What investors are saying about Taiwan Semiconductor Manufacturing Company (TSM)

Summary

In the past 30 days, 7 people on 5 investor and market shows discussed Taiwan Semiconductor Manufacturing Company (TSM) in 7 views. Going by each speaker's latest call, 7 are bullish. Chorus has followed Taiwan Semiconductor Manufacturing Company since October 9, 2026.

Who talks about it most

• Cliff Sosin · 1
• Malcolm Ethridge · 1
• Molly Pirori · 1
• Jensen Huang · 1
• Steve Weiss · 1
• Sarah Kunst · 1
• Gene Munster · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Cliff Sosin · CAS Investment PartnersBullish

  TSMC's process moat is hard to replicate and less exposed to AI, though its success invites copying.

  TSMC did a very hard thing that depends on process know-how built over many years, which is very hard to replicate. Its advantages are physical and tacit, and they are much less amenable to AI because many of them are not legible to a model. Sosin says its attributes are better than most businesses on this point, though he does not claim to be a TSMC expert. He offers a mixed view: because demand is so large, competitors are trying to copy its moat, which he calls a poor fact for TSMC.

  “They did this super hard thing that requires all this process power built over many years, and it's super hard to replicate, and much less amenable to AI just because it is so physical.”at 29:26

  Invest Like The Best: Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497] · October 27, 2026

• Malcolm Ethridge · Capital Area Planning GroupBullish

  TSMC is a core chip stock that the majority of chip capital must flow through.

  Most of the market share and capital in chips flow through a few core names. TSMC has the lion's share of advanced chip manufacturing for American chip designers, so its orders are very unlikely to be cancelled even if others walk back commitments. That makes it a safer way to own the chip value chain than speculative names.

  “So it's gotta flow through Taiwan Semi. They have the lion's share of the business.”at 15:03

  CNBC Halftime Report: AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26 · October 16, 2026

• Molly Pirori · Yacktman Asset ManagementBullish

  TSMC's foundry business is a scale business and Molly has great respect for the company.

  Molly calls TSMC's foundry work the most precise manufacturing on the planet, citing the difficulty of producing two-nanometer chips. She says they love the foundry business because it is a scale business once a company is in it. She says the question is how to play it without losing your shirt, and she answers by pointing to Samsung instead. This suggests she sees TSMC as a strong business but does not hold it, and she does not state a stake.

  “We have a lot of respect for TSMC. We actually love the foundry business because you've got... It's like a scale business. Once you're in it...”at 42:15

  Bloomberg Surveillance: AI Integration and Stock Fears · October 16, 2026

• Jensen Huang · NVIDIABullish

  TSMC is the only foundry Nvidia can plan five years out with, so it gets all of Nvidia's business.

  Huang explains why Nvidia gives 100% of its business to TSMC: it is the only company he can plan five years ahead with, trusting that its unseen transistor generations will be strong and that it will have capacity. TSMC also has the agility to absorb Nvidia's sharp swings in forecasts and the range of process technologies (silicon photonics, logic, memory, packaging) that Nvidia needs. No other company can scale with Nvidia this way.

  “The reason why we give 100% of our business to TSMC is because they're the only company in the world that I can plan five years out... There's no other company in the world that can help me do that.”at 1:21:26

  BG2Pod: Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · October 15, 2026

• Steve Weiss · Short Hills Capital PartnersBullish

  TSMC is one of Weiss's largest positions; he stays long despite capex-peak risk.

  He owns TSMC as a much bigger position than Nvidia, since they are essentially the same play. The main concern is whether the stocks are signaling that the capex cycle has peaked, because stocks typically discount peaks a year ahead. A plateau in spending rather than a decline would still cause valuations to reset lower if capex growth stops, but he is staying with TSMC as one of his largest holdings.

  “Right now, I'm still sticking with Taiwan semi as one of my largest positions and also holding on to Nvidia.”at 20:49

  CNBC Halftime Report: Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · October 14, 2026

• Sarah Kunst · Cleo CapitalBullish

  Some supply chain pieces like TSMC are harder to replace, with fewer competitors.

  Kunst says not every name will face the same problem as Nvidia's lead narrowing. Other pieces of the supply chain are going to be harder to replace, such as Taiwan Semiconductor or other parts along the way where there are not as many competitors. These seem like a viable near-term position in her view.

  “There are other pieces of the supply chain that are just going to be harder to replace, whether that's a Taiwan semiconductor or some of the other pieces along the way where there aren't as many competitors,”at 13:47

  Bloomberg Surveillance: Bloomberg Surveillance TV: October 13th, 2026 · October 13, 2026

• Gene Munster · Deepwater Asset ManagementBullish

  TSMC's growth acceleration to 51% is undoubtedly strong and shows the AI fundamentals are healthy.

  Munster cites TSMC's revenue growth accelerating from 35% in the June quarter to 51%, versus 25% a year earlier. He calls the numbers undoubtedly strong. He uses them as evidence that the underlying AI build-out is accelerating, which contrasts with the market's nervousness that week.

  “We saw TSM numbers, they accelerated from 35% growth in the June quarter to 51% growth. It grew 25% a year ago. So this nice acceleration.”at 17:18

  CNBC Closing Bell: Closing Bell Overtime 10/9/26 · October 9, 2026