Q3 2025 Results: Recent chatter on X about Taiwan Semiconductor Manufacturing Company (TSM) has focused on its Q3 2025 earnings, which reported a robust revenue of NT$989.92 billion. Many discussions highlight the company’s strong position in the AI chip market as a key driver of growth. The buzz reflects optimism about TSM’s ongoing dominance in semiconductor manufacturing.
U.S. Expansion and Leadership: Another hot topic on X is TSM’s expansion in the U.S., coupled with a significant leadership change as a new CEO for North America was announced. Posts suggest this move signals a strategic focus on strengthening its global presence. There’s curiosity about how this will impact future operations and stock performance.
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 12 times in the past 6 months. Of those trades, 10 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 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.
- 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.
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 1,031 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
- 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
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.
