broader market conditions stay favorable. Key Resistance Levels: $180, $225, and $260 before reaching the final extension target of $287. 2026: Major Pullback Phase Expected After reaching the $287 level, the market is expected to undergo a significant correction, leading to a price retracement in 2026. Price could drop to $110–$118, aligning with a natural market cycle cooldown after such a major extension. This pullback would serve as a healthy correction, allowing for reaccumulation before the next bullish phase. Conclusion: Strong Upside in 2025, Followed by a Deep Correction in 2026 Short-Term (2025 Target): $287 as part of the ongoing semiconductor boom. Post-Hype Correction (2026): Pullback to $110–$118, setting up a potential new accumulation zone. With TSMC remaining in a high-growth phase, the next 18 months will be crucial for maximizing gains before a major cooldown phase begins in 2026.
NYSE:TSMLong
by QuantumFusionWave
2
$TSM long to 258/shareThis is a weekly of TSM, showing the accumulation (arc), and based on the depth of accumulation a mid-term TP of approx $258/share. They report earnings around 4/17, and as the world's premier fabricator, should continue to benefit from the insatiable demand for chips. Credit to Dr Newman for the fundamental thesi (he is a chips specialist). The chart looks very bullish and I'm in 100 shares with a few months to add before earnings...Best of luck. -Mr Joseph
NYSE:TSMLong
by mbgd99sd88
1/14/25 - $tsm - Best value in tech. $300 this yr1/14/25 :: VROCKSTAR :: NYSE:TSM Best value in tech. $300 this yr - among the obvious themes i'm playing in '25... semis, energy and bitcoin... NYSE:TSM is the best foundry money can buy - "china china" yuh yuh. whatchu gonna do about it. we are buying these headlines, these guys literally *own* the whole space and the flywheel to fund 2nm in taiwan and 4nm in the US (greenlight this week by taiwan) is un-catchable. - so in semis... actually... in *anything* that's legit-cap... where do you get 3.5% cash yields, top line growth of 20+% over the next two years (CAGR), high 70s ebitda mgns and probably room to beat on the upside... trading sub 20x PE. - guys. it's not tough. stop chasing salad bots, space lasers and qubits ... and simplify your life. buy the NYSE:TSM dips, until something fundamental changes. so far fundamental momentum and monthly reports are rock solid. the last few q's have been smashes. and you're still buying below last quarter's blowout. don't overcomplicate your life, investing is hard enough. $300 year end is very achievable with some bumps in the road. buy the bumps. ;) they report thurs AM. V
NYSE:TSMLong
by VROCKSTAR
5
Consider Going Long on TSM Next Week - Key Insights: Despite vulnerabilities in the semiconductor market, TSMC's established position and technology leadership position it favorably for recovery. The positive momentum in broader market indices bodes well for TSM, especially if inflation and bond yields stabilize. Watch for the stock's ability to sustain above key support levels to maintain bullish sentiment. - Price Targets: Next week targets are as follows: T1 at 216.00, T2 at 225.00. For stop levels, S1 should be at 202.00 and S2 at 199.00. - Recent Performance: TSM has shown resilience in a recovering market, with a current price at 209.32. The recent upswing in market conditions suggests potential for TSM to fill previous price gaps, supported by improving sentiment around technology stocks. - Expert Analysis: Analysts generally express cautious optimism regarding TSM's prospects. The potential for gains is underpinned by a recovery in consumer demand and effective management of supply chain challenges. The favorable outlook for AI and IoT adds to the bullish sentiment, pointing to a solid infrastructure that can leverage emerging trends. - News Impact: Geopolitical tensions and supply chain constraints have prompted discussions about vulnerabilities in semiconductor manufacturing. However, positive consumer electronics growth and strategic partnerships in AI are likely to bolster demand for TSM's products, indicating a promising landscape for the company moving forward.
