Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his takes on. When a caller inquired about the company during the episode, Cramer commented:
“I get up at 2 a.m. to listen to their conference call. It’s magnificent. They really know what they’re doing. Why do I not own it for the Charitable Trust? Well, frankly, it’s because we own NVIDIA, which is, you know, one of the largest clients, probably arguably the largest, and I don’t think there’s a need to own both of them, but Taiwan Semi is a very good company. NVIDIA’s got the same Taiwan risk, actually, as Taiwan Semi to some degree, although obviously one’s located in Taiwan.”
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces and sells integrated circuits and semiconductor devices. The company provides fabrication and other related services. Sustainable Growth Advisers stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its third quarter 2025 investor letter:
“Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was a contributor to portfolio performance in Q3. Management raised fiscal year 2025 guidance to 30% revenue growth year-over-year, supported by robust demand for advanced semiconductor manufacturing and strong execution across its diversified business mix. The company’s technology and manufacturing leadership at leading-edge nodes enables it to maintain pricing power and deliver high margins, with recent results exceeding expectations due to Taiwan dollar appreciation and U.S. openings. As it stands today, TSMC is the sole provider for all leading-edge AI and smartphone manufacturing and this position continues to strengthen with Intel’s pull back as subsequent advancement is only iterative unless disrupted by quantum computing. The lack of competition also allows the company to maintain good margins despite heavy investments in geographical diversification.
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