TSM Taiwan Semiconductor Manufacturing
Company Analysis
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TSMC builds 20 new factories, still trails explosive AI chip demand
TSMC Senior Vice President Cliff Hou announced at Semicon Taiwan that the company cannot keep pace with surging AI chip demand. The manufacturer is currently...
Stifel Initiates Coverage on TSMC with 'Buy' Rating, Citing AI Demand
Stifel initiated coverage on Taiwan Semiconductor Manufacturing Company (TSM) with a "Buy" rating. The firm set a $515 price target for TSM. Stifel's analysis...
TSMC to build Kaohsiung packaging hub, meeting surging AI demand
Taiwan Semiconductor Manufacturing Co. (TSMC) is partnering with Taiwan’s Ministry of Economic Affairs and the Kaohsiung City Government to establish an...
First Eagle Nearly Doubles Stake in Taiwan Semiconductor (TSM)
First Eagle Investment Management significantly increased its position in Taiwan Semiconductor (TSM), buying approximately 3.59 million shares during the...
TSMC targets $85 billion budget, fueled by surging AI chip demand
Bank of America reiterated its Buy rating for Taiwan Semiconductor Manufacturing Co. (TSMC). Analysts project the company’s 2027 capital expenditures will...
Dan Sundheim's D1 Capital Exits Taiwan Semiconductor (TSM)
In a notable move, Dan Sundheim's D1 Capital completely sold off its stake in Taiwan Semiconductor Manufacturing, a position previously valued at over $111...
TSMC Dominates Foundry Market with 73% Share, Driven by AI Demand
The global pure-play semiconductor foundry market grew 29% year-over-year in the second quarter of 2026. Counterpoint Research attributes this expansion to a...
TSMC accelerates 1.4nm A14 production, targeting major AI efficiency gains
Taiwan Semiconductor Manufacturing Company (TSMC) is advancing its next-generation A14 process technology for future artificial intelligence applications. This...
TSMC Gains Positive Outlook, Driven by 40% Revenue Growth Forecast
Moody's Ratings upgraded Taiwan Semiconductor Manufacturing Company's (TSMC) outlook to positive from stable on August 28, 2026. The agency affirmed TSMC's Aa3...
Wedgewood Partners Trims Taiwan Semiconductor (TSM) Stake in Q2
In a recent 13F filing, David Rolfe's Wedgewood Partners reported a reduction in its stake in Taiwan Semiconductor Manufacturing (TSM) during the second...
Tiger Global Trims TSMC Stake, But Position Becomes Its Largest Holding
In a quarterly filing that reflects trades made by June 30, 2026, Chase Coleman's Tiger Global reported a 12.3% reduction in its Taiwan Semiconductor (TSM)...
Viking Global's Halvorsen Reduces TSMC Stake Amidst AI-Driven Stock Rally
In a quarterly disclosure filed on August 14, 2026, Andreas Halvorsen's Viking Global Investors revealed it had reduced its position in Taiwan Semiconductor...
Dodge & Cox Significantly Increases Stake in Taiwan Semiconductor (TSM)
In a recent 13F filing with the SEC, investment manager Dodge & Cox revealed a substantial increase in its holdings of Taiwan Semiconductor Manufacturing Co.,...
🔴 TSMC is trading 3.2% down today as chip stocks slide ahead of Nvidia earnings
TSMC is trading 3.2% down at $405.45 as semiconductor investors reduce exposure ahead of Nvidia’s August 26 earnings report. - The decline appears...
Nvidia secures TSMC capacity, CEO makes third Taiwan visit this year
Nvidia CEO Jensen Huang arrived in Taiwan on August 23. This trip marks his third visit to the country this year and occurs days before Nvidia’s earnings...
Stephen Mandel's Lone Pine drastically cuts stake in Taiwan Semiconductor (TSM)
In a notable move, Stephen Mandel's Lone Pine Capital significantly reduced its position in Taiwan Semiconductor Manufacturing (TSM), selling over 92% of its...
Cantillon Capital slashes TSM stake by 95% amid broader portfolio reduction
In a significant move, William Von Mueffling's Cantillon Capital Management drastically reduced its stake in Taiwan Semiconductor Manufacturing (TSM) by 95.4%...
Polen Capital more than doubles its stake in Taiwan Semiconductor (TSMC)
In a significant portfolio adjustment, Polen Capital Management boosted its holding in Taiwan Semiconductor Manufacturing by 187%, ending the second quarter of...
Bridgewater Associates drastically cuts new TSMC stake
In a significant reversal, Ray Dalio's Bridgewater Associates sold off 96.79% of its position in Taiwan Semiconductor Manufacturing Company (TSM) during the...
TSMC Taps Intel for AI Chip Packaging, Citing Unprecedented Demand
Taiwan Semiconductor Manufacturing Co. (TSM) is redirecting advanced packaging orders to Intel’s Malaysian facility. This move addresses unprecedented demand...