January Revenue Surge: Social media lit up after TSMC reported January revenue soaring 37% year-over-year, accelerating sharply from prior months. Enthusiasts pointed to this as proof of insatiable AI chip demand fueling the company's growth. The figures reinforced TSMC's status as the foundry powerhouse for tech giants.
AI Infrastructure Boom: Conversations highlighted TSMC's near-monopoly on advanced nodes, capturing up to 90% of high-end AI production. Investors buzzed about hyperscalers' ballooning capex commitments locking in multi-year demand. Projections of mid-high 50% AI revenue CAGR through 2029 added to the excitement.
Geopolitical Balance: While optimism dominated, some discussions flagged Taiwan's blockade risks amid China tensions. Counterpoints focused on TSMC's fab expansions in the US and Japan to diversify risks. The overall tone stayed bullish on the AI super cycle's momentum.
Note: This discussion summary was generated from an AI condensation of post data.
TSMC Congressional Stock Trading
Members of Congress have traded $TSM stock 13 times in the past 6 months. Of those trades, 7 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $TSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $265,000 on 01/08, 10/23 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 5 times. They made 1 purchase worth up to $15,000 on 10/30 and 4 sales worth up to $145,000 on 10/31, 10/30, 10/14, 08/28.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
TSMC Hedge Fund Activity
We have seen 1,481 institutional investors add shares of TSMC stock to their portfolio, and 1,262 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 12,054,686 shares (-16.5%) from their portfolio in Q4 2025, for an estimated $3,663,298,528
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 5,612,181 shares (-35.6%) from their portfolio in Q4 2025, for an estimated $1,705,485,684
- GOLDMAN SACHS GROUP INC removed 3,664,609 shares (-30.2%) from their portfolio in Q4 2025, for an estimated $1,113,638,029
- MACQUARIE GROUP LTD removed 3,167,073 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $962,441,813
- POINT72 ASSET MANAGEMENT, L.P. added 2,850,380 shares (+157.1%) to their portfolio in Q4 2025, for an estimated $866,201,978
- HSBC HOLDINGS PLC removed 2,797,089 shares (-67.0%) from their portfolio in Q3 2025, for an estimated $781,198,986
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,585,242 shares (-22.5%) from their portfolio in Q4 2025, for an estimated $785,629,191
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TSMC 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:
- Needham issued a "Buy" rating on 01/15/2026
- Barclays issued a "Overweight" rating on 10/17/2025
- Susquehanna issued a "Positive" rating on 10/10/2025
To track analyst ratings and price targets for TSMC, check out Quiver Quantitative's $TSM forecast page.
TSMC Price Targets
Multiple analysts have issued price targets for $TSM recently. We have seen 6 analysts offer price targets for $TSM in the last 6 months, with a median target of $405.0.
Here are some recent targets:
- Gil Luria from DA Davidson set a target price of $450.0 on 02/13/2026
- Simon Coles from Barclays set a target price of $450.0 on 01/16/2026
- Krish Sankar from TD Cowen set a target price of $370.0 on 01/16/2026
- Charles Shi from Needham set a target price of $410.0 on 01/15/2026
- Mark Li from Bernstein set a target price of $330.0 on 12/08/2025
- 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. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
