Is TSM a buy? - Seeking Alpha

Quote & Headlines Market Currents StockTalk

Today 5d 1m 3m 1y 5y 10y

52wk high:

52wk low:

EPS:

PE:

Div Rate:

Yield:

Market Cap:

Volume:

2,217 people get TSM articles and Market Currents by email alert.

Get email alerts on TSM »

FOCUS | PRO | RELATED | TRANSCRIPTS | NEWS & PR

Taiwan Semiconductor Tries To Pull A FinFAST One
Ashraf Eassa • Thu, May 30 • 93 Comments
Intel's Manufacturing Advantage Is Bigger Than You Think
Ashraf Eassa • Sun, Apr 14 • 129 Comments
Taiwan Semiconductor: Is There A Margin Of Safety?
Marc Melendez • Mon, Mar 11 • 14 Comments
Taiwan Semiconductor Manufacturing Continues To Improve Its Edge
Nick Chiu • Thu, Jan 3 • 6 Comments
Apple's Supply Chain Shakeup: Taiwan Semiconductor To Begin Production Of A6X Chip
Mike Williams • Thu, Jan 3 • 9 Comments
Taiwan Semiconductor: Apple's New Friend Has Big Upside
Mike Williams • Mon, Dec 10, 2012 • 4 Comments
Cyclical Buying Opportunity In Taiwan Semiconductors
QuandaryFX • Thu, Nov 22, 2012
Taiwan Semiconductor: The Next Thing To Happen Could Be Very Ugly
Russ Fischer • Thu, Oct 4, 2012 • 30 Comments
Taiwan Semiconductor Manufacturing: Option Plays For Conservative Traders
Nick Chiu • Sun, Sep 30, 2012
Is Taiwan Semiconductor A Dividend Growth Play?
Valuentum • Sat, Sep 22, 2012 • 3 Comments
Shares Of Taiwan Semiconductor Manufacturing Offering Safety And Growth
Yiannis Mostrous • Tue, Aug 14, 2012
Taiwan Semi: Huge July Due To Mobile + Specific Customers
Richard Davenport • Mon, Aug 13, 2012 • 1 Comment
Taiwan Semiconductor: Joining The Solar Module Manufacturing Fray
Jim Pyke • Mon, Jul 16, 2012 • 4 Comments
Taiwan Semiconductor: A High Tech Dividend-Paying Stock
Emerging Money • Wed, Jun 20, 2012 • 2 Comments
Primer On International Investing - Part 2
Guraaf • Sat, May 5, 2012 • 31 Comments
Full Speed Ahead For Taiwan Semi
Igor Greenwald • Thu, Jan 26, 2012 • 2 Comments
Taiwan Semiconductor's 65% Upside Bests United Microelectronics'
Takeover Analyst • Tue, Dec 20, 2011
Taiwan Semiconductor: The Future Is Bright
Jim Van Meerten • Fri, Oct 28, 2011 • 2 Comments
Taiwan Semiconductor's Growing Relationship With Apple May Fuel Share Price
Yiannis Mostrous • Wed, Oct 12, 2011 • 1 Comment
Taiwan Semiconductor Poised for Growth
Jim Van Meerten • Tue, Jun 7, 2011 • 3 Comments

To learn more about Seeking Alpha Pro, click here.

