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Why is TSMC stock moving today?

Unified context for TSM: no scattered tabs, no headline hopping.

TSMReport generated · Jun 24, 4:00 PM ETLive price updated · Jun 25, 2:47 AM ETNext sync · Jun 25, 10:30 AM ET

Current price

$440.83

Analyzed price

$440.33

Move when last analyzed

+0.90%

Today vs prev close

+0.90%

Today’s likely driver summary

TSMC's stock rose 0.9% driven by positive analyst sentiment, including a recent price target increase to $590 by Bank of America Securities. The semiconductor sector's strength was supported by a broader chip rally, partly fueled by AI-related product developments. Additionally, insider buying activity was noted, which can be a positive signal. However, the stock is still below its 52-week high, and macroeconomic factors like rising US Treasury yields and inflation could temper enthusiasm. Overall, the catalysts from analyst upgrades, product momentum, and earnings optimism outweighed potential headwinds today.

Narrative shifted versus the previous refresh as new evidence entered the signal set.

Key reasons

  • 1.Bank of America Securities maintained rating and raised TSMC's price target to $590, boosting investor confidence.
  • 2.Chip sector rally driven by AI product developments lifted TSMC shares.
  • 3.Recent insider buying indicates confidence from company insiders.
  • 4.Earnings growth and strong profit margins support positive outlook.
  • 5.Rising US Treasury yields and inflation present macroeconomic headwinds that could limit upside.

Reason history timeline

Scroll recent refreshes for TSM.

Report generated · Jun 24, 4:00 PM ET

6/24/2026, 8:01:11 PM

TSMC's stock rose 0.9% driven by positive analyst sentiment, including a recent price target increase to $590 by Bank of America Securities. The semiconductor sector's strength was supported by a broader chip rally, partly fueled by AI-related product developments. Additionally, insider buying activity was noted, which can be a positive signal. However, the stock is still below its 52-week high, and macroeconomic factors like rising US Treasury yields and inflation could temper enthusiasm. Overall, the catalysts from analyst upgrades, product momentum, and earnings optimism outweighed potential headwinds today.

Report generated · Jun 24, 10:30 AM ET

6/24/2026, 2:32:05 PM

TSM's stock rose by 0.74% today, supported by strong sector momentum as chip stocks rallied following Micron's gains. Positive catalysts include product-related news highlighting advancements and demand in semiconductor technology, as well as earnings growth prospects tied to AI expansion. Additionally, insider buying activity was reported, signaling confidence from company leadership. However, trading volume was below average, which may temper the strength of the move. Overall, the stock's upward movement reflects optimism about TSM's growth trajectory amid favorable industry trends.

Report generated · Jun 23, 4:00 PM ET

6/23/2026, 8:01:14 PM

TSMC's stock declined by 6.59% today despite strong insider buying and positive analyst sentiment. The drop appears linked to a broader sell-off in chip stocks, as highlighted by multiple reports emphasizing sector-wide weakness. While TSMC remains central to AI chip growth and shows strong revenue and earnings growth, recent insider purchases and a strong buy analyst consensus suggest underlying confidence. However, the negative market momentum and profit-taking from record highs likely pressured the stock. Macro factors were relatively stable, offering little explanation for the decline, indicating the move is more sector-driven than company-specific.

Report generated · Jun 23, 10:30 AM ET

6/23/2026, 2:32:29 PM

TSM's stock declined by 5.42% today, primarily driven by a broad sell-off in chip stocks from record highs, reflecting sector-wide pressure. Despite a recent analyst upgrade raising the price target to $575, the stock faced downward momentum possibly due to concerns about overvaluation after a strong run. Trading volume was below average, indicating less conviction behind the move. Additionally, an insider purchase was reported, which may signal confidence in the company's fundamentals but has not yet offset negative market sentiment. Overall, the decline appears linked to sector dynamics rather than company-specific negative news.

