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Insider Cluster (27 insiders) ·Filed Aug 10, 2026

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
BULLISH
Impact 5/10
Horizonweeks Processed2mo ago
Insider cluster: 27 insiders, $0.1M total
Actionable Insight ▲ Bullish

The breadth of this insider buy cluster—27 executives from CEO to VPs—is a rare signal of management confidence, but the dollar amount is negligible. The cross-filing amplifier verdict suggests this pattern has been more informative historically, but the tiny absolute size limits conviction. Monitor for upcoming earnings or guidance updates that may have prompted this coordinated buying.

DirectionBullish
Confidencemedium
Horizonweeks
Latest settled — T+20d ⚠ clustered
TSM ▲ +4.91% at T+20d
LONG call ✓ call won +4.91% · α vs SPY +5.82% · entry $418.47 → $439.00
Next anchor: T+60d in 6d
Latest observation: T+53 +14.45% FF3 residual α
Entry = T+0 close
Aug 10, 2026
via day close
T+1d
+0.86%
call +0.86% · α +1.18%
$422.06
settled 3mo ago
T+5d
+2.93%
call +2.93% · α +2.98%
$430.75
settled 2mo ago
T+20d
+4.91%
call +4.91% · α +5.82%
$439.00
settled 7w ago
T+60d
Pending
in 6d

Price Chart

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Executive Summary

27 TSMC insiders, including Chairman/CEO Wei Che-Chia and CFO Huang Jen-Chau, made open-market purchases totaling $106K on August 7, 2026, at $73.31 per share. While the dollar amount is trivial relative to TSM's $2.17T market cap (<0.000005%), the breadth of participation—spanning the CEO, CFO, EVPs, SVPs, and VPs—is an unusually broad cluster of conviction buys that signals management's confidence in the company's near-term outlook.

Key Financial Metrics

Direction
buying
Total Value
$106.0K
Insiders
27

Key Facts

  • 27 insiders purchased shares on August 7, 2026, at $73.31/share
  • Total open-market purchases: $106,000
  • Chairman/CEO Wei Che-Chia bought 152 shares ($11K); CFO Huang Jen-Chau bought 29 shares ($2K)
  • Purchases represent ~0.000005% of TSM's $2.17T market cap
  • All trades were open-market buys (code P), not grants or exercises
  • Cross-filing actuarial verdicts flag this cluster as an amplifier (PMI=4.13, q=0.000)

Financial Impact

$106K in insider purchases, immaterial relative to $2.17T market cap

insider ownership

Risk Factors

  • Dollar amount is trivial relative to market cap—insiders may be making symbolic purchases
  • No accompanying corporate event (earnings, guidance, product announcement) is referenced in the filing

Market Snapshot

Exchange
OTC
Sector
Semiconductors & Related Devices
Analyst Consensus
95% bullish (43 analysts)

Investment Themes

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TSM-1786431687656
43 reports for TSM
Performance horizon
82% Hit rate @ T+20 9 of 11 directional calls Went positive at some point 11 of 13 best @ T+60▲ +39.31%Mar 30, 2026
Filters
Rows
Reports for TSM — sortable, filterable
TypeNow
Oct 27, 2026
today
SC 13G
NEUTRAL ★ 3/10
$436.20awaiting T+20—$436.87 (+0.15%)
Oct 22, 2026
5d ago
Institutional Cluster
MIXED ★ 3/10
$418.51awaiting T+20—$436.87 (+4.39%)
Oct 22, 2026
5d ago
6-K
NEUTRAL ★ 2/10
$412.35awaiting T+20—$436.87 (+5.95%)
Oct 15, 2026
12d ago
6-K
BULLISH ★ 7/10
$422.25awaiting T+20—$436.87 (+3.46%)
Oct 12, 2026
15d ago
Institutional Cluster
MIXED ★ 4/10
$444.35awaiting T+20—$436.87 (−1.68%)
Oct 8, 2026
19d ago
6-K
BULLISH ★ 6/10
$457.99awaiting T+20—$436.87 (−4.61%)
Sep 24, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$451.15 $412.35▼ −8.60%▼ −8.18%$436.87 (−3.17%)
Sep 10, 2026
6w ago
6-K
BULLISH ★ 6/10
$428.03 $457.99▲ +7.00%▲ +4.88%$436.87 (+2.07%)
Sep 9, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$435.36 $472.20▲ +8.46%▲ +6.52%$436.87 (+0.35%)
Sep 4, 2026
7w ago
Insider Cluster
BULLISH ★ 4/10
$428.91 $485.80▲ +13.26%▲ +12.66%$436.87 (+1.86%)
Showing 10 of 43

US Market Status

Market Closed — Opens Thu (11h 42m)

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Report published Aug 11, 2026