How Much Is Intel Spending To Beat Physics?
Justin Jaynes • Thu, Jun 13 • 237 Comments
Intel Works To Develop Monolithic Integration Of Wifi And RF, Part II
Mordechai Rorvig • Sun, Jun 9 • 16 Comments
Intel Likely To Win More Samsung Designs
Ashraf Eassa • Thu, Jun 6 • 97 Comments
How Intel Could Rip Apart 'Me-Too' ARM Competitors
Sneha Shah • Tue, Jun 4 • 36 Comments
Sell ARM: Intel Mobile Progress Is Major Threat To Lofty Valuation
Ashraf Eassa • Mon, Jun 3 • 55 Comments
Intel, TSMC: This Is Where The Real Battle Is Taking Place
Russ Fischer • Mon, Jun 3 • 42 Comments
Intel: Solving The Margin Puzzle
Ashraf Eassa • Tue, May 28 • 83 Comments
Intel Vs. ARM: Who Will Win The Mobile Game?
Andy Batts • Thu, May 23 • 69 Comments
Apple Unlikely To Move To Intel Chips For iPhone, iPad
Ashraf Eassa • Wed, May 22 • 62 Comments
Intel, TSMC And Samsung Are Driving Semiconductor Capital Spending In 2013
Morningstar • Mon, May 20 • 2 Comments
Apple, Android, And The Future Of The Smartphone
Ashraf Eassa • Fri, May 17 • 28 Comments
Room For Growth In Semiconductor And Semiconductor Equipment In 2013
Robert Castellano • Tue, May 14
Intel's Earnings Could Double At Full Capacity
Jim Brody • Tue, May 14 • 39 Comments
Intel: Pricing And Margin Strategy
Russ Fischer • Fri, May 10 • 118 Comments
Intel's New Atom Represents 'Thermonuclear War' On Samsung
Sneha Shah • Fri, May 10 • 26 Comments
Can Intel's Foundry Services Move The Needle?
Sneha Shah • Tue, May 7 • 37 Comments
ARM Holdings: The Real Reason That It Ends Badly
Ashraf Eassa • Fri, May 3 • 120 Comments
ARM Holdings: This Will End Badly For Shareholders
Russ Fischer • Thu, May 2 • 104 Comments
Intel: The King Is Back
Ashraf Eassa • Sun, Apr 28 • 100 Comments
10 Reasons To Buy The Qualcomm Of Memory
Sneha Shah • Wed, Apr 24 • 4 Comments

Taiwan Semiconductor Manufacturing Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, Apr 18
Taiwan Semiconductor's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 17 • 1 Comment
Taiwan Semiconductor's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Oct 25, 2012
Taiwan Semiconductor's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Jul 19, 2012
Taiwan Semiconductor Manufacturing's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Thu, Apr 26, 2012
Taiwan Semiconductor Manufacturing's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Wed, Jan 18, 2012 • 1 Comment
Taiwan Semiconductor Manufacturing Co's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Thu, Oct 27, 2011
Taiwan Semiconductor Manufacturing CEO Discusses Q2 2011 Results - Earnings Call Transcript
Thu, Jul 28, 2011
Taiwan Semiconductor's CEO Discusses Q1 2011 Results - Earnings Call Transcript
Thu, Apr 28, 2011
Taiwan Semiconductor CEO Discusses Q4 2010 - Earnings Call Transcript
Thu, Jan 27, 2011
Taiwan Semiconductor CEO Discusses Q3 2010 - Earnings Call Transcript
Thu, Oct 28, 2010
Taiwan Semiconductor Manufacturing Company Limited Q1 2010 Earnings Call Transcript
Wed, Apr 28, 2010
Taiwan Semiconductor Mfg. Q3 2009 Earnings Call Transcript
Thu, Oct 29, 2009
Taiwan Semiconductor Q2 2009 Earnings Call Transcript
Thu, Jul 30, 2009
Taiwan Semiconductor Manufacturing Company Limited Q1 2009 Earnings Call Transcript
Mon, May 4, 2009
Taiwan Semiconductor Mfg. Co. Ltd. Q4 2008 Earnings Call Transcript
Thu, Jan 22, 2009
Taiwan Semiconductor Manufacturing Co. Ltd. Q3 2008 Earnings Conference Call Transcript
Thu, Oct 30, 2008
Taiwan Semiconductor Manufacturing Co. Ltd. Q2 2008 Earnings Call
Tue, Aug 5, 2008
Taiwan Semiconductor Manufacturing Co. Ltd. Q2 2008 Earnings Call
Thu, Jul 31, 2008
Taiwan Semiconductor Manufacturing Co. Ltd. Q4 2007 Earnings Call Transcript
Fri, May 2, 2008

