Recent discussions on X about Taiwan Semiconductor Manufacturing Company (TSM) have centered around the company's strong financial performance and strategic moves. Posts highlight the firm's impressive revenue growth for July 2025, as well as board approvals for significant capital injections and bond issuances aimed at capacity expansion. Many users are also noting the stock's resilience at key support levels, sparking curiosity about its next moves.
Additionally, there’s buzz around TSM’s role as a critical player in the AI and semiconductor space, with some on X describing it as a hidden powerhouse behind major tech giants. Conversations also touch on analyst outlooks, with positive ratings and price targets circulating widely. The tone of these discussions reflects a sense of optimism about the company’s growth trajectory and market position.
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 10 times in the past 6 months. Of those trades, 5 have been purchases and 5 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 $500,000 on 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 has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/09, 03/04.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 03/11.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 03/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Taiwan Semiconductor Manufacturing Company Hedge Fund Activity
We have seen 1,471 institutional investors add shares of Taiwan Semiconductor Manufacturing Company stock to their portfolio, and 1,068 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.
