AI chip leadership: Social media commentary underscores TSM's pivotal role in producing advanced semiconductors that power AI applications across the globe. Analysts note sustained structural demand for its cutting-edge nodes as major tech firms ramp up investments. This positions the company as a key beneficiary in the ongoing semiconductor cycle.
Market resilience: Discussions emphasize TSM's manufacturing dominance, which competitors struggle to replicate in the near term. Traders observe steady buying interest amid broader chip sector movements. Overall views reflect confidence in long-term growth tied to flagship device and AI innovations.
Note: This discussion summary was generated from an AI condensation of post data.
Taiwan Semiconductor Manufacturing Company Insider Trading Activity
Taiwan Semiconductor Manufacturing Company insiders have traded $TSM stock on the open market 193 times in the past 6 months. Of those trades, 191 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TSM stock by insiders over the last 6 months:
- TZU-SOU CHUANG (VP) has made 5 purchases buying 243 shares for an estimated $17,327 and 1 sale selling 200,000 shares for an estimated $13,966,000.
- BOR-ZEN TIEN (VP) has made 29 purchases buying 11,317 shares for an estimated $828,950 and 0 sales.
- SHYUE-SHYH LIN (VP) has made 12 purchases buying 10,239 shares for an estimated $654,582 and 0 sales.
- LIPEN YUAN (VP) has made 10 purchases buying 4,567 shares for an estimated $343,942 and 0 sales.
- URSULA M BURNS purchased 1,000 shares for an estimated $322,050
- SHU-HUA FANG (SVP and GC) has made 7 purchases buying 2,292 shares for an estimated $174,994 and 0 sales.
- CHOH FEI YEAP (SVP) has made 6 purchases buying 1,287 shares for an estimated $76,250 and 0 sales.
- CHE-CHIA WEI (Chairman and CEO) has made 5 purchases buying 783 shares for an estimated $55,848 and 0 sales.
- YUNG-PEI CHIN (EVP and Co-COO) has made 5 purchases buying 372 shares for an estimated $26,522 and 0 sales.
- YUH-JIER MII (EVP and Co-COO) has made 5 purchases buying 371 shares for an estimated $26,463 and 0 sales.
- KEVIN XIAOQIANG ZHANG (SVP and Deputy Co-COO) has made 5 purchases buying 326 shares for an estimated $23,224 and 0 sales.
- YUNG-CHIN HOU (SVP and Deputy Co-COO) has made 5 purchases buying 325 shares for an estimated $23,167 and 0 sales.
- SHIEN-YANG WU (SVP) has made 5 purchases buying 296 shares for an estimated $21,100 and 0 sales.
- YING-LANG WANG (SVP) has made 5 purchases buying 287 shares for an estimated $20,457 and 0 sales.
- MIN CAO (VP) has made 5 purchases buying 285 shares for an estimated $20,360 and 0 sales.
- KUO-CHIN HSU (VP) has made 5 purchases buying 280 shares for an estimated $19,981 and 0 sales.
- TZONZ-SHENG CHANG (SVP) has made 5 purchases buying 279 shares for an estimated $19,887 and 0 sales.
- CHUE-SAN YOO (VP) has made 5 purchases buying 273 shares for an estimated $19,475 and 0 sales.
- CHIH-HO CHEN (Controller) has made 6 purchases buying 218 shares for an estimated $15,709 and 1 sale selling 50 shares for an estimated $3,761.
- CHUN-HSIEN LEE (SVP) has made 5 purchases buying 270 shares for an estimated $19,274 and 0 sales.
- LEE-CHUNG LU (VP) has made 5 purchases buying 269 shares for an estimated $19,166 and 0 sales.
- JUIPING CHUANG (VP) has made 5 purchases buying 258 shares for an estimated $18,391 and 0 sales.
- SYUN-MING JANG (VP) has made 5 purchases buying 257 shares for an estimated $18,312 and 0 sales.
- CHRIS HORNG-DAR LIN (VP and CIO) has made 5 purchases buying 250 shares for an estimated $17,818 and 0 sales.
- JUN HE (VP) has made 5 purchases buying 241 shares for an estimated $17,178 and 0 sales.
- PEI-HUNG CHEN (VP) has made 5 purchases buying 239 shares for an estimated $17,043 and 0 sales.
- YUAN-KO HWANG (VP) has made 5 purchases buying 211 shares for an estimated $15,036 and 0 sales.
- YAO-CHING KU (VP) has made 4 purchases buying 188 shares for an estimated $14,199 and 0 sales.
- YI-HUANG WU (VP) has made 4 purchases buying 160 shares for an estimated $12,082 and 0 sales.
- CHIN-SHENG LU (VP) has made 4 purchases buying 151 shares for an estimated $11,402 and 0 sales.
- JEN-CHAU HUANG (SVP and CFO) has made 5 purchases buying 154 shares for an estimated $10,978 and 0 sales.
- YUNG-HAW LIAW (VP) has made 3 purchases buying 157 shares for an estimated $10,856 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Taiwan Semiconductor Manufacturing Company Congressional Stock Trading
Members of Congress have traded $TSM stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 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 2 times. They made 2 purchases worth up to $30,000 on 07/10, 04/09 and 0 sales.
- REPRESENTATIVE RICK W. ALLEN purchased up to $15,000 on 05/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Taiwan Semiconductor Manufacturing Company Hedge Fund Activity
We have seen 1,879 institutional investors add shares of Taiwan Semiconductor Manufacturing Company stock to their portfolio, and 1,504 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 23,829,286 shares (+inf%) to their portfolio in Q2 2026, for an estimated $11,380,152,115
- GOLDMAN SACHS GROUP INC added 6,723,739 shares (+71.5%) to their portfolio in Q2 2026, for an estimated $3,211,056,034
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,160,741 shares (+38.7%) to their portfolio in Q2 2026, for an estimated $1,509,475,079
- SANDS CAPITAL MANAGEMENT, LLC removed 2,900,735 shares (-42.5%) from their portfolio in Q2 2026, for an estimated $1,385,304,013
- CANTILLON CAPITAL MANAGEMENT LLC removed 2,378,731 shares (-95.4%) from their portfolio in Q2 2026, for an estimated $1,136,010,563
- D. E. SHAW & CO., INC. removed 2,178,369 shares (-73.8%) from their portfolio in Q2 2026, for an estimated $1,040,323,683
- VAN ECK ASSOCIATES CORP removed 2,051,400 shares (-10.6%) from their portfolio in Q2 2026, for an estimated $979,687,098
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Taiwan Semiconductor Manufacturing Company Price Targets
Multiple analysts have issued price targets for $TSM recently. We have seen 5 analysts offer price targets for $TSM in the last 6 months, with a median target of $480.0.
Here are some recent targets:
- An analyst from B of A Securities set a target price of $590.0 on 06/24/2026
- Mehdi Hosseini from Susquehanna set a target price of $575.0 on 06/22/2026
- Simon Coles from Barclays set a target price of $470.0 on 04/22/2026
- Gil Luria from DA Davidson set a target price of $450.0 on 04/17/2026
- Charles Shi from Needham set a target price of $480.0 on 04/16/2026
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.