Asia Markets: Shanghai, Hong Kong pace stock gains in Asia

at MarketWatch.com (Apr 19, 2013)
Lightning Round: GNC, EMC and More

at CNBC.com (Apr 12, 2013)
Stock Picking Matters Again

at CNBC.com (Jan 18, 2013)
Asia Markets: Most Asia stocks rise, posting solid weekly gains

at MarketWatch.com (Nov 23, 2012)
Asia Markets: Asian stocks recede amid U.S., Greece fears

at MarketWatch.com (Nov 13, 2012)
Asia Markets: Asia stocks stumble on earnings misses

at MarketWatch.com (Oct 26, 2012)
Lightning Round: BP, Impax Labs & More

at CNBC.com (Oct 4, 2012)
Stocks to Watch: Stocks to watch Monday: ASML, AIG, Boeing

at MarketWatch.com (Aug 6, 2012)
Asia Markets: Asia stocks slump on raging euro-zone fears

at MarketWatch.com (Jul 23, 2012)
Asia Markets: Asia stocks extend gains on China stimulus hopes

at MarketWatch.com (May 29, 2012)
Renesas may cut up to 14,000 jobs: report

at MarketWatch.com (May 27, 2012)
Caixin Online: A failure of policy in China

at MarketWatch.com (Apr 23, 2012)
Asia Markets: China stocks slump, hurt by Premier Wen’s remarks

at MarketWatch.com (Mar 14, 2012)
Tech's the Best Way to Play Emerging Markets: Portfolio Manager

at CNBC.com (Feb 14, 2012)
Lightning Round: Praxair, McDonald's, Sprint and More

at CNBC.com (Feb 13, 2012)
Asian Cyclical Stocks to Surge 40% in 2012: Analyst

at CNBC.com (Feb 2, 2012)
Therese Poletti's Tech Tales: Intel’s shake-up muddies path to CEO office

at MarketWatch.com (Jan 24, 2012)
Your First Move For Wednesday December 28th

at CNBC.com (Dec 27, 2011)
Market Extra: Rare earths offer a bumpy road to riches

at MarketWatch.com (Nov 15, 2011)
Weekend Investor: Try these unlikely places to boost your yield

at MarketWatch.com (Oct 28, 2011)

TSM vs. ETF Alternatives

Company Description

Currently, there's no company description for TSM.