NYSE:TSMLong
by CrowdWisdomTrading
When is the best time to invest TSMC? 25.01.20Hello, this is Greedy All-Day. Today’s analysis focuses on TSMC (Taiwan Semiconductor Manufacturing Company). Weekly Chart Analysis Chart: Looking at the weekly chart, TSMC has been in a consistent uptrend since 2008. The chart shows a steady upward channel with higher lows and no significant breaks below the trendline. Key Observations: Since 2008, TSMC has not experienced any dramatic corrections. The largest correction was approximately 50%, while most other corrections were around 30%. The overall trend remains strongly bullish. Analyzing TSMC Using Pitchfork Chart: Using the pitchfork tool, the red median line indicates an overbought zone. In contrast, the blue lower zone signals an ideal entry point for long-term investors. Key Insights: While the price is still climbing with higher lows, the 15-year-long uptrend makes a trendline break unlikely in the near term. If a correction occurs, the blue zone around $108 could provide an excellent buying opportunity. This level aligns with the lower boundary of the yellow supply zone, suggesting it is a strong support area. A decline to $108 would represent a 50% correction from the current price, a level where TSMC has historically rebounded. Current Daily Chart Analysis Chart: Currently, TSMC is trading near its all-time high, making the suggestion of a 50% correction seem unrealistic. But let’s take a step back and think critically: What is your goal when buying at an all-time high? Are you setting a price target for the stock? Or are you focused on your personal profit target? If it were me, I wouldn’t consider this the time to buy. Instead, I would wait for a correction. If I believe TSMC is a great company, I would revisit the potential buy zone I mentioned earlier, combining it with my assessment of whether the correction is deep enough to justify entry. Conclusion Upside Potential: TSMC could go higher, but at this point, it likely won’t be my gain. Current Risk: The stock is at an all-time high, and there’s no historical reference for what lies beyond. Recommended Strategy: Avoid buying at current levels. Instead, wait for a correction. Historically, TSMC has rebounded strongly from pullbacks, and the same could happen again. Final Thought: History repeats itself. Wait for the right moment and be prepared.
NYSE:TSM
by Greedy_allday
TSM One more push left.Taiwan Semiconductor is on very balanced bullish levels on its 1D technical outlook (RSI = 61.134, MACD = 3.500, ADX = 22.596) as it is unfolding the latest bullish wave of the 4 month Channel Up. The previous one completed a +35% rise. We expect the current one to peak on the same levels, thus aim for the top of the Channel (TP = 240.00). ## If you like our free content follow our profile to get more daily ideas. ## ## Comments and likes are greatly appreciated. ##
NYSE:TSMLong
by InvestingScope
1
TSM 246 BY 2025 High Demand for Advanced Chips: TSMC is at the forefront of producing chips for AI, 5G, and IoT applications. The increasing demand for these technologies, especially AI chips which power both consumer and enterprise solutions, could drive revenue growth. Posts on X and web results show TSMC's Q3 2024 earnings were significantly up year-over-year due to AI demand, suggesting a strong trajectory for chip sales. Technological Leadership: TSMC's ability to manufacture chips at smaller process nodes (like 3nm and the upcoming 2nm) gives it a competitive edge over rivals. The company's advancements in semiconductor technology are critical for producing high-performance, energy-efficient chips. Web results discuss the introduction of 2nm chips in 2025, which could further solidify TSMC's market position and justify a higher stock valuation. Customer Base and Market Share: TSMC services major tech companies like Apple, Nvidia, and AMD, giving it a stable and growing customer base. Its dominance in the foundry market (over 50% market share) means it's integral to the success of many tech products. The company's partnerships, particularly with Nvidia for AI chips, as noted in posts on X, could significantly boost its revenue. Geopolitical Strategy: While there are risks associated with Taiwan's geopolitical situation, TSMC's strategy of diversifying its manufacturing base (e.g., expanding in the U.S., Japan, and Europe) mitigates some of these risks. This expansion could tap into new markets and reduce dependency on its facilities in Taiwan, potentially stabilizing or even increasing investor confidence. Financial Performance: TSMC has demonstrated strong financial health with consistent revenue growth, impressive profit margins, and substantial free cash flow. According to web results, TSMC's revenue growth rate could reach 20%-25% in 2025, with a gross margin potentially peaking at 50%, which could positively impact its stock price. Investment in R&D and Capacity Expansion: TSMC's commitment to R&D ensures it remains at the cutting edge of semiconductor technology. The company's plans for capacity expansion, particularly in advanced processes, are designed to meet the growing demand. The increased capacity for CoWoS packaging, as mentioned in posts on X, is expected to address the robust demand driven by AI. Analyst Forecasts and Market Sentiment: Analysts have been bullish on TSMC, with some predicting that the stock could hit high targets due to its pivotal role in tech supply chains. Web results from financial analysts and stock forecast sites suggest positive sentiment, with some projecting the stock to reach or exceed $246 by 2025 based on current trends and forecasts. Long-term Growth Prospects: The semiconductor industry is expected to grow due to the proliferation of connected devices, data centers, and the automotive sector moving towards more electrification and automation. TSMC's position in this landscape suggests long-term growth, which could drive its stock price higher.
