Danny cheng
Technology Investor, Homily Charts & Technical Analysis
TSMC is a core staple holding, and if it ever tops out, that may well signal the end of the broader bull cycle. It has quietly delivered one of the market's strongest and most consistent uptrends, with less volatility than many semiconductor stocks. Since the late-March 2026 bottom in the $315-$320 zone, every daily touch of the lower bullish ribbon has bounced, so every meaningful dip is a buying opportunity for long-term holders. x.comÂ
Taiwan Semiconductor's above-average inflows and potential capitulation at the recent low add to its bullish setup. The stock has moved cleanly off the STL and out of the pink zone. x.comÂ
TSMC's AI-era growth opportunity makes it an incredibly bullish investment. CEO C.C. Wei said its annualized growth opportunity is probably higher than a high-50% CAGR. x.comÂ
TSMC may lose pricing power as performance gains shift from shrinking transistors to stacking, interconnects and optics, while logic folding could make older processes competitive. Despite strong leading-edge demand, investors may overestimate the profit share its node leadership can retain. Its cautious expansion and past reluctance toward advanced packaging suggest a risk-averse culture that protects returns but could leave it late to disruptive technologies and key customers. x.comÂ
TSMC's 54.6% growth this month is very bullish, and a bearish stance makes little sense. @moneyinmarket points to a month-on-month decline, which does not change that view. x.com x.comÂ
TSMC trades at its historical average valuation in the midst of its industry's largest investment cycle. The world's most important company is at 17.5x forward earnings, in line with its 10-year average. x.comÂ
TSMC's growth is constrained by capacity, so its growth rate is already known and priced in. x.comÂ
TSMC's earnings set the stage for a strong reporting season. Hold the line on TSMC despite its shares being caught in SOXX's algorithmic sell-off; StockMKTNewz reported that TSMC beat quarterly revenue and EPS estimates. x.comÂ
Taiwan Semiconductor looks set to rise because three key technical edges are showing together. The stock held and bounced off its STL line, has a bullish MACD divergence, and carries a 99 Composite score in MarketSurge. Most of the best trades tend to show these three edges at once. x.comÂ
TSMC's failure to prioritize Apple marks an irreversible turning point that the market will take a long time to price, even though near-term results won't be hurt. Apple paid development costs for 2nm and saw itself as a de facto shareholder, yet got no priority supply. TSMC is not expanding capacity and told Google to go through back-end partners. That treatment drives customers like Apple toward Intel, and years from now CC Wei's stance will be looked back on with regret. x.com x.com x.com … Show more
TSMC's growth looks compelling against its valuation. Diluted GAAP EPS rose about 70% year over year and US-dollar revenue 41%; at roughly 22 times annualized earnings, guidance implies accelerating growth. TSMC expects continued demand for leading-edge processes, including its 2-nanometer ramp. x.comÂ
