SecBot

SecBot
OTC· Semiconductors & Related Devices· CIK 0001046179

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$472.35 ▲ +2.86%
Prev close $459.20
Market cap$2.4T
ConsensusStrong Buy
12-mo target$552.26 (+16.9%)
▲ Bullish
Analyst conviction 10/10
Insider Buying Cluster (30 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (2) Semiconductors
Snapshot
The big-picture read on TSM right now — valuation, ownership and activity at a glance.
Market Cap
$2.4T
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$264.1B
Inst. Activity
33 buys / 17 sells
Insider Activity
$121.8K buy / $0.00 sell
Insider Net $
$121.8K
Social Sentiment
60° Warm
SEC Reports
20
Congressional
8 trades
Price chart 30d +13.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 earthquake
M4.6 Earthquake - 36 km SE of Hualien City, Taiwan
Magnitude 4.6, Depth: 19.0km
Sep 10, 2026 SEC
TSMC reported August 2026 net revenue of NT$514.81 billion, up 53.3% YoY and 10.1% MoM, with year-to-date revenue up 39.
6-K — Impact 6/10
Sep 7, 2026 Insider
Cao Min bought 56 shares
VP @ $76.20 ($4.3K)
Sep 7, 2026 Insider
Chang Tzonz-Sheng bought 53 shares
SVP @ $76.20 ($4.0K)
Sep 7, 2026 Insider
Chin Yung-Pei bought 71 shares
EVP and Co-COO @ $76.20 ($5.4K)
Sep 4, 2026 SEC
Two TSM insiders (SVP/GC Fang Shu-Hua and VP Tien Bor-Zen) made open-market purchases totaling $153K in late June 2026,
CLUSTER — Impact 4/10
Sep 1, 2026 SEC
TSMC filed a 6-K reporting a miniscule adjustment to its Q1 2026 cash dividend per share, from NT$7.0 to NT$7.0, due to
6-K — Impact 1/10
Aug 12, 2026 Congress
Rick Allen buy
$1,001 - $15,000 — House
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 95% rate it Buy or better · 43 analysts
Strong Buy 12 28% Buy 29 67% Hold 2 5% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 2, 2026StifelINITIATEBuy 54%
Aug 11, 2026BernsteinMAINTAINOutperform 51%
Jul 27, 2026NeedhamMAINTAINBuy 50%
Jul 17, 2026DA DavidsonMAINTAINBuy 53%
Jul 17, 2026TD CowenMAINTAINHold 56%
Jul 17, 2026BarclaysMAINTAINOverweight 54%
Jul 16, 2026SusquehannaMAINTAINPositive 56%
Jun 24, 2026B of A SecuritiesMAINTAINBuy 54%
Jun 22, 2026SusquehannaMAINTAINPositive 56%
Apr 22, 2026BarclaysMAINTAINOverweight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026122920095%
Aug 1, 2026132820095%
Jul 1, 2026132820095%
Jun 1, 2026112920095%
May 1, 2026122920095%
Apr 1, 2026122920095%
Mar 1, 2026122920095%
Feb 1, 2026122920095%
Price targets
Where 20 covering analysts think TSM trades over the next 12 months.
$552.26 +16.9% upside Buy
Current$472.43 Low$440.00 Median$538.50 High$700.00 20 analysts
$440.00$700.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
31 mentions 14 bullish 7 bearish 10 neutral
Recent posts
stocks Neutral 8d 13h ago
How is my starter setup
▲ 1 · 💬 7· ⚡ 0.5
wallstreetbets Bullish 9d 2h ago
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
▲ 1 · 💬 0· ⚡ 0.5
stocks Bullish 10d 2h ago
Advice on consolidating small positions from 4 stocks
▲ 1 · 💬 5· ⚡ 0.5
wallstreetbets Bullish 10d 22h ago
AI Rotation from Harness to Model: How To Play It
▲ 1 · 💬 5· ⚡ 0.5
wallstreetbets Bullish 18d 4h ago
I MUST be a moron...but I am buying the dip. HOW wrong am I?
▲ 1 · 💬 7· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 8 bullish, 0 bearish, 1 mixed, 11 neutral · avg impact 3.8/10.
BULLISH6-K6/10
TSMC reported August 2026 net revenue of NT$514.81 billion, up 53.3% YoY and 10.1% MoM, with year-to
Sep 10, 2026
BULLISHCLUSTER4/10
Two TSM insiders (SVP/GC Fang Shu-Hua and VP Tien Bor-Zen) made open-market purchases totaling $153K
Sep 4, 2026
NEUTRAL6-K1/10
TSMC filed a 6-K reporting a miniscule adjustment to its Q1 2026 cash dividend per share, from NT$7.