Report generated · Jun 22, 4:00 PM ET

6/22/2026, 8:01:16 PM

TSM's stock rose 1.22% today, reaching a new high driven by strong analyst upgrades and positive product-related news. Susquehanna raised its price target to $575, contributing to bullish sentiment alongside reports highlighting TSMC's leadership in the AI chip market. Multiple billionaire investors showing confidence in the stock further supported the rally. However, some caution is warranted as one analysis flagged the stock as potentially overvalued after its recent strong run. Overall, the move reflects optimism about TSM's growth prospects amid solid revenue and earnings growth signals, tempered by valuation concerns.

Report generated · Jun 22, 10:30 AM ET

6/22/2026, 2:32:04 PM

Taiwan Semiconductor (TSM) stock rose 1.06% today, supported by strong earnings and robust demand for AI chips and advanced processors. The company reported $35.9 billion in revenue, exceeding estimates, which underpinned positive investor sentiment. However, some concerns remain as production of 28nm wafers decreased amid capacity adjustments, and the CEO indicated that the AI chip shortage is unlikely to end soon, suggesting ongoing supply constraints. Despite these counter-signals, the overall analyst consensus remains strongly positive with a strong buy rating and a target price near current levels. Macro factors such as rising inflation and higher Treasury yields have not significantly dampened the stock's momentum today.

Report generated · Jun 18, 4:00 PM ET

6/18/2026, 8:01:11 PM

TSM's stock surged 7.16% driven primarily by strong demand for AI-related products and solid May sales momentum, which reinforced positive investor sentiment. Additionally, recognition of TSM's contribution to Giverny Capital Asset Management's Q1 performance highlighted the company's earnings strength. The semiconductor sector's favorable growth signals, including robust revenue and earnings growth, further supported the rally. However, some counterpoints include the recent rise of SpaceX surpassing TSM in market value, which may shift investor focus, and cautious commentary on AI stock dips from related industry leaders. Overall, the catalysts from product demand and earnings news outweighed these counter-signals, fueling the significant price appreciation.

Report generated · Jun 18, 10:30 AM ET

6/18/2026, 2:32:02 PM

Taiwan Semiconductor (TSM) shares rose 4.06% today, reaching a new 52-week high, driven primarily by strong earnings-related news highlighting its positive impact on Giverny Capital Asset Management's Q1 performance. The semiconductor sector's growth signals, including robust revenue and earnings growth alongside high profit margins, support the bullish sentiment. Analyst consensus remains strongly positive with a strong buy recommendation and a target price above current levels. However, trading volume was below average, which may suggest some caution or limited participation despite the price surge. Additionally, a slight decline in US Treasury yields and a modest rise in CPI inflation provide a mixed macroeconomic backdrop that could influence investor sentiment going forward.

Report generated · Jun 17, 4:00 PM ET

6/17/2026, 8:01:17 PM

Taiwan Semiconductor Manufacturing Co. (TSM) shares rose 1.86% driven by positive product innovation news and favorable analyst sentiment. The market reacted to reports highlighting TSMC's upcoming A22 Pro chipset expected by 2028, signaling strong future growth potential. Additionally, a recent insider purchase by Yuan Lipen may have reinforced investor confidence. Despite the strong buy consensus and upward price targets, the stock's volume was below average, suggesting some caution among traders. Macro conditions showed slight easing in Treasury yields, which could support tech stocks like TSM.

Report generated · Jun 17, 10:30 AM ET

6/17/2026, 2:31:17 PM

Taiwan Semiconductor (TSM) shares rose 2.58% driven by positive product innovation news and insider buying. The company is advancing its A22 Pro chipset, expected by 2028, signaling strong future growth potential. Additionally, a top executive's recent stock purchase reinforces confidence in the company's prospects. Despite a lower-than-average trading volume, analyst sentiment remains strongly positive with a consensus 'strong buy' rating and a target price above current levels. Macro conditions are relatively stable, with slight declines in Treasury yields and a modest rise in inflation, providing a supportive backdrop for tech stocks.

