Major Investment Approval: Recent discussions on X about Taiwan Semiconductor Manufacturing Company (TSM) have been fueled by the board's approval of a nearly $15 billion investment for advanced technology and facility expansions. Many are intrigued by how this positions TSM as a leader in the semiconductor industry. This news has sparked lively conversations about future growth.
Geopolitical Concerns: There’s also notable chatter on X regarding governance risks, particularly around an investigation into a former executive over security concerns. Some users warn of potential short-term volatility in the stock due to these headlines. The discussion highlights uncertainty in an otherwise strong outlook.
Market Performance: Posts on X have pointed to a recent dip in TSM’s stock price, with some attributing it to sector-wide pressures and slowing global chip demand. Despite this, many remain optimistic about the company’s role in AI and advanced computing. The mix of views keeps the conversation dynamic.
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 19 times in the past 6 months. Of those trades, 14 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 LISA C. MCCLAIN has traded it 7 times. They made 3 purchases worth up to $45,000 on 10/30, 06/17, 06/09 and 4 sales worth up to $145,000 on 10/31, 10/30, 10/14, 08/28.
- REPRESENTATIVE CLEO FIELDS has traded it 9 times. They made 9 purchases worth up to $1,630,000 on 10/23, 08/15, 08/13, 08/01, 07/17, 06/25 and 0 sales.
- 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.
Taiwan Semiconductor Manufacturing Company Hedge Fund Activity
We have seen 1,501 institutional investors add shares of Taiwan Semiconductor Manufacturing Company stock to their portfolio, and 1,126 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 11,786,038 shares (+19.2%) to their portfolio in Q3 2025, for an estimated $3,291,722,553
- SANDERS CAPITAL, LLC removed 5,999,140 shares (-15.7%) from their portfolio in Q3 2025, for an estimated $1,675,499,810
- CAPITAL WORLD INVESTORS removed 4,144,254 shares (-13.0%) from their portfolio in Q3 2025, for an estimated $1,157,448,699
- JPMORGAN CHASE & CO removed 3,887,653 shares (-13.7%) from their portfolio in Q3 2025, for an estimated $1,085,782,606
- BANK OF NEW YORK MELLON CORP removed 3,151,640 shares (-18.5%) from their portfolio in Q3 2025, for an estimated $880,221,535
- HSBC HOLDINGS PLC removed 2,797,089 shares (-67.0%) from their portfolio in Q3 2025, for an estimated $781,198,986
- BLACKROCK, INC. added 2,739,259 shares (+19.0%) to their portfolio in Q3 2025, for an estimated $765,047,646
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:
- Barclays issued a "Overweight" rating on 10/17/2025
- Needham issued a "Buy" rating on 10/16/2025
- Susquehanna issued a "Positive" rating on 10/10/2025
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 $360.0.
Here are some recent targets:
- Charles Shi from Needham set a target price of $360.0 on 10/27/2025
- Simon Coles from Barclays set a target price of $355.0 on 10/17/2025
- 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.
