Recent discussions on X about Taiwan Semiconductor Manufacturing Company (TSM) have been buzzing with activity, largely driven by the U.S. government's decision to revoke the company's export waiver for shipping equipment to China. Many users are expressing concern over the potential impact this could have on TSM's operations, particularly at its Nanjing facility, with some speculating about disruptions to its supply chain. The conversation reflects a heightened interest in how this geopolitical move might affect the semiconductor giant's future growth.
Additionally, there’s a notable focus on TSM's financial performance, with posts highlighting strong revenue growth forecasts and positive analyst outlooks, including raised price targets citing robust AI demand. Some users are optimistic about the company's positioning in the tech sector despite regulatory challenges, pointing to its critical role in the global chip market. This mix of apprehension and confidence underscores the complex dynamics surrounding TSM on the platform.
Note: This discussion summary was generated from an AI condensation of post data.
Taiwan Semiconductor Manufacturing Company Congressional Stock Trading
Members of Congress have traded $TSM stock 13 times in the past 6 months. Of those trades, 10 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 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 LISA C. MCCLAIN has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/17, 06/09 and 0 sales.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 03/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Taiwan Semiconductor Manufacturing Company Hedge Fund Activity
We have seen 1,487 institutional investors add shares of Taiwan Semiconductor Manufacturing Company stock to their portfolio, and 1,060 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.
Taiwan Semiconductor Manufacturing Company 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 07/17/2025
- Susquehanna issued a "Positive" rating on 06/17/2025
- Barclays issued a "Overweight" rating on 06/03/2025
To track analyst ratings and price targets for Taiwan Semiconductor Manufacturing Company, check out Quiver Quantitative's $TSM forecast page.
Taiwan Semiconductor Manufacturing Company 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 $265.0.
Here are some recent targets:
- Charles Shi from Needham set a target price of $270.0 on 07/17/2025
- Mehdi Hosseini from Susquehanna set a target price of $265.0 on 07/14/2025
- Simon Coles from Barclays set a target price of $240.0 on 06/03/2025
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.
