October Sales Slowdown: Recent discussions on X about Taiwan Semiconductor Manufacturing Company (TSM) have centered on its October revenue report, which showed a year-over-year growth of 16.8%, a notable slowdown from prior months. Many users are expressing concern about the decelerating momentum, especially given the company’s key role in producing chips for AI applications. This has sparked debates about whether the broader AI trade is losing steam.
AI Demand and Stock Recovery: Despite the slowdown, some conversations on X highlight the continued strong demand for AI chips as a potential driver for TSM’s future growth. A few users noted a recent uptick in the stock price, suggesting resilience amid the broader market sell-off. The mix of worry and cautious optimism keeps the discussion dynamic and closely watched.
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, 11 have been purchases and 2 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 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 VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/17, 06/09 and 1 sale worth up to $100,000 on 08/28.
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 1,089 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 11,786,038 shares (+19.2%) to their portfolio in Q3 2025, for an estimated $3,291,722,553
- 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
- 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
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.