Sep 1, 2026
NEUTRAL6-K2/10
TSMC filed a routine monthly 6-K for July 2026, reporting minor insider share purchases by two vice
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
earthquake
M4.6 Earthquake - 36 km SE of Hualien City, Taiwan
Magnitude 4.6, Depth: 19.0km
Sep 14, 2026
ftd
FTD: TSM — 5,902 shares ($2.6M) failed to deliver
Settlement: 20260914, Price: $433.24, FTD Value: $2,556,982.48, TAIWAN SEMICON MFG LTD(5COMSH)
Sep 13, 2026
earthquake
M4.6 Earthquake - 113 km NE of Hengchun, Taiwan
Magnitude 4.6, Depth: 10.0km
Sep 8, 2026
ftd
FTD: TSM — 2,169 shares ($0.9M) failed to deliver
Settlement: 20260908, Price: $428.91, FTD Value: $930,305.79, TAIWAN SEMICON MFG LTD(5COMSH)
Sep 2, 2026
ftd
FTD: TSM — 29,714 shares ($12.3M) failed to deliver
Settlement: 20260902, Price: $414.00, FTD Value: $12,301,596, TAIWAN SEMICON MFG LTD(5COMSH)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$4.46$4.26–$4.7252.8%+0.1%4↑ 1↓$1455.0B9
Next Q$4.97$4.76–$5.2958.2%-0.1%5↑ 0↓$1606.5B9
Current FY$16.93$15.23–$17.8059.0%+0.2%9↑ 0↓$5443.1B13
Next FY$21.93$19.58–$24.6229.5%+0.7%9↑ 0↓$7328.9B13
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$4.461—
7d ago$4.461—
30d ago$4.458+0.003
60d ago$4.498-0.036
90d ago$4.135+0.327
Institutional ownership
Which big funds own TSM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $264.1B total value (547,536,897 shares) as of 2026-Q2. Top holders: FMR, Capital, Sanders. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
FMR LLC58,937,551$28.1B10.7%—
Capital World Investors34,372,274$16.4B6.2%—
Sanders Capital, LLC26,149,064$12.5B4.7%—
JPMORGAN CHASE & CO23,829,286$10.8B4.1%—
BlackRock, Inc.20,112,852$9.6B3.6%—
Fisher Asset Management, LLC18,866,198$9.0B3.4%—
GOLDMAN SACHS GROUP INC18,457,200$8.8B3.3%ADD +71.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,248,800$8.2B3.1%ADD +26.9%
VAN ECK ASSOCIATES CORP17,210,604$8.2B3.1%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,843,200$8.0B3.0%ADD +26.9%
Recent position changes
FundActionPrevCurrentChangeValue
GOLDMAN SACHS GROUP INCADD9,401,59416,125,333+71.5%$7.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPADD3,890,0604,935,357+26.9%$2.4B
SANDS CAPITAL MANAGEMENT, LLCTRIM5,862,6853,925,440-33.0%$1.9B
ALKEON CAPITAL MANAGEMENT LLCTRIM5,421,6683,536,218-34.8%$1.7B
Fiera Capital CorpTRIM5,210,0343,375,249-35.2%$1.6B
VIKING GLOBAL INVESTORS LPTRIM4,465,1273,168,097-29.0%$1.5B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED1,146,7082,818,252+145.8%$1.3B
Situational Awareness LPDOUBLED22,4232,649,035+11713.9%$1.3B
BNP PARIBAS FINANCIAL MARKETSADD1,550,5262,474,456+59.6%$1.2B
HSBC HOLDINGS PLCTRIM4,137,9072,130,767-48.5%$1.0B
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
30 insiders, 50 transactions. Net $121.8K — $121.8K bought, $0.00 sold.
DateInsiderTitleTypeSharesPriceValue
Sep 7, 2026Cao MinVPBUY56$76.20$4.3K
Sep 7, 2026Chang Tzonz-ShengSVPBUY53$76.20$4.0K
Sep 7, 2026Chin Yung-PeiEVP and Co-COOBUY71$76.20$5.4K
Sep 7, 2026Chen Pei-HungVPBUY46$76.20$3.5K
Sep 7, 2026Chen Chih-HoControllerBUY32$76.20$2.4K
Sep 7, 2026He JunVPBUY46$76.20$3.5K
Sep 7, 2026Chuang Tzu-SouVPBUY47$76.20$3.6K
Sep 7, 2026Chuang JuipingVPBUY50$76.20$3.8K
Sep 7, 2026Fang Shu-HuaSVP and GCBUY56$76.20$4.3K
Sep 7, 2026Hwang Yuan-KoVPBUY40$76.20$3.0K
Congressional trades
TSM trades disclosed by members of Congress, with disclosure delay.
6 members · 8 buys / 0 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 12, 2026Rick AllenRHOUSEBUY$1,001 - $15,000Taiwan Semiconductor Manufacturing Co LtdSep 23, 2026(43d)
Jul 10, 2026Cleo FieldsDHOUSEBUY$1,001 - $15,000Taiwan Semiconductor Manufacturing Co LtdJul 31, 2026(22d)
Jun 18, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000Taiwan Semiconductor Manufacturing Co LtdJul 13, 2026(26d)
May 8, 2026Rick AllenRHOUSEBUY$1,001 - $15,000Taiwan Semiconductor Manufacturing Co LtdJun 17, 2026(41d)
Apr 9, 2026Cleo FieldsDHOUSEBUY$1,001 - $15,000Taiwan Semiconductor Manufacturing Co LtdApr 21, 2026(13d)
Feb 19, 2026Richard AllenRHOUSEBUY$1,001 - $15,000Taiwan Semiconductor Manufacturing Co LtdMar 12, 2026(22d)
Feb 2, 2026Julia LetlowRHOUSEBUY$1,001 - $15,000Taiwan Semiconductor Manufacturing Co LtdMar 13, 2026(40d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Taiwan Semiconductor Manufacturing Co LtdFeb 16, 2026(18d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TSM.
Shares short
27,789,695
Settlement Sep 15, 2026
Change vs prior
-6.9%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈0.5%
Estimate — not % of float
All TSM filing & press-release reports (35)