Earnings Surge: Taiwan Semiconductor delivered a robust Q1, with revenue jumping 41% year-over-year to beat estimates amid soaring AI chip demand. Social media users emphasized the 3nm process's rising share and strong guidance for the next quarter. This performance underscores the company's pivotal role in the semiconductor boom.
Capacity Crunch: Reports of clients like Apple exploring Intel due to TSMC's fully booked advanced nodes triggered a recent share pullback. Discussions portray this overload as a favorable challenge, with 90%+ utilization signaling unmatched demand. Yet, some express worry over potential market share erosion in the short term.
AI-Driven Optimism: Projections of 55-60% AI revenue CAGR through 2029 fuel bullish chatter, alongside sky-high price targets up to $500. Social media highlights explosive CoWoS capacity growth and TSMC's edge in cutting-edge fabrication. Overall sentiment remains upbeat, viewing dips as buying opportunities.
Note: This discussion summary was generated from an AI condensation of post data.
Taiwan Semiconductor Insider Trading Activity
Taiwan Semiconductor insiders have traded $TSM stock on the open market 37 times in the past 6 months. Of those trades, 37 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TSM stock by insiders over the last 6 months:
- URSULA M BURNS purchased 1,000 shares for an estimated $322,050
- SHYUE-SHYH LIN (VP) has made 3 purchases buying 5,058 shares for an estimated $278,776 and 0 sales.
- BOR-ZEN TIEN (VP) has made 6 purchases buying 1,082 shares for an estimated $67,277 and 0 sales.
- CHOH FEI YEAP (SVP) has made 2 purchases buying 1,068 shares for an estimated $59,715 and 0 sales.
- CHE-CHIA WEI (Chairman and CEO) purchased 186 shares for an estimated $10,763
- YUNG-PEI CHIN (EVP and Co-COO) purchased 89 shares for an estimated $5,150
- YUH-JIER MII (EVP and Co-COO) purchased 88 shares for an estimated $5,092
- KEVIN XIAOQIANG ZHANG (SVP and Deputy Co-COO) purchased 79 shares for an estimated $4,571
- YUNG-CHIN HOU (SVP and Deputy Co-COO) purchased 78 shares for an estimated $4,513
- SHIEN-YANG WU (SVP) purchased 71 shares for an estimated $4,108
- SHU-HUA FANG (SVP and GC) purchased 70 shares for an estimated $4,050
- YING-LANG WANG (SVP) purchased 69 shares for an estimated $3,993
- TZONZ-SHENG CHANG (SVP) purchased 67 shares for an estimated $3,877
- MIN CAO (VP) purchased 66 shares for an estimated $3,819
- KUO-CHIN HSU (VP) purchased 66 shares for an estimated $3,819
- CHUE-SAN YOO (VP) purchased 65 shares for an estimated $3,761
- LEE-CHUNG LU (VP) purchased 65 shares for an estimated $3,761
- CHUN-HSIEN LEE (VP) purchased 63 shares for an estimated $3,645
- JUIPING CHUANG (VP) purchased 62 shares for an estimated $3,587
- SYUN-MING JANG (VP) purchased 62 shares for an estimated $3,587
- YUNG-HAW LIAW (VP) purchased 61 shares for an estimated $3,530
- CHRIS HORNG-DAR LIN (VP and CIO) purchased 60 shares for an estimated $3,472
- TZU-SOU CHUANG (VP) purchased 58 shares for an estimated $3,356
- JUN HE (VP) purchased 58 shares for an estimated $3,356
- PEI-HUNG CHEN (VP) purchased 57 shares for an estimated $3,298
- LIPEN YUAN (VP) purchased 52 shares for an estimated $3,009
- YUAN-KO HWANG (VP) purchased 51 shares for an estimated $2,951
- CHIH-HO CHEN (Controller) purchased 40 shares for an estimated $2,314
- JEN-CHAU HUANG (SVP and CFO) purchased 37 shares for an estimated $2,141
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 Congressional Stock Trading
Members of Congress have traded $TSM stock 9 times in the past 6 months. Of those trades, 8 have been purchases and 1 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 04/09, 01/08 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 4 purchases worth up to $295,000 on 02/26, 02/09, 01/30, 11/18 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE RICK W. ALLEN purchased up to $15,000 on 02/19.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
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 Hedge Fund Activity
We have seen 1,555 institutional investors add shares of Taiwan Semiconductor stock to their portfolio, and 1,300 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 12,054,686 shares (-16.5%) from their portfolio in Q4 2025, for an estimated $3,663,298,528
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 5,612,181 shares (-35.6%) from their portfolio in Q4 2025, for an estimated $1,705,485,684
- UBS GROUP AG added 3,719,110 shares (+51.0%) to their portfolio in Q1 2026, for an estimated $1,212,467,051
- MACQUARIE GROUP LTD removed 3,167,073 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $962,441,813
- POINT72 ASSET MANAGEMENT, L.P. added 2,850,380 shares (+157.1%) to their portfolio in Q4 2025, for an estimated $866,201,978
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,585,242 shares (-22.5%) from their portfolio in Q4 2025, for an estimated $785,629,191
- CITADEL ADVISORS LLC added 2,481,031 shares (+485.0%) to their portfolio in Q4 2025, for an estimated $753,960,510
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 Analyst Ratings
Wall Street analysts have issued reports on $TSM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 01/15/2026
To track analyst ratings and price targets for Taiwan Semiconductor, check out Quiver Quantitative's $TSM forecast page.
Taiwan Semiconductor 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 $450.0.
Here are some recent targets:
- 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
- Krish Sankar from TD Cowen set a target price of $370.0 on 01/16/2026
- Mark Li from Bernstein set a target price of $330.0 on 12/08/2025
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.
