Recent chatter on X about Taiwan Semiconductor Manufacturing Company (TSM) has been buzzing with anticipation ahead of the company's third-quarter earnings report scheduled for October 16, 2025. Many users are highlighting the firm's impressive September revenue figures, which showed a year-over-year increase of over 30%, driven largely by sustained demand for advanced chips in the AI sector. This has fueled discussions about whether TSM can maintain its growth trajectory amidst global supply chain challenges.
Additionally, posts on X reflect a keen interest in how geopolitical tensions, particularly with China, might impact TSM's operations and stock performance. Some users have noted the company's strategic moves to expand production in regions like Arizona as a potential buffer against such risks. The upcoming earnings report is seen as a critical moment to gauge both financial health and future guidance in these uncertain times.
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 14 times in the past 6 months. Of those trades, 11 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 VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 05/06 and 1 sale worth 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.
- 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 BRUCE WESTERMAN sold up to $15,000 on 04/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Taiwan Semiconductor Manufacturing Company Hedge Fund Activity
We have seen 1,455 institutional investors add shares of Taiwan Semiconductor Manufacturing Company stock to their portfolio, and 966 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:
- Susquehanna issued a "Positive" rating on 10/10/2025
- Barclays issued a "Overweight" rating on 09/16/2025
- Needham issued a "Buy" rating on 07/17/2025
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 $330.0.
Here are some recent targets:
- Mehdi Hosseini from Susquehanna set a target price of $400.0 on 10/10/2025
- Simon Coles from Barclays set a target price of $330.0 on 10/09/2025
- Charles Shi from Needham set a target price of $270.0 on 07/17/2025
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.