Report generated · Jun 16, 4:00 PM ET

6/16/2026, 8:01:08 PM

Taiwan Semiconductor Manufacturing Company Limited (TSM) shares declined 3.51% today despite a strong analyst consensus rating it as a 'strong buy' with a mean target price above current levels. The stock drop occurred amid a recent insider purchase by Yuan Lipen, which typically signals confidence, and a 25% capex budget increase that had previously boosted market sentiment. However, rising US Treasury yields and inflation data may have pressured the stock, reflecting broader macroeconomic concerns. The mixed signals from strong fundamentals and insider buying contrasted with negative market forces likely contributed to the pullback in TSM's share price.

Report generated · Jun 16, 10:30 AM ET

6/16/2026, 2:31:20 PM

TSM's stock declined by 2.09% today despite recent positive developments and strong analyst recommendations. The CEO's expressed concerns about water and talent shortages likely weighed on investor sentiment, highlighting operational risks. Although insider buying was reported, which typically signals confidence, it was not sufficient to offset broader worries. Additionally, macroeconomic factors such as rising US Treasury yields and inflation may have contributed to downward pressure on the stock. Overall, the negative operational outlook and macro headwinds appear to have dominated today's trading.

Report generated · Jun 15, 4:00 PM ET

6/15/2026, 8:01:15 PM

Taiwan Semiconductor Manufacturing Company (TSM) shares rose nearly 4% driven by strong Q1 earnings that exceeded estimates, fueled by robust demand for AI chips and advanced processors. Positive product-related news, including expansion plans and improved advanced packaging capacity, further supported investor enthusiasm. The broader macro environment showed a slight easing in US Treasury yields, which can be favorable for growth stocks like TSM. However, some caution remains as overall market futures declined ahead of CPI data and other earnings reports, indicating potential volatility. Additionally, while the stock is near its 52-week high, the wide analyst target range suggests some uncertainty about future upside.

Report generated · Jun 15, 10:30 AM ET

6/15/2026, 2:32:30 PM

Taiwan Semiconductor Manufacturing Co Ltd (TSM) stock rose 3.35% today, driven primarily by strong Q1 earnings that exceeded estimates, fueled by robust demand for AI chips and advanced processors. Positive analyst sentiment remains consistent with a strong buy recommendation and a target price above current levels. Additionally, a favorable macroeconomic backdrop, including a decline in US 10-year Treasury yields, supported investor confidence. However, trading volume was below average, which may suggest some caution or profit-taking. Overall, the stock's move reflects solid fundamental catalysts amid a generally supportive market environment.

Report generated · Jun 12, 4:00 PM ET

6/12/2026, 8:01:00 PM

Taiwan Semiconductor (TSM) saw a modest price increase of 0.65% driven by strong demand for AI chips that is outpacing supply, as well as a notable collaboration with Google on advanced TPU production. Positive insider sentiment highlighted by a recent endorsement from Harvard University's favored AI stock pick adds further confidence. Additionally, Nvidia's CEO described AI as highly profitable for TSMC, reinforcing growth prospects. However, trading volume was below average, which may suggest some caution or consolidation among investors. Overall, the catalysts point to a bullish outlook supported by product innovation and industry endorsements.

Report generated · Jun 12, 10:30 AM ET

6/12/2026, 2:32:12 PM

Taiwan Semiconductor (TSM) saw a modest price increase of 0.81% driven by positive catalysts including insider endorsements and a new product collaboration with Google on advanced TPU production. The stock benefits from strong analyst sentiment with a consensus 'strong buy' rating and robust growth metrics in revenue and earnings. Nvidia's CEO also highlighted AI as a highly profitable area for TSM, reinforcing optimism around its AI-related business. However, trading volume remains below average, which may temper the strength of the move. Overall, the combination of insider support, strategic partnerships, and favorable analyst views underpins the bullish tone despite some volume caution.

