---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000900003.md"
description: "$Taiwan Semiconductor(TSM.US)Context:TSM is one of the positions I see as a long-term holding. My average cost is $285 and the position is currently up around 47%.What matters to me is not simply how much the stock has gained, but whether the company is still delivering on the reasons I wanted to own it. Its position in advanced semiconductor manufacturing and the continued growth of AI and high-performance computing are the main things I’m paying attention to.My Trade:I’m continuing to hold rather than treating the 47% gain as a reason to exit. For a long-term position, I care more about whether the underlying business and my original thesis remain intact than about short-term price movements.Takeaway:A long-term investment still needs to be reviewed from time to time. For me, the goal isn’t to sell simply because a position has done well, but to keep asking whether the company still deserves a place in my portfolio.I’m curious how others approach this: for a company you originally bought as a long-term holding, what would make you change your mind?"
datetime: "2026-09-15T02:20:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000900003.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000900003.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000900003.md)
author: "[AetherCore](https://longbridge.com/en/profiles/21854685.md)"
generator: "portal-rs"
---

# $Taiwan Semiconductor(TSM.US)Context:TSM is one of…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (2)

- **CLuo · 2026-09-16T08:15:40.000Z**: I like TSM long term too, but it feels a bit pricey here, so I’m not adding right now🥲
- **Aurelius · 2026-09-15T03:30:50.000Z**: one thing to track on the us line, the adr usually trades at a premium to the taipei shares and that spread moves on its own, so part of the gain is not company performance.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**