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TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD · NYSE · Semiconductors & Related Devices

What each lens says: insiders — insiders bought $0.1M and sold $0.0M in 30 days (31 buys, 0 sales) · funds — Appaloosa, Duquesne (Druckenmiller), Renaissance Technologies opened or grew · ARK Invest, Bridgewater, Citadel cut or exited

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

no reads yet — the model key is not set on the server

posts per day (height) and word-score mood (color), gated

Connected to TSM — asked of the layer, served live

congress.trades
  • references ×1 Taiwan Semiconductor Manufacturing Company Ltd. (sale_partial, 2025-01-28)
research.hypotheses
  • discusses ×1 hyp:basket:02aba524a033:20260907
  • discusses ×1 hyp:basket:06f0c2675ba4:20260907
  • discusses ×1 hyp:basket:0f0a7bfb57e6:20260907
  • discusses ×1 hyp:basket:1186c0f803c4:20260907
  • discusses ×1 hyp:basket:2ec7f5682e36:20260907
  • discusses ×1 hyp:basket:419b960f3573:20260907
  • discusses ×1 hyp:basket:4d608556a82c:20260907
  • discusses ×1 hyp:basket:4ee80fc906b1:20260907
  • discusses ×1 hyp:basket:63f5eb3d2498:20260907
  • discusses ×1 hyp:basket:774e6fed669c:20260907
  • discusses ×1 hyp:basket:7a5625026fab:20260907
  • discusses ×1 hyp:basket:817e7a065552:20260907
social.posts

open the relational graph ↗

History of TSM — the layer's log: every relationship that appeared, strengthened or faded

  • 2026-09-30 14:01 strengthened discusses reddit:t3_1v5huol social.posts · ×2
  • 2026-09-30 12:03 strengthened references reddit:t3_1uyqq4b social.posts · ×4
  • 2026-09-30 11:46 strengthened references ptr:20033762:81 congress.trades · ×2
  • 2026-09-29 10:31 strengthened references 13f:0001040273-26-000003:874039100 funds.holdings · ×2
  • 2026-09-29 10:31 strengthened references 13f:0001040273-26-000002:874039100 funds.holdings · ×2
  • 2026-09-28 01:54 strengthened references 13f:0001104659-26-059240:874039100 funds.holdings · ×2
  • 2026-09-27 19:03 strengthened references 13f:0001104659-26-062477:874039100 funds.holdings · ×2
  • 2026-09-27 17:18 strengthened references 13f:0001104659-26-062472:874039100 funds.holdings · ×2
  • 2026-09-26 20:31 strengthened references 13f:0001536411-26-000004:874039100 funds.holdings · ×2
  • 2026-09-26 14:06 strengthened references 13f:0000919574-26-003501:874039100 funds.holdings · ×8
  • 2026-09-25 20:01 strengthened references 13f:0001103804-26-000004:874039100 funds.holdings · ×2
  • 2026-09-25 18:31 strengthened references reddit:t3_1uyqq4b social.posts · ×2
  • 2026-09-23 18:02 strengthened references news:9a7c2cfbcd775c64 news.articles · ×16
  • 2026-09-23 18:02 strengthened references news:3d4efe61ccf00e65 news.articles · ×16
  • 2026-09-23 18:02 strengthened references news:37afc90576198c2a news.articles · ×2
  • 2026-09-23 18:02 strengthened references news:34c7dc00249f20d5 news.articles · ×8
  • 2026-09-23 18:02 appeared references news:eb955b559b2a289f news.articles · crossed the bar · ×1
  • 2026-09-23 18:02 strengthened references news:286bb3e1bd9c8042 news.articles · ×2
  • 2026-09-23 18:02 appeared references news:d00915c09f489caf news.articles · crossed the bar · ×1
  • 2026-09-23 18:02 appeared references news:7336da3b56e8a4ad news.articles · crossed the bar · ×1
  • 2026-09-23 18:02 strengthened references news:3b2670cc55d6d532 news.articles · ×4
  • 2026-09-23 18:02 appeared references news:8e8ee837c028e757 news.articles · crossed the bar · ×1
  • 2026-09-23 18:02 appeared references news:dd1d87c34c058800 news.articles · crossed the bar · ×1

