--- type: "Symbol" title: "Taiwan Semiconductor (TSM.US) — Community Discussions" description: "Community discussions about this stock, including analyst opinions, earnings analysis, and investment strategies from verified financial professionals and active investors." locale: "en" url: "https://longbridge.com/en/quote/TSM.US/topics.md" symbol: "TSM.US" parent: "https://longbridge.com/en/quote/TSM.US.md" count: 18 datetime: "2026-05-31T16:34:18.331Z" locales: - [en](https://longbridge.com/en/quote/TSM.US/topics.md) - [zh-CN](https://longbridge.com/zh-CN/quote/TSM.US/topics.md) - [zh-HK](https://longbridge.com/zh-HK/quote/TSM.US/topics.md) --- # Taiwan Semiconductor (TSM.US) — Community Discussions ### [MarkMark mark 克](https://longbridge.com/en/topics/41303270.md) - Author: [巴拉巴拉巴](https://longbridge.com/en/profiles/27741104.md) - Datetime: 2026-05-31T16:31:06.000Z - Comments: 0 - MarkMark mark 克 ### [Can it hold up tomorrow?](https://longbridge.com/en/topics/41302754.md) - Author: [点金胜手](https://longbridge.com/en/profiles/12090136.md) - Datetime: 2026-05-31T15:16:28.000Z - Comments: 0 - On Friday, the A-share market showed a clear divergence, a typical seesaw market. Previously hot sectors like technology, semiconductors, and chips collectively plummeted, while traditional sectors li ### [mark 转发](https://longbridge.com/en/topics/41301939.md) - Author: [rrfeng](https://longbridge.com/en/profiles/11804255.md) - Datetime: 2026-05-31T12:51:53.000Z - Comments: 0 - mark 转发 ### [$Taiwan Semiconductor(TSM.US)TSMC's Arizona fab tu…](https://longbridge.com/en/topics/41301929.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-31T12:51:16.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)TSMC's Arizona fab turned profitable in the first quarter, earning NT$16.9 billion (US$520 million). With production and new fab construction continuing to accelerate, los ### [$Taiwan Semiconductor(TSM.US)The stock Jensen Huan…](https://longbridge.com/en/topics/41301866.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-31T12:41:30.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)The stock Jensen Huang indirectly told you to buy in 2026:$Taiwan Semiconductor(TSM.US)Jensen called it "one of the greatest companies in human history"and straigh ### [$Taiwan Semiconductor(TSM.US)Computex 2026Computex…](https://longbridge.com/en/topics/41301617.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-31T12:10:51.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)Computex 2026Computex is traditionally a consumer-oriented event, different from GTC, as NVIDIA announces its main consumer-grade GPU lineup there.The highlights of centra ### [$Taiwan Semiconductor(TSM.US)June 1st, Jensen Huan…](https://longbridge.com/en/topics/41301000.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-31T09:16:18.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)June 1st, Jensen Huang's speech in Taipei is worth watchingIf the order volume and mass production timeline are announced in the speechIt will have the greatest impact on ### [$Taiwan Semiconductor(TSM.US)On June 1st, NVIDIA r…](https://longbridge.com/en/topics/41300909.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-31T08:50:19.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)On June 1st, NVIDIA released the N1X chip, which is equivalent to "integrating NPU, CPU, and high-bandwidth memory onto a single chip." It's one-fifteenth the size ### [Jensen Huang will launch an Arm PC chip called N1X…](https://longbridge.com/en/topics/41299141.md) - Author: [双双2026](https://longbridge.com/en/profiles/17201815.md) - Datetime: 2026-05-31T01:15:57.000Z - Comments: 0 - Jensen Huang will launch an Arm PC chip called N1X in Taipei, co-developed with MediaTek. This is also positive for UMC.Because UMC is an important foundry for MediaTekI. History: Same roots, same ori ### [$IBM(IBM.US)'s stock price has risen 38% in the la…](https://longbridge.com/en/topics/41298998.md) - Author: [Curry](https://longbridge.com/en/profiles/27650593.md) - Datetime: 2026-05-31T00:27:24.000Z - Comments: 1 - $IBM(IBM.US)'s stock price has risen 38% in the last 11 trading days, mainly due to significant positive news in the quantum computing field, coupled with funding support from the Trump administration **Comments:** - **肖择时 · 2026-05-31T03:51:31.000Z**: Emotion-driven, not value-driven, rises faster and sharper in the short term, and ends earlier.Don't subjectively guess when it will end; the most correct choice while being in the trade is to cut losses at the first sign of a pullback. Even if you sell too early and miss out, it's fine, but never w ### [$Taiwan Semiconductor(TSM.US)The stock god's curre…](https://longbridge.com/en/topics/41298505.