Report generated · Jun 11, 4:00 PM ET

6/11/2026, 8:01:06 PM

TSMC's stock rose 2.75% driven primarily by strong product-related catalysts, including the company's decision to raise prices amid robust AI demand and ongoing shortages in advanced 3nm process chips. The CEO's comments confirming that AI chip demand remains years ahead of supply further support a positive outlook. Additionally, optimistic guidance and solid earnings growth prospects contribute to investor confidence. However, some caution is warranted as the stock's volume was below average and macroeconomic factors like a slight rise in CPI inflation and a small drop in US Treasury yields present mixed signals.

Report generated · Jun 11, 10:30 AM ET

6/11/2026, 2:32:22 PM

TSMC's stock rose 2.06% driven by strong positive catalysts including CEO commentary highlighting that AI chip demand is significantly outpacing supply, suggesting robust future growth. Additionally, recent guidance has been optimistic, reinforcing investor confidence in the company's outlook. Insider activity and product-related news further support the bullish sentiment. However, the stock's volume remains below average, and some premarket weakness was noted due to concerns about the ongoing AI chip shortage, indicating some caution among traders.

Report generated · Jun 10, 4:00 PM ET

6/10/2026, 8:01:12 PM

TSMC's stock declined by approximately 4.5% today despite strong sales driven by AI demand, reflecting a complex market reaction. Positive catalysts include robust revenue growth and insider buying activity reported in recent SEC filings, signaling confidence from company executives. However, bearish pressure likely stems from cautious commentary by Nvidia's CEO, which may have tempered investor enthusiasm. The stock's decline occurred amid a stable macroeconomic backdrop with slight changes in Treasury yields and inflation. Overall, while fundamental growth remains strong, near-term sentiment appears cautious due to mixed signals from key industry players.

Report generated · Jun 10, 10:30 AM ET

6/10/2026, 2:32:27 PM

TSM's stock declined by about 1% today despite strong analyst recommendations and a positive growth outlook. Recent insider buying reported in multiple Form 4 filings suggests confidence from company executives, which is a bullish signal. However, the stock faced selling pressure from some institutional investors, as indicated by recent share sales from Motley Fool Asset Management. Additionally, macroeconomic factors such as a slight rise in CPI inflation and mixed Treasury yield movements may have contributed to cautious investor sentiment. Overall, the stock's pullback appears to be a short-term reaction amid mixed signals rather than a fundamental shift in outlook.

Report generated · Jun 9, 4:00 PM ET

6/9/2026, 8:01:06 PM

TSM's stock showed a modest gain of 0.3% despite mixed signals from recent developments. Positive catalysts include strong revenue growth and analyst consensus rating it a strong buy with a target price above current levels. However, concerns about ongoing AI chip shortages and Taiwan's proposed stricter export controls to China have tempered enthusiasm. Insider buying activity by multiple executives suggests confidence in the company's prospects. Overall, the stock's movement reflects a balance between robust fundamentals and geopolitical/product supply challenges.

Report generated · Jun 9, 10:30 AM ET

6/9/2026, 2:32:34 PM

TSMC's stock rose modestly by 0.69% amid strong positive catalysts including robust earnings and guidance reporting $35.9 billion in revenue, indicating demand continues to outpace supply. Multiple insider purchases by senior executives, including the SVP and Deputy Co-COO, further signal confidence in the company's prospects. The semiconductor sector's growth signals, such as significant revenue and earnings growth with high profit margins, support the positive outlook. However, the stock's volume remains below average, suggesting some caution or limited conviction among broader investors. Additionally, macroeconomic factors like rising US Treasury yields and inflation could temper enthusiasm, but the overall momentum remains positive given the strong analyst recommendations and target prices.