The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post⬆flairword score
r/stocks Will there be a "TSMC" of robotics?155bullish
r/wallstreetbets WSB History: Meet the Legend, part 2 Electric Boogaloo155Memebullish
r/stocks Avoid chasing new AI chip stocks and accumulate TSM?59neutral
r/wallstreetbets Frequency AI Ratio Tracker (FART) stategy260Memeneutral
r/wallstreetbets Micron Rally?160Discussionbullish
r/stocks TSMC Quarterly Revenue US $40.2 billion (up 36% YoY)330Earnings beat!bullish
r/stocks SK Hynix - Why such a wide gap in price between Korean Ticker vs ADR?113neutral

The comments — loudest in 30 days, over 10 upvotes

“I don't speak $TSM ”
22 ⬆ · u/weihnachtsbrief · r/wallstreetbets · on $AAPL puts it is
“I full ported TSM a while ago and have no intention of selling”
14 ⬆ · u/ap1618 · r/stocks · on Avoid chasing new AI chip stocks and accumulate TSM?

News

seenheadlinesource
2026-09-23T12:35Taiwan Stocks Hit Record High on Thin Volume; Institutional Investors Warn of Overconcentration in TSMC, Caution Against Volatility Ahead of Mid-Autumn Holidayfinance.biggo.com
2026-09-23T10:05Taiwan Stocks Could Reach 53,000 Points in Q4: Capital Investment Advisory Sees Tug-of-War Between AI Revolution and Inflation Risksfinance.biggo.com
2026-09-23T05:40TSM stock heads into the open after a 0.4 percent gainAD HOC NEWS
2026-09-23T02:25TSMC Reclaims NT$2,500 as Taiwan Stock Market Surges Over 500 Points in Early Trading, Retesting 48,000 Levelfinance.biggo.com
2026-09-22T01:55Taiwan Stocks Surge Over 880 Points in Early Trading; Index and TSMC Both Hit Record Highsfinance.biggo.com
2026-09-21T21:41TSM stock ends the day 3.52 percent lower at the closead-hoc-news.de
2026-09-21T11:36What's Going On With Taiwan Semiconductor Stock Monday?TradingView
2026-09-21T11:36What's Going On With Taiwan Semiconductor Stock Monday?TradingView
2026-09-20T23:59TSMC (TSM) Stock Forecast: June Revenue Up 68%, Q2 Earnings Tomorrow; Is $438 the Next Stop?TradingKey
2026-09-20T14:55Intel vs. TSM: Which Semiconductor Stock Looks Like the Better Investment?TradingKey
2026-09-20T11:55Taiwan Semiconductor Manufacturing stock gains as AI demand lifts margins and guidanceAD HOC NEWS
2026-09-18T12:07What If the AI Boom Cracks? S&P Says Taiwan Semiconductor Is Built to Withstand the ShockBenzinga
2026-09-17T21:56Taiwan Semiconductor Manufacturing Co Ltd (TSM) Shares Surge 3.0% -- What GF Score of 98 Tells InvestorsGuruFocus
2026-09-17T20:15Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Closed Up by 3.00% on Sep 17: A Full AnalysisTradingKey
2026-09-17T07:41Taiwan Semiconductor Manufacturing Co Ltd ADR Cert Deposito Arg Repr 0.111111111 ADRsTradingView
2026-09-16T12:49Taiwan Semiconductor Manufacturing Co., Ltd. | 2330.TW Stock Price & Real-time Quotesfinance.biggo.com
2026-09-16T11:13What's Going On With Taiwan Semiconductor Stock Wednesday? - Taiwan Semiconductor (NYSE:TSM)Benzinga
2026-09-16T01:35MediaTek Leads Rally as Taiwan Stocks Surge Over 200 Points in Early Trading, Eyeing 46,000 Markfinance.biggo.com
2026-09-15T15:09Taiwan Semiconductor stock stabilizes after 4% drop, trades above 20-day SMAscanx.trade
2026-09-15T07:00Taiwan Semiconductor Manufacturing Co Ltd Technical AnalysisTradingKey

Who holds it — the big funds' 13F reports, each manager's newest quarter

managerpositionsharesmove vs prior quarteras of
Tiger Global$2,331M4,881,008decreased2026-06-30
Viking Global$1,512M3,168,097decreased2026-06-30
Appaloosa$787M1,650,000increased2026-06-30
Point72$765M1,603,897decreased2026-06-30
Millennium$760M1,592,445decreased2026-06-30
Renaissance Technologies$405M849,080increased2026-06-30
D. E. Shaw$369M773,051decreased2026-06-30
Soros Fund$249M522,158held2026-06-30
ARK Invest$230M482,286decreased2026-06-30
Third Point$219M460,000increased2026-06-30
Coatue$94M197,925decreased2026-06-30
Lone Pine$48M101,242decreased2026-06-30
Duquesne (Druckenmiller)$0M589,680increased2026-06-30
Bridgewater$0M0exited2026-06-30
Citadel$0M0exited2026-06-30

