AI Manufacturing Edge: Social media discussions emphasize Taiwan Semiconductor Manufacturing Company’s pivotal position in the global AI ecosystem, where it supplies the advanced chips powering major technology leaders. Participants note accelerating revenue growth exceeding 40 percent year-over-year alongside robust profit expansion. Analysts cited in these conversations maintain buy ratings with implied upside targets ranging from 15 to 35 percent.
Earnings and Pricing Power: Recent posts highlight strong quarterly results, including 30 percent revenue increases and net margins reaching 45 percent, driven by market share gains in high-end processes. Observers point to the company’s superior yields in 3-nanometer and 2-nanometer technologies compared with competitors, enabling significant pricing leverage. Hedge fund activity shows some trimming, yet broader sentiment remains focused on sustained demand through 2027.
Long-Term Outlook: Conversations underscore expectations for continued expansion in advanced packaging and next-generation nodes, positioning the firm at the center of AI infrastructure spending. Management commentary on compounding AI revenue at 50 percent annually draws particular attention. Overall views reflect optimism about supply constraints favoring the company’s manufacturing dominance.
Note: This discussion summary was generated from an AI condensation of post data.
Taiwan Semiconductor Manufacturing Company Insider Trading Activity
Taiwan Semiconductor Manufacturing Company insiders have traded $TSM stock on the open market 42 times in the past 6 months. Of those trades, 41 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TSM stock by insiders over the last 6 months:
- TZU-SOU CHUANG (VP) has made 1 purchase buying 58 shares for an estimated $3,356 and 1 sale selling 200,000 shares for an estimated $13,966,000.
- 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.
- BOR-ZEN TIEN (VP) has made 10 purchases buying 3,099 shares for an estimated $213,806 and 0 sales.
- CHOH FEI YEAP (SVP) has made 2 purchases buying 1,068 shares for an estimated $59,715 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
- LEE-CHUNG LU (VP) purchased 65 shares for an estimated $3,761
- CHUE-SAN YOO (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
- 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Taiwan Semiconductor Manufacturing Company Congressional Stock Trading
Members of Congress have traded $TSM stock 8 times in the past 6 months. Of those trades, 7 have been purchases and 1 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 2 times. They made 2 purchases worth up to $30,000 on 04/09, 01/08 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 3 purchases worth up to $280,000 on 02/26, 02/09, 01/30 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Taiwan Semiconductor Manufacturing Company Hedge Fund Activity
We have seen 1,623 institutional investors add shares of Taiwan Semiconductor Manufacturing Company stock to their portfolio, and 1,404 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 14,352,008 shares (-55.9%) from their portfolio in Q1 2026, for an estimated $4,678,898,128
- CAPITAL RESEARCH GLOBAL INVESTORS added 6,774,319 shares (+210.7%) to their portfolio in Q1 2026, for an estimated $2,208,495,737
- CAPITAL WORLD INVESTORS added 5,482,648 shares (+20.0%) to their portfolio in Q1 2026, for an estimated $1,787,398,074
- SANDERS CAPITAL, LLC removed 3,898,268 shares (-12.2%) from their portfolio in Q1 2026, for an estimated $1,270,874,350
- UBS GROUP AG added 3,719,110 shares (+51.0%) to their portfolio in Q1 2026, for an estimated $1,212,467,051
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,689,825 shares (+898.7%) to their portfolio in Q1 2026, for an estimated $1,202,919,848
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 3,620,153 shares (+1341.3%) to their portfolio in Q1 2026, for an estimated $1,180,206,079
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Taiwan Semiconductor Manufacturing Company Analyst Ratings
Wall Street analysts have issued reports on $TSM in the last several months. We have seen 1 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
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 5 analysts offer price targets for $TSM in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- Simon Coles from Barclays set a target price of $470.0 on 04/22/2026
- Gil Luria from DA Davidson set a target price of $450.0 on 04/17/2026
- Charles Shi from Needham set a target price of $480.0 on 04/16/2026
- Krish Sankar from TD Cowen set a target price of $370.0 on 01/16/2026
- 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.