Report generated · Jun 8, 4:00 PM ET

6/8/2026, 8:00:59 PM

TSMC's stock rose 2.77% today, supported by positive sentiment from the company's showcase of manufacturing excellence at a recent technology symposium, which highlights its industry leadership. However, there is a counterpoint as TSM's struggles have seemingly benefited Intel's position in chip manufacturing, indicating competitive pressures. The broader tech sector rally and stable macroeconomic indicators, such as slight declines in US Treasury yields, may have also contributed to the stock's upward movement. Despite the gains, the stock remains below its 52-week high, and analyst recommendations have been consistently strong but not unanimously bullish, suggesting cautious optimism among investors.

Report generated · Jun 8, 10:30 AM ET

6/8/2026, 2:31:37 PM

Taiwan Semiconductor Manufacturing Company (TSM) shares rose 3.26% today, supported by notable institutional buying activity from multiple asset managers including Trust Co of Kansas and Omnitrust Wealth Management. The stock remains favored in the technology sector with a strong buy consensus and robust growth metrics such as 35.1% revenue growth and 58.4% earnings growth. However, the absence of a clear, direct catalyst in recent headlines and mixed signals from some position reductions by Locust Wood Capital Advisers introduce some caution. Additionally, a modest decline in US Treasury yields may have provided a supportive macroeconomic backdrop. Overall, the price move appears driven primarily by positive investor sentiment and institutional interest rather than a specific news event.

Report generated · Jun 5, 4:00 PM ET

6/5/2026, 8:01:04 PM

TSMC's stock declined by 6.56% today, primarily driven by a negative market reaction to recent earnings-related news. Despite strong growth signals in revenue and earnings, the sharp drop suggests investor concerns possibly linked to a 'DeepSeek Shock' mentioned in recent analysis. However, analyst consensus remains bullish with a strong buy recommendation and a target price well above the current level, indicating confidence in the company's long-term prospects. Macro factors such as a slight rise in US Treasury yields and inflation may have also contributed to the downward pressure. The mixed signals between strong fundamentals and immediate market reaction highlight some short-term uncertainty.

Report generated · Jun 5, 10:30 AM ET

6/5/2026, 2:31:44 PM

Taiwan Semiconductor (TSM) shares declined 3.42% today despite strong CEO commentary highlighting robust and ongoing AI-driven demand. The CEO emphasized no signs of slowing demand, supported by bullish analyst endorsements for the chip sector. However, the stock faced downward pressure possibly due to a notable institutional selling by Westfield Capital Management and broader market factors such as rising US Treasury yields. Trading volume was below average, suggesting less conviction behind the move. Overall, while long-term growth prospects remain positive, near-term price action reflects mixed signals from investor activity and macroeconomic headwinds.

Report generated · Jun 4, 4:00 PM ET

6/4/2026, 8:00:59 PM

TSMC's stock rose 1.86% driven primarily by strong product-related catalysts highlighting robust AI chip demand that is outpacing supply, as well as ongoing chip supply constraints. The company's confidence in AI semiconductor demand remains high despite cost concerns, supporting positive investor sentiment. Additionally, an insider recommendation from Goldman Sachs listing TSMC among top tech stocks to buy added to the bullish momentum. However, the stock's volume was below average, and the macro environment showed minimal changes, suggesting cautious optimism. Overall, the positive product outlook and insider endorsement outweighed neutral macro signals, leading to the stock's upward move.

Report generated · Jun 4, 10:30 AM ET

6/4/2026, 2:31:31 PM

TSMC's stock showed a modest gain of 0.33% amid mixed signals from recent news. The company highlighted strong demand for AI chips, with the CEO warning that supply constraints are likely to persist, which supports a bullish outlook on growth potential. However, concerns about ongoing chip shortages and cost pressures introduce caution, tempering investor enthusiasm. Additionally, a notable institutional investor increased their position, signaling confidence. Overall, the stock's movement reflects balanced investor sentiment between growth optimism and supply challenges.

