原文标题：Jim Cramer Says He Likes “Taiwan Semi Very Much” 原文连结：https://reurl.cc/0m9kjl 发布时间：2026-4-10 记者署名：Syeda Seirut Javed 原文内容： 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 在谈到伊朗战争对市场影响时提到的选股之一。有位来电观众问 Cramer 对 这档股票的看法，以及现在是否适合进场。对此，他表示： 「听着，我非常喜欢台积电，但我得跟你说，我会把你转去看 NVIDIA。NVIDIA 跌了不少 ，突然变成一档不受市场喜欢的股票，而那正是你想持有它的时候。」 台湾积体电路制造股份有限公司（NYSE:TSM）生产并销售积体电路与半导体装置。公司提 供晶圆代工及其他相关服务。在 1 月 27 日那集节目中，Cramer 提到这档股票时说： 「我认为这个产业有更多利多在後面。两周前，全球最大的半导体制造商台积电公布了一 个彻底超预期的季度业绩。更重要的是，管理层表示需求非常火热。他们计画大举投资扩 充产能。今年，台积电给出的资本支出指引是 520 亿到 560 亿美元，这将比去年增加 27% 到 37%。而华尔街原本预期不到 450 亿美元。」 「当管理层被问到这样是否足以解决晶片短缺时，他们的答案很明确：不够。台积电认为 ，要到 2028 或 2029 年，供需才会恢复平衡。因此，他们计画在未来几年持续维持高水 准的资本支出。再次强调，这对半导体资本设备制造商来说是非常好的消息。」 心得/评论： 台积电发表了3月业绩大好後 昨天老黄也跟涨 美国老谢也跳出来说 我超爱台积 辉达跌多了 就是买进的时候 这次创高稳了吧？ --

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