How Schwab Network’s view on $TSM changed

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2026-10-15Bullish

“Hot CPI & PPI, Rising Yields Hit AI Trade with Reality Check”

Taiwan Semi is an easier bet because it bets on the need for more chips and products over time, which few would bet against.

You were talking about the company "Taiwan Semi" earlier. For me, this is an easier bet because you are betting on the need for more chips and more products over time. I don't think many people would bet against that .

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2026-10-15Bullish

“TSM Earnings Support AI Demand Accelerating, CapEx Weighs on Stock Outlook”

TSMC beat expectations with ~60% y/y Q4 revenue growth guidance and 58.7% operating margin. AI demand still exceeds supply and TSMC has pricing power, though near-term margins dip on the 2nm ramp. The stock fell despite record profits amid semiconductor and macro selling; that valuation is an opportunity to watch.

We're back with " Morning Trade Live" to focus on a chart for TSMC. This year is what really tells the story. I mean, obviously we saw a huge upswing throughout 2026, but we've fallen back from those high levels, especially as the semiconductor sector has borne the brunt of the intense selling pressure we've seen recently.

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2026-10-15Bullish

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2026-10-13Bullish

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