Sector: Technology

Industry: Semiconductor - Integrated Circuits

Country: Taiwan

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, June 13, 2:37 PM Apple (AAPL +0.4%) roundup: 1) Suppliers are shipping a "large number" of parts for a cheaper iPhone, says Taiwan's Commercial Times. A 28nm app processor made by TSMC (TSM) is said to be among them. 2) iBookstore chief Keith Moerer says Apple's e-book sales doubled last year, and thinks its e-book share is at ~20%. John Paczkowski notes Amazon (AMZN) and Barnes & Noble (BKS) have been assigned shares of 65% and 25% in the past. 3) The minimum purchase needed for an iAd campaign is now only $50. It once stood at $1M. 4) Reuters' report about Apple mulling a $99 price for its low-cost iPhone is raising eyebrows, given the cheapest iPhone now goes for $450 unsubsidized. Was a subsidized price being discussed? 15 Comments [Tech]
Tuesday, June 11, 1:59 AM Taiwan Semiconductor Manufacturing (TSM) expects increasing demand for chips used in mobile devices to help the company achieve record earnings in 2013, Chairman Morris Chang said at the firm's annual meeting. "I don't feel that the growth of the global smartphone and tablet market is slowing down," Chang explained. While demand at some companies isn't as strong as expected, for other firms and in some markets, particularly China, "the growth still exceeds ours and the market's expectations." Comment! [Tech]
Wednesday, May 8, 11:19 AM UMC (UMC +3.6%) rallies after delivering its Q1 report, and takes bigger rival TSMC (TSM +4%) higher with it. Though EPS of $0.09 missed consensus by $0.03, revenue of NT$27.8B ($931M) beat consensus by NT $1.4B ($47M). More importantly, UMC is guiding for a 12%-14% Q/Q increase in wafer shipments, and for a flat ASP; that suggests revenue should soundly beat a consensus of NT$28.8B. Q1 gross margin was 16.2%, +500 bps Q/Q and +90 bps Y/Y. UMC has trailed TSMC in ramping 28nm chip production. (PR) (slides) Comment! [Tech, Earnings, On the Move]
Friday, May 3, 1:11 PM Apple (AAPL +1.3%) roundup: 1) Moody's estimates Apple's debt offering will save the company $9.2B in tax payments that would have to be made if offshore cash was used to finance planned buybacks. 2) TSMC (TSM -0.3%) will reportedly manufacture the app processor for an iPhone due in 2H14 (the iPhone 6?), but Samsung will manufacture the iPhone 5S' processor (previous). 3) Apple has filed patent applications for curved battery designs - could they be used in more flexible iOS hardware? 4) Regional carrier U.S. Cellular (USM -2.9%) plans to finally sell the iPhone. 8 Comments [Tech]
Friday, April 19, 2:52 PM TSMC (TSM +4.4%) has staged a strong two-day rally in the wake of its Q1 beat, above-consensus Q2 guidance, and capex budget hike, and is close to its 52-week high of $19.25. On its earnings call, the world's top chip foundry said 28nm chips accounted for 24% of Q1 wafer revenue, up from Q4's 22%, predicted full-year 28nm sales will triple Y/Y, and raised its forecast for 2013 foundry industry growth to 10% from a prior 7%. TSMC also stated its 16nm process will enter volume production just a year after its 20nm process; the latter could happen as soon as late 2013. Comment! [Tech, Earnings, On the Move]
Thursday, April 18, 9:10 AM Premarket gainers: PTGI +33%. THRX +17%. TZOO +11%. ALSN +8%. TSM +7%. MM +6%.
Losers: EXAS -26%. NOK -11%. UNXL -10%. 1 Comment [On the Move]
Thursday, April 18, 3:29 AM Taiwan Semiconductor Manufacturing (TSM): Q1 net profit +18% to 39.58B New Taiwan dollars ($1.32B) vs consensus of NT$38.6B. Revenue +26% to NT$132.76B, with the company benefiting from strong demand from smartphone and tablet makers. Gross margin 45.8%, slightly above guidance for 43.5%-45.5%. Forecasts Q2 revenue of NT$154-$156B. (PR) Comment! [Earnings, Tech]
Thursday, April 18, 12:05 AM Notable earnings before Thursday’s open: ADS, AN, APH, BAX, BBT, BPOP, BTU, BX, CY, DHR, FCS, FCX, FITB, KEY, LDK, MMR, MS, NOK, NUE, OMC, PBCT, PENN, PEP, PM, PPG, SHW, SNA, SON, TSM, TZOO, UNH, UNP, VZ Comment! [Earnings]
Wednesday, April 17, 5:30 PM Notable earnings before Thursday’s open: ADS, AN, APH, BAX, BBT, BPOP, BTU, BX, CY, DHR, FCS, FCX, FITB, KEY, LDK, MMR, MS, NOK, NUE, OMC, PBCT, PENN, PEP, PM, PPG, SHW, SNA, SON, TSM, TZOO, UNH, UNP, VZ Comment! [Earnings]
Monday, April 15, 2:33 PM After growing by $4.5B from 2010 to 2013, TSMC's (TSM -2.2%) smartphone/tablet-related revenue will only grow by $3B from 2013 to 2015, estimates Morgan Stanley's Bill Lu, who is cutting shares to Equal Weight. Lu sees slowing growth and lower chip content per device hurting sales in spite of a $1.5B benefit from winning Apple's business. He also sees demand for TSMC's next-gen 20nm process ramping more slowly than 28nm demand, due to a smaller performance boost. On the flip side, Lu argues Intel (INTC) "lacks the [manufacturing] process flexibility" needed for its foundry business to become a major threat. 8 Comments [Tech]
Thursday, April 11, 1:14 PM Apple (AAPL -0.1%) roundup: 1) 9to5 Mac has noticed an Apple job listing for a "display specialist" to work on "emerging display technologies such as high optical efficiency LCD, AMOLED and flexible display." iWatch rumors have mentioned a flexible display. 2) In-line with earlier scoops, the Korea Times reports Apple has shut out Samsung from A7 processor development in favor of TSMC (TSM) and its 20nm process. This suggests A7-based hardware will arrive in 2014. 3) Morgan Stanley expects a "killer app" to be launched for the iPhone 5S, and names a mobile payment solution as a possibility. 7 Comments [Tech]
Tuesday, April 2, 12:04 PM More on Raymond James' upgrade of Qualcomm (QCOM +0.3%): Analyst Tavis McCourt thinks concerns about 4G baseband chip competition (from Broadcom, Nvidia, etc.) are overblown. Whereas rivals will be offering basebands built on 28nm processes in 2014, Qualcomm will have moved to 20nm, McCourt argues. His remarks come as a Taiwanese paper reports TSMC (TSM) is ahead of schedule in installing 20nm gear, and hopes to start volume production in Q3. Nvidia's Logan app processor (due in 2014) will use a 20nm process, but its Tegra 4i baseband/app processor is at 28nm. Comment! [Tech]
Thursday, March 28, 8:40 PM Just 3 chip manufacturers - Intel (INTC), Samsung (SSNLF.PK), and TSMC (TSM) - will account for 57% of 2013 chip industry capex, estimates IC insights. That figure, up from 2012's 54%, drives home the extent chip equipment maker fortunes now hinge on the spending plans of a handful of firms, and also the big lead the industry giants have opened up in economies of scale relative to smaller rivals. IC Insights expects total industry capex to grow 2% this year to $59.8B, after falling 11% last year. 1 Comment [Tech]
Wednesday, March 20, 12:24 PM Panasonic (PC +0.6%) is in talks with TSMC (TSM +0.8%) and HTC to sell its mobile phone business, Japan's Sankei Shimbun reports. TSMC seems an odd choice to buy the unit, given the world's biggest chip foundry hasn't shown any interest in being a phone manufacturer (either as an OEM or ODM). HTC is a little more plausible, but the company has its own problems to deal with. Panasonic, which last year took a $3B write-down partly tied to its phone ops, has already said it's exploring options for its TV and healthcare units. Comment! [Tech, M&A]
Monday, March 18, 10:54 AM TSMC (TSM -1.9%) plans to sell $1.5B worth of debt to finance its capacity expansion plans, Taiwan's Economic Daily News reports. The report follows December comments from CEO Morris Chang about possibly building a U.S. chip manufacturing plant, and comes amidst expectations TSMC will gradually take over the production of Apple's app processors from Samsung. The foundry had $2.9B in long-term debt on its balance sheet at the end of 2012. 2 Comments [Tech]
Thursday, March 14, 11:37 AM TSMC (TSM -0.7%) will finish taping out Apple's (AAPL +0.8%) A7 processor in March, start trial production in May-June, and begin volume shipments in Q1 '14 (in time for an iPhone 6 and 6th-gen iPad?), reports Digitimes. The site adds the A7 will use TSMC's next-gen 20nm process. There have already been plenty of reports Apple plans to shift app processor manufacturing from Samsung to TSMC. (Apple/Intel talks) 6 Comments [Tech]