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-30T18:13:04.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)The stock god's current holdings ### [$Taiwan Semiconductor(TSM.US)$Broadcom(AVGO.US) Th…](https://longbridge.com/en/topics/41298431.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-30T17:31:49.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)$Broadcom(AVGO.US) The semiconductor rebound is far from overBroadcom just broke out of the weekly bull flag pattern, shaking off the 8MA. It's likely to rise another 15-2 ### [$NVIDIA(NVDA.US)NVIDIA's new ARM-based SOC is rumo…](https://longbridge.com/en/topics/41298078.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-30T15:55:05.000Z - Comments: 1 - $NVIDIA(NVDA.US)NVIDIA's new ARM-based SOC is rumored to have the following features:- Up to 20 CPU cores- Up to 6144 Blackwell CUDA cores- Manufactured using TSMC's 3nm process- Up to 128GB of unifie **Comments:** - **张宪生 · 2026-05-30T18:58:48.000Z**: NVIDIA, go for it! ### [May Earnings Record](https://longbridge.com/en/topics/41296538.md) - Author: [笨蛋投资学](https://longbridge.com/en/profiles/18785259.md) - Datetime: 2026-05-30T10:40:12.000Z - Comments: 0 - The monthly return rate is 31.04%, which is similar to the return in April. I was lying flat and not making any trades for the first half of the month; in the second half, I reduced some SanDisk posit ### [$NVIDIA(NVDA.US) has freed up a lot of cash recent…](https://longbridge.com/en/topics/41296338.md) - Author: [道可道99](https://longbridge.com/en/profiles/25242682.md) - Datetime: 2026-05-30T09:57:42.000Z - Comments: 13 - $NVIDIA(NVDA.US) has freed up a lot of cash recently, just in time for NVIDIA's pullback.I'm thinking, should I go all in on it or TSMC? I've been thinking for two days but haven't dared to pull the t **Comments:** - **理查德RH · 2026-05-31T06:47:21.000Z**: Should we wait until SpaceX goes public before discussing it? ☺️ - **FreeBird2025 · 2026-05-30T13:03:19.000Z**: The hot topic for June has shifted to software, Dazi is in trouble, I'm betting on Microsoft. - **乐某 · 2026-05-30T10:12:33.000Z**: NVIDIA, TSMC, Microsoft, Oracle. All are undervalued, but my position is limited, so I have 20+% positions in NVIDIA and TSMC each, and then 5% in Microsoft and Oracle long calls, and the result is Oracle quintupling.. I think both NVIDIA and TSMC are very good, if I have to choose, I'd choose TSMC. - *[... 8 more comments →](https://longbridge.com/en/topics/41296338.md)* ### [$Taiwan Semiconductor(TSM.US)June will be as crazy…](https://longbridge.com/en/topics/41286702.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-29T16:45:48.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)June will be as crazy as before, or even crazierYou don't need a huge position to make moneyChip stocks are about to see another wave of crazy gainsThere are still four to ### [$Taiwan Semiconductor(TSM.US) is a lousy penny sto…](https://longbridge.com/en/topics/41286296.md) - Author: [hwwhll](https://longbridge.com/en/profiles/22042751.md) - Datetime: 2026-05-29T16:33:55.000Z - Comments: 1 - $Taiwan Semiconductor(TSM.US) is a lousy penny stock. It hasn't gained as much in a whole year as Micron did in just a few days. When it falls, it leads the decline, plummeting as soon as it's sold of ### [$Taiwan Semiconductor(TSM.US)Ready to charge to 50…](https://longbridge.com/en/topics/41286083.md) - Author: [鹏磊](https://longbridge.com/en/profiles/11662429.md) - Datetime: 2026-05-29T16:27:38.000Z - Comments: 0 - $Taiwan Semiconductor(TSM.US)Ready to charge to 500 ## References - [Taiwan Semiconductor (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)