Insider trades — Form 4 open-market buys and sales

tradedfiledwhosidesharespricevalue
2026-09-072026-09-09Lin Shyue-Shyh VPbuy44$76.20$3,353
2026-09-072026-09-09Lee Chun-Hsien SVPbuy52$76.20$3,962
2026-09-072026-09-09Lu Lee-Chung VPbuy51$76.20$3,886
2026-09-072026-09-09Jang Syun-Ming VPbuy49$76.20$3,734
2026-09-072026-09-09Hwang Yuan-Ko VPbuy40$76.20$3,048
2026-09-072026-09-09Hsu Kuo-Chin VPbuy55$76.20$4,191
2026-09-072026-09-09Huang Jen-Chau SVP and CFObuy30$76.20$2,286
2026-09-072026-09-09Ku Yao-Ching VPbuy47$76.20$3,581
2026-09-072026-09-09Hou Yung-Chin SVP and Deputy Co-COObuy61$76.20$4,648
2026-09-072026-09-09Chuang Juiping VPbuy50$76.20$3,810
2026-09-072026-09-09Fang Shu-Hua SVP and GCbuy56$76.20$4,267
2026-09-072026-09-09He Jun VPbuy46$76.20$3,505
2026-09-072026-09-09Chuang Tzu-Sou VPbuy47$76.20$3,581
2026-09-072026-09-09Chen Chih-Ho Controllerbuy32$76.20$2,438
2026-09-072026-09-09Cao Min VPbuy56$76.20$4,267
2026-09-072026-09-09Chin Yung-Pei EVP and Co-COObuy71$76.20$5,410
2026-09-072026-09-09Chen Pei-Hung VPbuy46$76.20$3,505
2026-09-072026-09-09Chang Tzonz-Sheng SVPbuy53$76.20$4,039
2026-09-072026-09-09Wu Yi-Huang VPbuy40$76.20$3,048
2026-09-072026-09-09Yoo Chue-San VPbuy53$76.20$4,039
2026-09-072026-09-09Yeap Choh Fei SVPbuy54$76.20$4,115
2026-09-072026-09-09Zhang Kevin Xiaoqiang SVP and Deputy Co-COObuy61$76.20$4,648
2026-09-072026-09-09Yuan Lipen VPbuy41$76.20$3,124
2026-09-072026-09-09Mii Yuh-Jier EVP and Co-COObuy71$76.20$5,410
2026-09-072026-09-09Wu Shien-Yang SVPbuy57$76.20$4,343
2026-09-072026-09-09Wei Che-Chia Chairman and CEObuy149$76.20$11,354
2026-09-072026-09-09Tien Bor-Zen VPbuy43$76.20$3,277
2026-09-072026-09-09Tien Bor-Zen VPbuy5$76.20$381
2026-09-072026-09-09Wang Ying-Lang SVPbuy54$76.20$4,115
2026-09-072026-09-09Lu Chin-Sheng VPbuy38$76.20$2,896

Congressional trades — House periodic transaction reports

tradedfiledmembertypeowneramount
2025-12-242026-01-09Hon. Gilbert Cisneros CA31sale_partialself$1,001 – $15,000
2025-11-182025-12-12Hon. Gilbert Cisneros CA31purchaseself$1,001 – $15,000
2025-09-232025-09-23Hon. Valerie Hoyle OR04saleSP$1,001 – $15,000
2025-05-062025-09-11Hon. Valerie Hoyle OR04purchaseSP$1,001 – $15,000
2025-03-042025-04-04Hon. Josh Gottheimer NJ05sale_partialJT$1,001 – $15,000
2025-03-032025-03-03Hon. Rob Bresnahan PA08saleself$1,001 – $15,000
2025-01-282025-02-06Hon. Josh Gottheimer NJ05sale_partialJT$1,001 – $15,000
2024-10-292025-09-11Hon. Valerie Hoyle OR04purchaseSP$1,001 – $15,000