Recent discussions on X about Taiwan Semiconductor Manufacturing Company (TSM) have been ignited by the company's latest revenue report, which showed a significant year-over-year increase of over 30% for September. Many users are pointing to the sustained demand for advanced chips, particularly in AI and high-performance computing, as a key driver behind these impressive figures. The buzz reflects a sense of optimism about TSM’s pivotal role in the global semiconductor supply chain.
Additionally, chatter on X has touched on TSM’s strategic positioning, with some highlighting the company’s progress at its Arizona facility and its efforts to localize production in key markets. There’s a mix of curiosity and speculation about how these moves could impact future growth amidst geopolitical tensions and supply chain challenges. The conversation underscores TSM’s importance as a tech industry bellwether, with keen interest in its next steps.
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 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 VAL T. HOYLE purchased up to $15,000 on 05/06.
- 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 1,457 institutional investors add shares of Taiwan Semiconductor Manufacturing Company stock to their portfolio, and 953 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:
- Barclays issued a "Overweight" rating on 09/16/2025
- Needham issued a "Buy" rating on 07/17/2025
- Susquehanna issued a "Positive" rating on 06/17/2025
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 $270.0.
Here are some recent targets:
- Simon Coles from Barclays set a target price of $325.0 on 09/16/2025
- 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
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.