yardbird6
heard $TSM is this big toll bridge stock, I don't know, got a extra day until mkt. opens, any ideas?
May 26, 2:04 PM
Reply (3)

• !Report Abuse
View all 3 replies
yardbird6: this is about smart phones to explode before 6/10. thinking CSCO 4 possible, more research, suppose to be a upcoming co, not paying $1000.
May 29, 6:34 PM
• !Report Abuse
yardbird6: TRMR
May 30, 4:48 PM
• !Report Abuse
Add a reply...

140 characters

Capitalist Bull
Today's Strong Breakouts & Follow Throughs: $EQIX $LRCX $WFC $MYGN $FOR $QIHU $TSM $GOOG $CPA http://stks.co/tBlN
May 8, 1:53 PM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

bd4uandu
Nice moves on $TSM and $UMC ... Should of hung on to TSM sold a little before it's time.
May 8, 11:53 AM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Tony Kau
$TSM sell signal - looks exhausted http://ow.ly/kBGoV http://ow.ly/i/20VRN
May 1, 11:34 AM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Ryan Mallory
Swing Trade Quick Pick: Taiwan Semiconductor $TSM http://bit.ly/YVcJBp
Apr 25, 11:52 AM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

bd4uandu
Exited $TSM @ 18.72
Apr 19, 10:42 AM
Reply (3)

• !Report Abuse
View all 3 replies
bd4uandu: Added $FSC and $PSEC
Apr 19, 10:50 AM
• !Report Abuse
bd4uandu: Thinking about kicking back for summer if it ever gets here.
Apr 19, 10:51 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM off the races up .68 to 18.62 should of held on to it all but still have some left. Do I hear 19?
Apr 19, 10:02 AM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

bd4uandu
$TSM up $1.18 in PM 6.91% whoot whoot it pays to have good earnings.
Apr 18, 8:17 AM
Reply (2)

