Why I am bearish to $TSM in the long run
Taiwan Semiconductor Manufacturing Company (TSM) is the world's largest contract chipmaker. The company provides manufacturing services to a wide range of customers, including Apple, Qualcomm, and Nvidia.
TSM has been a solid performer over the long term. The company's stock price has increased by more than 500% in the past five years.
However, I am inclined to have a negative view on TSM stock in the long run. Here are some of the reasons why:
* **The global semiconductor market is facing increasing competition.** TSM is not the only company that manufactures semiconductors. There are a number of other companies, such as Samsung and Intel, that are also competing for market share.
* **The cost of manufacturing semiconductors is rising.** The cost of raw materials, such as silicon, is rising. This is putting pressure on TSM's profit margins.
* **The demand for semiconductors is cyclical.** The demand for semiconductors tends to fluctuate with the global economy. If the global economy slows down, the demand for semiconductors could decline.
**Overall, I believe that TSM stock is a risky investment in the long run.** The company is facing increasing competition, the cost of manufacturing semiconductors is rising, and the demand for semiconductors is cyclical.
**Here are some of the factors that could affect TSM's stock price in the long term:**
* The growth of the global semiconductor market
* The increasing competition in the semiconductor industry
* The rising cost of manufacturing semiconductors
* The cyclical demand for semiconductors
**Investors who are considering buying TSM stock should carefully consider these risks before making a decision.**
In addition to the above, here are some other factors that could affect TSM's stock price in the long run:
* **The development of new semiconductor technologies.** If new semiconductor technologies are developed, TSM could lose market share to companies that are able to manufacture these new chips.
* **The political situation in Taiwan.** TSM is a Taiwanese company, and there is some risk of political instability in Taiwan. This could disrupt TSM's operations and hurt its stock price.
Overall, I believe that TSM stock is a risky investment in the long run. The company is facing a number of challenges, and there are a number of factors that could hurt its stock price. Investors who are considering buying TSM stock should carefully consider these risks before making a decision.
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I’m reading that TSM will have its first decline in annual sales since 2019. I’m also reading that there is a severe shortage of AI chips from NVIDIA, which are being fabbed by TSM.
The delayed opening of the Arizona fab is bad news for TSMC. The lack of skilled workers was cited as the reasons for the delay. No wonder Intel is falling further behind TSMC.
Buy buy buy this! It will be up around $145 by End of Aug. Big IB starts shopping this.
Buy buy buy! It’s more than 75% discounted price. Buy and hold long till year 2024. You will get 95% profits on your acct.
TSM makes most of the world chips and most of the AI chips. How is this company not seeing massive profits?
TSM is undervalued atm
It will be interesting to see if nxpi will be as negative as tsm when they report today
open higher and close on the high will be great.