$570,000 of TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY (TSMC) lobbying was just disclosed, from Q3 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Discussions related to general manufacturing workforce development issues, including high skilled immigration reform, talent pipeline programs, and education needs for advanced semiconductor manufacturers. Discussions on policy changes affecting the use of certain chemicals in the semiconductor manufacturing process, streamlining environmental permitting for certain semiconductor manufacturing projects. Clean Air Act emissions reduction credit rule Discussions on policy changes affecting the use of certain chemicals in the semiconductor manufacturing process, streamlining environmental permitting for certain semiconductor manufacturing projects. Clean Air Act emissions reduction credit rule Policy changes to the patent trial and appeal board (S. 1553 "Promoting and Respecting Economically Vital American Innovation Leadership Act" or PREVAIL Act) and the International Trade Commission HR4346 - CHIPS & Science Act Export control measures on artificial intelligence hardware including legislation impacting export control process for advanced semiconductor technologies Department of Commerce - Export Administration Regulations - changes to Entity List/Export Administration Regulations (HR 3447 and S.Amndt.3505 t S.2296) Department of Commerce and USTR - potential trade negotiations and broader trade policy discussions HR 4346 - CHIPS & Science Act HR 33 - United States-Taiwan Expedited Double-Tax Relief Act Discussions with Treasury officials on implementation of 25% investment tax credit for advanced semiconductor manufacturing Discussions with the Department of Commerce Bureau of Information Security on changes to the "Entity List" and other amendments to the Export Administration Regulations (85 Fed. Reg. 23460). Discussions related to the Department of Commerce, the National Institute of Standards and Technology regarding the planning and design of programs to implement the CHIPS for America Act. Discussions with the Department of Commerce and the United States Trade Representative regarding various trade proposals, potential trade negotiations, and broader trade policy discussions. Export control measures on artificial intelligence hardware including legislation impacting export control process for advanced semiconductor technologies"
You can find more data on corporate lobbying on Quiver Quantitative.
TSM Congressional Stock Trading
Members of Congress have traded $TSM stock 14 times in the past 6 months. Of those trades, 11 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $TSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 05/06 and 1 sale worth up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/17, 06/09 and 1 sale worth up to $100,000 on 08/28.
- REPRESENTATIVE CLEO FIELDS has traded it 8 times. They made 8 purchases worth up to $1,380,000 on 08/15, 08/13, 08/01, 07/17, 06/25 and 0 sales.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
TSM Hedge Fund Activity
We have seen 1,459 institutional investors add shares of TSM stock to their portfolio, and 982 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC removed 28,875,000 shares (-99.4%) from their portfolio in Q2 2025, for an estimated $6,539,898,750
- FMR LLC added 9,416,021 shares (+18.1%) to their portfolio in Q2 2025, for an estimated $2,132,634,596
- NEW VERNON CAPITAL HOLDINGS II LLC removed 6,655,878 shares (-99.2%) from their portfolio in Q2 2025, for an estimated $1,507,489,808
- GOLDMAN SACHS GROUP INC removed 6,538,573 shares (-37.8%) from their portfolio in Q2 2025, for an estimated $1,480,921,398
- MORGAN STANLEY removed 5,289,655 shares (-27.8%) from their portfolio in Q2 2025, for an estimated $1,198,053,960
- SANDERS CAPITAL, LLC removed 3,244,238 shares (-7.8%) from their portfolio in Q2 2025, for an estimated $734,787,464
- JENNISON ASSOCIATES LLC added 2,537,760 shares (+26.7%) to their portfolio in Q2 2025, for an estimated $574,777,262
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TSM Analyst Ratings
Wall Street analysts have issued reports on $TSM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 10/17/2025
- Needham issued a "Buy" rating on 10/16/2025
- Susquehanna issued a "Positive" rating on 10/10/2025
To track analyst ratings and price targets for TSM, check out Quiver Quantitative's $TSM forecast page.
TSM Price Targets
Multiple analysts have issued price targets for $TSM recently. We have seen 3 analysts offer price targets for $TSM in the last 6 months, with a median target of $360.0.
Here are some recent targets:
- Simon Coles from Barclays set a target price of $355.0 on 10/17/2025
- Charles Shi from Needham set a target price of $360.0 on 10/16/2025
- Mehdi Hosseini from Susquehanna set a target price of $400.0 on 10/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