• !Report Abuse
View all 2 replies
Mercy Jimenez: Good 4U; getting closer 2UR $19 goal; like TSM but didn't play it this time; taking comfort in very heavy cash position; starting 2buy again
Apr 18, 8:31 AM
• !Report Abuse
bd4uandu: I don't quite understand the large swings in stock price on this one buy I'll take it as long as I am on the right side of it.
Apr 18, 8:35 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM up .77 in PM 4.51% Good earnings report.
Apr 18, 7:08 AM
Reply (1)

• !Report Abuse
View all 1 replies
bd4uandu: I bought in awhile ago this helps take the sting out looking for 19+
Apr 18, 7:27 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM I hope it pops over these good numbers ... http://seekingalpha.com/n/kd6h
Apr 18, 5:12 AM
Reply (2)

• !Report Abuse
View all 2 replies
bd4uandu: I see below BT is way ahead of me again.
Apr 18, 5:13 AM
• !Report Abuse
bd4uandu: They have been adding a lot of new equipment recently. I don't understand the volatility in the price but I'll take it.
Apr 18, 5:57 AM
• !Report Abuse
Add a reply...

140 characters

LATEST REPLIES

yardbird6
heard $TSM is this big toll bridge stock, I don't know, got a extra day until mkt. opens, any ideas?
May 26, 2:04 PM
Reply (3)

• !Report Abuse
View all 3 replies
yardbird6: this is about smart phones to explode before 6/10. thinking CSCO 4 possible, more research, suppose to be a upcoming co, not paying $1000.
May 29, 6:34 PM
• !Report Abuse
yardbird6: TRMR
May 30, 4:48 PM
• !Report Abuse
Add a reply...

140 characters

Ashraf Eassa
Will have some work on $SIMO, $TSM, and $ATML out very soon.
Feb 28, 12:05 PM
Reply (4)

• !Report Abuse
View all 4 replies
ksualum98: Please tell me $ATML will see $9 again soon so I can sell this dumpster fire of a stock!
Apr 30, 6:26 PM
• !Report Abuse
Ashraf Eassa: Maybe not $9 anytime soon, but I certainly see upside.
May 3, 9:39 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
Exited $TSM @ 18.72
Apr 19, 10:42 AM
Reply (3)

• !Report Abuse
View all 3 replies
bd4uandu: Added $FSC and $PSEC
Apr 19, 10:50 AM
• !Report Abuse
bd4uandu: Thinking about kicking back for summer if it ever gets here.
Apr 19, 10:51 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM up $1.18 in PM 6.91% whoot whoot it pays to have good earnings.
Apr 18, 8:17 AM
Reply (2)

• !Report Abuse
View all 2 replies
Mercy Jimenez: Good 4U; getting closer 2UR $19 goal; like TSM but didn't play it this time; taking comfort in very heavy cash position; starting 2buy again
Apr 18, 8:31 AM
• !Report Abuse
bd4uandu: I don't quite understand the large swings in stock price on this one buy I'll take it as long as I am on the right side of it.
Apr 18, 8:35 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM up .77 in PM 4.51% Good earnings report.
Apr 18, 7:08 AM
Reply (1)

• !Report Abuse
View all 1 replies
bd4uandu: I bought in awhile ago this helps take the sting out looking for 19+
Apr 18, 7:27 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM I hope it pops over these good numbers ... http://seekingalpha.com/n/kd6h
Apr 18, 5:12 AM
Reply (2)

• !Report Abuse
View all 2 replies
bd4uandu: I see below BT is way ahead of me again.
Apr 18, 5:13 AM
• !Report Abuse
bd4uandu: They have been adding a lot of new equipment recently. I don't understand the volatility in the price but I'll take it.
Apr 18, 5:57 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM could they buy $PCRFY.OB mobile phone unit? ... http://seekingalpha.com/n/ja9d
Mar 20, 7:33 PM
Reply (2)

• !Report Abuse
View all 2 replies
bd4uandu: http://bit.ly/11hoeFt
Mar 20, 7:35 PM
• !Report Abuse
bd4uandu: http://bit.ly/148vPu5
Mar 20, 7:37 PM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
Added a bit of $TSM
Mar 14, 12:18 PM
Reply (10)

• !Report Abuse
View all 10 replies
bd4uandu: Explosive vomiting behind you while your driving is a bad thing.
Mar 14, 1:10 PM
• !Report Abuse
REIT: i never said bd4s are easy to make.... lol sounds interesting your job just hang in there bd4s are worth it
Mar 14, 1:20 PM
• !Report Abuse
Add a reply...