Report generated · Jun 3, 4:00 PM ET

6/3/2026, 8:00:50 PM

TSM shares declined about 2% today despite ongoing bullish analyst sentiment and strong long-term growth signals. The drop occurred amid broad market influences rather than company-specific news, as no direct catalysts emerged in the last 24 hours. Notably, some institutional investors reduced positions, which may have contributed to the downward pressure. Macro factors such as rising US Treasury yields and inflation could also be weighing on the stock. However, analysts remain optimistic about TSM's leadership in AI compute supply chains and advanced semiconductor nodes, supporting a strong buy consensus and a target price above current levels.

Report generated · Jun 3, 10:30 AM ET

6/3/2026, 2:31:51 PM

TSM's stock declined by 1.36% today despite strong long-term growth trends and bullish analyst sentiment. Insider activity was noted as a positive catalyst, but offsetting this, a notable institutional investor reduced their position, which may have contributed to downward pressure. The stock is trading near its 52-week high, which could be causing some profit-taking. Additionally, macroeconomic factors such as rising US Treasury yields and inflation may be weighing on investor sentiment. Overall, the mixed signals from insider buying and institutional selling, combined with broader market conditions, explain the modest pullback in TSM's share price today.

Price timeline

TSM Performance

Congressional disclosure activity

Recently filed public House PTR disclosures involving TSM. These filings are delayed, reported in ranges, and shown for market context only.

Sale disclosedStock

Gilbert Cisneros

Taiwan Semiconductor Manufacturing Company Ltd.

Filed Jan 12, 2026 · Traded Dec 24, 2025 · CA31

$1,001 - $15,000

Confidence 100%

Insider Activity

Form 4

Monitoring transactions by company insiders

View all filings

Form 4 filings

2

Latest 4-week window

Total transactions

2

In latest filing set

Net shares

+1,000

Change in ownership

Estimated sale value

From open-market sales

Buys 1Sells 0Mixed 0

Latest filing

2026-06-24
  • CS

    Chuang Tzu-Sou

    2026-06-24

    Action

    Unknown

    Transactions

    1 transaction

    Net shares

    B: · S: · Ex:

    Amount

    Estimated sale value

  • YL

    Yuan Lipen

    2026-06-22

    Action

    Buy

    Transactions

    1 transaction

    Net shares

    +1,000

    B: +1,000 · S: · Ex:

    Amount

    Estimated sale value

Options positioning

Near-term options activity around the move.

Underlying $440.83Updated 6/25/2026, 6:47:59 AM

Put / call open interest

P 0·C 0

ATM implied volatility

0.4%

Call 0.0%·Put 0.8%

Nearest expiry

Jun 26, 2026

103 calls·106 puts

Volume mix

42.3%57.7%

Call volume 11,854

Put volume 16,190

Near-the-money activity

Ranked by fresh volume closest to the current price.

  • call

    TSM260626C00450000

    Strike $450.00 · Exp Jun 26, 2026

    Last

    $4.25

    Vol/OI

    new / thin

    Volume

    2,163

    OI

    0

    IV

    6.3%

  • put

    TSM260626P00425000

    Strike $425.00 · Exp Jun 26, 2026

    Last

    $3.36

    Vol/OI

    new / thin

    Volume

    1,867

    OI

    0

    IV

    12.5%

  • put

    TSM260626P00420000

    Strike $420.00 · Exp Jun 26, 2026

    Last

    $2.00

    Vol/OI

    new / thin

    Volume

    917

    OI

    0

    IV

    12.5%

  • call

    TSM260626C00460000

    Strike $460.00 · Exp Jun 26, 2026

    Last

    $1.80

    Vol/OI

    new / thin

    Volume

    625

    OI

    0

    IV

    12.5%

  • call

    TSM260626C00440000

    Strike $440.00 · Exp Jun 26, 2026

    Last

    $8.50

    Vol/OI

    new / thin

    Volume

    614

    OI

    0

    IV

    0.0%

  • put

    TSM260626P00430000

    Strike $430.00 · Exp Jun 26, 2026

    Last

    $4.25

    Vol/OI

    new / thin

    Volume

    484

    OI

    0

    IV

    6.3%

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