NYSE:TSMLong
by NYRUNSGLOBAL
TSM: Growth and Charts Align for 15%+ Target?Hey Realistic Traders, Will NYSE:TSM Create a New All-Time High? Let’s Dive In.... TSMC is the world’s largest contract chipmaker. Recent Earning Call reported whooping third quarter revenue of $759.69 billion, marking a YoY increase of 36.5%. The performance is beating the market forecast. Double Digit Revenue Growth is driven by demand for AI Chips especially with major client like NVIDIA & Apple and 3-nanometer &5 nanometer technology in Smartphones. TSMC Chief Financial Officer Huang Renzhao shared optimistic project for the company. TSMC expect Q4 quarterly revenue growth of approximately 13%, sligtly above the market the market expectation. Strong AI-Related demand predicted to persist for year, inlined with the company’s perfomance and expectation. The positive sentiment support our bullish call on NVIDIA. Technical Analysis On the daily timeframe, TSM has remained above the EMA200 line for over a year, maintaining its bullish trend. On August 5, 2024, TSM rebounded impulsively from the EMA200 line after completing an ABC correction pattern, signaling the start of a new bullish wave. The second and fourth corrective waves have retraced to the Fibonacci 0.382 and 0.618 golden ratios, respectively, aligning with Elliott Wave rules that typically indicate further upward movement. In addition to the Elliott Wave analysis, a breakout from a Descending Broadening Wedge pattern has been identified. Such breakouts often signal the continuation of the prevailing market trend. Therefore based on these technical analysis, I foresee a potential upward movement toward the first target at $217.85 or second target at 234.46 This outlook remains valid as long as the price holds above the stop-loss level at 177.95 Support the channel by engaging with the content, using the rocket button, and sharing your opinions in the comments below. Disclaimer: "Please note that this analysis is solely for educational purposes and should not be considered a recommendation to take a long or short position on Taiwan Semiconductor."
NYSE:TSMLong
by financialfreedomgoals101
TSMC- Expectating Fantastic Earnings Report ,let's capitalize!Hi guys we would be looking at this fantastic company let's dive into the Fundamentals! A Stellar Year for TSMC: Redefining Excellence in Semiconductor Manufacturing TSMC (Taiwan Semiconductor Manufacturing Company) has once again solidified its position as a global leader in the semiconductor industry with a truly outstanding financial year. The company's ability to navigate an ever-evolving market landscape and consistently deliver cutting-edge technology is nothing short of remarkable. Exceptional Financial Performance TSMC's financial results for the year have been phenomenal, reflecting its unparalleled operational efficiency and strategic foresight. Despite industry challenges, the company achieved record-breaking revenue and profitability, driven by robust demand for its advanced nodes and innovative solutions. TSMC's dedication to staying ahead of the curve has enabled it to maintain a dominant market share while attracting key clients in industries ranging from consumer electronics to automotive. Commitment to Innovation The cornerstone of TSMC's success lies in its relentless pursuit of technological excellence. As the pioneer in advanced semiconductor nodes such as 3nm and 5nm, TSMC has continued to set benchmarks for the industry. These advancements not only empower its clients to develop cutting-edge products but also contribute significantly to technological progress on a global scale. The company's commitment to research and development is evident in its consistent rollout of groundbreaking processes and technologies. Resilience and Sustainability TSMC's financial triumph is also a testament to its resilience and adaptability. In the face of global supply chain disruptions and geopolitical uncertainties, the company demonstrated remarkable agility, ensuring seamless operations and timely delivery to its partners. Moreover, TSMC has taken proactive steps toward sustainability, aiming to achieve carbon neutrality and reinforce its leadership as a responsible corporate entity. Partner of Choice One of TSMC's greatest strengths is its ability to forge strong, long-term partnerships with some of the world's most influential tech companies. By offering unparalleled manufacturing capabilities and a collaborative approach, TSMC has become the trusted partner for industry giants. This mutual trust and cooperation have been instrumental in driving its financial and operational success. Entry : 200 Target: 255 As always my friends happy trading! P.S. If you have questions or inquiries about one of my existing set-ups or personal questions / 1 on 1 sessions consider joining my community so you can follow up with me in private!
NYSE:TSMLong
by DG55Capital
TSM Showing Solid Support At The 20 Day Moving AverageTSM with support off the 20 day but can it hold? You can start a position here if you like low risk/high reward trades. A stop at the low of the day is <1% risk. If I was taking this trade I'd wait for it to take out the high of the day and I'd open a 1/4 full size position. Or better yet I'd wait to see if it holds support today and then buy on a follow through tomorrow. Current market conditions are gloomy so I'm not taking this entry. Let's see what happens tomorrow.
NYSE:TSMLong
by CardinalRuleTrader