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原文標題：Jim Cramer Says He Likes “Taiwan Semi Very Much”

原文連結：https://reurl.cc/0m9kjl

發布時間：2026-4-10

記者署名：Syeda Seirut Javed

原文內容：

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Jim
Cramer’s stock calls as he discussed the impact of the Iran war on the
markets. A caller asked for Cramer’s thoughts on the stock and whether they
should get in it. In response, he commented:

Look, I like Taiwan Semi very much, but I have to tell you, I am going to
send you to NVIDIA. NVIDIA’s down a great deal. It’s suddenly become a
disliked stock, and that’s when you want to own it.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces and
sells integrated circuits and semiconductor devices. The company provides
fabrication and other related services. During the January 27 episode, Cramer
mentioned the stock and said:

I think this industry has a lot more going for it. Two weeks ago, Taiwan
Semi, the world’s largest semiconductor manufacturer, reported a total
blowout quarter. More important, management said that the demand’s on fire.
They plan to invest heavily in building out the production capacity. For this
year, Taiwan Semi guided for 52 to $56 billion in capital expenditures. That’
d be up 27 to 37% from last year. Wall Street was expecting less than 45
billion.

When management was asked if that would be enough to fix the chip shortages,
their answer was a clear no. Taiwan Semi doesn’t see supply and demand
coming into balance until 2028 or 2029. So they’re planning to keep their
capital expenditures high for the next few years. Again, great news for the
semiconductor capital equipment makers.

While we acknowledge the potential of TSM as an investment, we believe
certain AI stocks offer greater upside potential and carry less downside
risk. If you're looking for an extremely undervalued AI stock that also
stands to benefit significantly from Trump-era tariffs and the onshoring
trend, see our free report on the best short-term AI stock.

Jim Cramer 在談到伊朗戰爭對市場影響時提到的選股之一。有位來電觀眾問 Cramer 對
這檔股票的看法，以及現在是否適合進場。對此，他表示：

「聽著，我非常喜歡台積電，但我得跟你說，我會把你轉去看 NVIDIA。NVIDIA 跌了不少
，突然變成一檔不受市場喜歡的股票，而那正是你想持有它的時候。」

台灣積體電路製造股份有限公司（NYSE:TSM）生產並銷售積體電路與半導體裝置。公司提
供晶圓代工及其他相關服務。在 1 月 27 日那集節目中，Cramer 提到這檔股票時說：


27% 到 37%。而華爾街原本預期不到 450 億美元。」



心得/評論：

台積電發表了3月業績大好後
昨天老黃也跟漲
美國老謝也跳出來說  我超愛台積
輝達跌多了 就是買進的時候

這次創高穩了吧？

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※ 作者: DrowningPool 2026-04-11 11:31:39
※ 文章代碼(AID): #1fsS2UMH (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1775878302.A.591.html