140 characters

Ashraf Eassa
$INTC spends more in R&D than $QCOM, $ARMH, $NVDA, $TSM...combined.
Feb 5, 6:55 PM
Reply (11)

• !Report Abuse
View all 11 replies
tuliptown: like csco, you need to divorce the stock performance from the company performance. I think Chuck's fast graphs do this so well.
Feb 9, 4:32 PM
• !Report Abuse
tuliptown: intc the company has been doing well. same for CSCO. Their stocks have been under performing. There is difference
Feb 9, 4:32 PM
• !Report Abuse
Add a reply...

140 characters

Ashraf Eassa
$BRCM, $MCHP, and $TSM analyses coming soon!
Jan 27, 8:40 PM
Reply (2)

• !Report Abuse
View all 2 replies
SKS1586: Awesome. It seems that you were listening to me because I was thinking of requesting you.
Jan 27, 9:00 PM
• !Report Abuse
turtledividend: Thank Ashraf.. I read BRCM may start supplying chips to Samsung and NOK? is it true.
Jan 30, 6:16 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM to fab the Apple iPad 4? http://bit.ly/10Td4JB
Jan 3, 8:40 AM
Reply (1)

• !Report Abuse
View all 1 replies
bd4uandu: $TSM Opened up.13 @18.23 Hmmm...
Jan 3, 9:42 AM
• !Report Abuse
Add a reply...

140 characters

bd4uandu
$TSM up 5.13% Apple plans to move A6X production to TSMC http://bit.ly/12YBVez
Jan 2, 1:36 PM
Reply (2)

• !Report Abuse
View all 2 replies
bd4uandu: Looks like a breakout to the upside... Apple moving from INTC to ARM?
Jan 2, 1:39 PM
• !Report Abuse
bd4uandu: I hope it dips I would like a piece ...Stay tuned.
Jan 2, 1:41 PM
• !Report Abuse
Add a reply...

140 characters

Mercy Jimenez
Booking gains 2keep ave. high cash position; sold PFE, FLY, and TSM; still like all; plan 2buy back if/when @ $24+, $12+, $14+ respectively.
10/8/12
Reply (13)

• !Report Abuse
View all 13 replies
Mercy Jimenez: Should add Mathieu only thing I dislike about FLY= low volume liquidity; I watch closely 4bigger bid/ask spreads/swings during mkt meltdowns
10/9/12
• !Report Abuse
Mathieu Malecot: just stock talk any crazy action. nice divy, good management team that's already been tested = win
10/9/12
• !Report Abuse
Add a reply...

140 characters

Mercy Jimenez
Added TSM @$15.18; like its customer diversification +growing cashflows +3.3%div; http://bit.ly/Oxf7bQ
9/17/12
Reply (5)

• !Report Abuse
View all 5 replies
Mercy Jimenez: I closed a bit earlier -- really felt overbought; congrats on your instablog -- looks good.
9/17/12
• !Report Abuse
Mathieu Malecot: it's useful to keep my own record of portfolio changes. exampel: got called out of positions and reevaluated my approach to call writing
9/17/12
• !Report Abuse
Add a reply...

140 characters

O. Young Kwon
Bank of America (BAC) (2-3) Coca Cola (KO).The TSM introduced in my article. <c>
8/30/12
Reply (1)

• !Report Abuse
View all 1 replies
O. Young Kwon: Link: http://seekingalpha.com/a/hitr (The numbers are terms in months.) yk
8/30/12
• !Report Abuse
Add a reply...

140 characters

TSM Taiwan Semiconductor Manufacturing Company Ltd.

TSM

Taiwan Semiconductor Manufacturing Company Ltd.