Record Revenue Surge: Social media erupted following TSMC's announcement of first-quarter revenue climbing 35% year-over-year to a record $35.71 billion, exceeding forecasts amid unrelenting AI chip demand. March sales alone rocketed 45%, with users emphasizing how this underscores the nascent stage of the AI boom powering the company's growth.
Capacity Constraints: Discussions highlighted TSMC's production sold out through 2028, including advanced nodes and new Arizona facilities, as AI hyperscalers lock in supply years ahead. Geopolitical tensions, like gas supply disruptions from Middle East conflicts, were noted but overshadowed by the firm's expansion into Japan and the US.
Long-Term Optimism: Participants pointed to projections of revenue doubling over three years, positioning TSMC at the epicenter of AI infrastructure with peers shifting orders its way due to rivals' yield woes. Sentiment remains firmly bullish despite broader market volatilities.
Note: This discussion summary was generated from an AI condensation of post data.
TSMC Insider Trading Activity
TSMC insiders have traded $TSM stock on the open market 34 times in the past 6 months. Of those trades, 34 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TSM stock by insiders over the last 6 months:
- URSULA M BURNS purchased 1,000 shares for an estimated $322,050
- SHYUE-SHYH LIN (VP) has made 3 purchases buying 5,058 shares for an estimated $278,776 and 0 sales.
- CHOH FEI YEAP (SVP) has made 2 purchases buying 1,068 shares for an estimated $59,715 and 0 sales.
- BOR-ZEN TIEN (VP) has made 3 purchases buying 1,062 shares for an estimated $59,517 and 0 sales.
- CHE-CHIA WEI (Chairman and CEO) purchased 186 shares for an estimated $10,763
- YUNG-PEI CHIN (EVP and Co-COO) purchased 89 shares for an estimated $5,150
- YUH-JIER MII (EVP and Co-COO) purchased 88 shares for an estimated $5,092
- KEVIN XIAOQIANG ZHANG (SVP and Deputy Co-COO) purchased 79 shares for an estimated $4,571
- YUNG-CHIN HOU (SVP and Deputy Co-COO) purchased 78 shares for an estimated $4,513
- SHIEN-YANG WU (SVP) purchased 71 shares for an estimated $4,108
- SHU-HUA FANG (SVP and GC) purchased 70 shares for an estimated $4,050
- YING-LANG WANG (SVP) purchased 69 shares for an estimated $3,993
- TZONZ-SHENG CHANG (SVP) purchased 67 shares for an estimated $3,877
- MIN CAO (VP) purchased 66 shares for an estimated $3,819
- KUO-CHIN HSU (VP) purchased 66 shares for an estimated $3,819
- CHUE-SAN YOO (VP) purchased 65 shares for an estimated $3,761
- LEE-CHUNG LU (VP) purchased 65 shares for an estimated $3,761
- CHUN-HSIEN LEE (VP) purchased 63 shares for an estimated $3,645
- JUIPING CHUANG (VP) purchased 62 shares for an estimated $3,587
- SYUN-MING JANG (VP) purchased 62 shares for an estimated $3,587
- YUNG-HAW LIAW (VP) purchased 61 shares for an estimated $3,530
- CHRIS HORNG-DAR LIN (VP and CIO) purchased 60 shares for an estimated $3,472
- TZU-SOU CHUANG (VP) purchased 58 shares for an estimated $3,356
- JUN HE (VP) purchased 58 shares for an estimated $3,356
- PEI-HUNG CHEN (VP) purchased 57 shares for an estimated $3,298
- LIPEN YUAN (VP) purchased 52 shares for an estimated $3,009
- YUAN-KO HWANG (VP) purchased 51 shares for an estimated $2,951
- CHIH-HO CHEN (Controller) purchased 40 shares for an estimated $2,314
- JEN-CHAU HUANG (SVP and CFO) purchased 37 shares for an estimated $2,141
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TSMC Congressional Stock Trading
Members of Congress have traded $TSM stock 13 times in the past 6 months. Of those trades, 9 have been purchases and 4 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 5 times. They made 4 purchases worth up to $295,000 on 02/26, 02/09, 01/30, 11/18 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE RICK W. ALLEN purchased up to $15,000 on 02/19.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- 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 4 times. They made 1 purchase worth up to $15,000 on 10/30 and 3 sales worth up to $45,000 on 10/31, 10/30, 10/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
TSMC Hedge Fund Activity
We have seen 1,433 institutional investors add shares of TSMC stock to their portfolio, and 1,193 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
- 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
- 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
- CITADEL ADVISORS LLC added 2,481,031 shares (+485.0%) to their portfolio in Q4 2025, for an estimated $753,960,510
- SANDS CAPITAL MANAGEMENT, LLC removed 2,425,714 shares (-26.2%) from their portfolio in Q4 2025, for an estimated $737,150,227
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 2 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
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 5 analysts offer price targets for $TSM in the last 6 months, with a median target of $410.0.
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
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.
