News Sentiment

TSM sentiment intelligence

Taiwan Semiconductor Manufacturing news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Chart Weekly report Factors Options RSS feed
Weighted score 57 Balanced news tone 61 relevant articles
Exchange NYSE United States
Sector Technology Market context
Industry Semiconductors Read-through group
Latest close 404.25 Week of 31 Jul 2026
Weighted tone 57/100

Balanced news tone

Market reaction Balanced read

News tone and price action are not far from neutral.

Primary event Market update

75/100 classification confidence.

Company focus 54

directly relevant articles

Source quality 2

high-authority source matches

Trend context Trend active

+0.2% over one week, -6.9% over four weeks, trend active, and materially above fair value.

Latest direct headline Negative

Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Rating Lowered by Wall Street Zen

Market Reaction

Balanced read

55/100 confidence

News tone and price action are not far from neutral.

Primary event Market update 75/100 classification
One-week reaction 0.2% Price digesting
Trend fit Trend active -6.9% over four weeks
Fair value 87.8% Materially above fair value

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 25
Neutral 34
Negative 2

Relevance

Why the article matched

Direct first
Direct company coverage 54
Industry context 7
Sector context 0

Sources

Coverage mix

Publishers
MarketBeat 17
Market source 14
simplywall.st 3
Benzinga 3
Quiver Quantitative 2
Simply Wall St 2
TradingView 2
Motley Fool 1

Event Lens

What the news is about

Classified themes
Market update 25
Earnings 20
Analyst action 5
Macro sensitivity 4
Deals and strategy 3
Balance sheet 2
Guidance 1
Regulatory and legal 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-30 of 61
MarketBeat Direct company coverage

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by 55 North Private Wealth LLC

55 North Private Wealth LLC significantly increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) during the second quarter, nearly doubling its stake to 3,537 shares valued at $1.69 million. This move comes amid positive analyst sentiment, with TSM holdin

Tone
Positive 77/100
Event
Earnings
Published
07 Aug 2026 08:10
Source
MarketBeat
MarketBeat Direct company coverage

Avior Wealth Management LLC Trims Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Avior Wealth Management LLC reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 67.1% in the second quarter. Despite this, institutional ownership in TSM remains significant at 16.51%, with many other funds increasing positions. Analyst sentiment for TSM

Tone
Positive 66/100
Event
Earnings
Published
07 Aug 2026 08:10
Source
MarketBeat
Simply Wall Street Direct company coverage

Taiwan Semiconductor Manufacturing (TSM) Stock Looks Fully Priced After Its 356% Run

Taiwan Semiconductor Manufacturing (TSM) has seen a 356% return over three years, but its current valuation suggests it's fairly priced. While a Discounted Cash Flow (DCF) model indicates it's roughly fair value, its P/E ratio suggests it might be undervalued compared to the semi

Tone
Neutral 50/100
Event
Balance sheet
Published
05 Aug 2026 19:16
Source
Simply Wall Street
Quiver Quantitative Direct company coverage

Fund Update: 304,891 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to Allen Investment Management, LLC portfolio

Allen Investment Management, LLC has increased its holdings in Taiwan Semiconductor Manufacturing (TSM) by adding 304,891 shares to its portfolio, as per a recent SEC 13F filing for the Q2 2026 reporting period. The article also details recent hedge fund activity, showing both in

Tone
Positive 62/100
Event
Market update
Published
05 Aug 2026 18:11
Source
Quiver Quantitative
MarketBeat Direct company coverage

Eastern Bank Has $2.82 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Eastern Bank significantly increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) by 51.3% in the second quarter, bringing its total holdings to approximately $2.82 million. Institutional investors collectively own 16.51% of TSMC, and the company recently r

Tone
Positive 71/100
Event
Earnings
Published
05 Aug 2026 10:16
Source
MarketBeat
MarketBeat Direct company coverage

GK Wealth Management LLC Purchases New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

GK Wealth Management LLC recently acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), purchasing 7,015 shares valued at approximately $3.35 million, making it 1.8% of their portfolio. The article highlights other institutional investments in TSM, recent

Tone
Positive 71/100
Event
Deals and strategy
Published
05 Aug 2026 10:16
Source
MarketBeat
People's Daily Online Direct company coverage

Clued-in | U.S. pressure threatens Taiwan's chip industry

The U.S. is pressuring Taiwan's chip industry to relocate advanced semiconductor manufacturing to American soil, with TSMC committing significant investments in Arizona. This move risks undermining Taiwan's domestic chip industry and the livelihoods of its people. The article cri

Tone
Negative 30/100
Event
Market update
Published
05 Aug 2026 01:41
Source
People's Daily Online
THE ELEC, Korea Electronics Industry Media Direct company coverage

TSMC Resumes Operations at Kumamoto Fab Following Earthquake

TSMC has fully resumed operations at its Kumamoto, Japan semiconductor manufacturing facility (JASM) after recovering from earthquake damage. The company also announced a donation of 250 million yen to support local recovery efforts. While the first fab was temporarily halted for

Tone
Positive 72/100
Event
Market update
Published
04 Aug 2026 22:41
Source
THE ELEC, Korea Electronics Industry Media
Lawfare Direct company coverage

The Case Against the Proposed Chip Security Act in Taiwan

Taiwan's main opposition party, the Kuomintang (KMT), is proposing legislation that would require legislative approval for certain outbound investments by Taiwanese semiconductor companies. This article argues against this proposal, citing concerns about the constitutional alloca

Tone
Neutral 50/100
Event
Regulatory and legal
Published
04 Aug 2026 16:39
Source
Lawfare
MarketBeat Direct company coverage

RDA Financial Network Has $6.62 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

RDA Financial Network reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.8% in Q2, now holding 13,868 shares valued at $6.62 million. Analyst sentiment for TSM remains positive, with a consensus "Buy" rating and an average price target of $496.2

Tone
Positive 73/100
Event
Analyst action
Published
04 Aug 2026 10:41
Source
MarketBeat
MarketBeat Direct company coverage

2,568 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Stableford Capital II LLC

Stableford Capital II LLC has acquired 2,568 shares of Taiwan Semiconductor Manufacturing Company Ltd. (TSM), valued at approximately $1.23 million, as part of its new stake in the company. Institutional investors and hedge funds collectively own 16.51% of TSM's stock, while insi

Tone
Positive 70/100
Event
Deals and strategy
Published
04 Aug 2026 10:41
Source
MarketBeat
MarketBeat Direct company coverage

PVG Asset Management Corp Purchases 4,736 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

PVG Asset Management Corp significantly increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) during the first quarter, purchasing an additional 4,736 shares and bringing its total holdings to 5,666 shares valued at $1.915 million. This increased position c

Tone
Positive 72/100
Event
Earnings
Published
03 Aug 2026 10:42
Source
MarketBeat
MarketBeat Direct company coverage

Keel Point LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Keel Point LLC significantly reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 63.6% in the first quarter, selling 5,518 shares but still retaining 3,159 shares valued at over $1 million. Despite this reduction by Keel Point, other institutional invest

Tone
Positive 75/100
Event
Earnings
Published
03 Aug 2026 09:42
Source
MarketBeat
Simply Wall St Direct company coverage

Is Taiwan Semiconductor Manufacturing (TSM) Expensive Or Undervalued On Mixed Valuation Signals?

Taiwan Semiconductor Manufacturing (TSM) is facing mixed valuation signals, with a discounted cash flow (DCF) analysis suggesting it is 6.1% overvalued at $381 compared to its current price of $404.25. However, its P/E ratio of 28.4x is significantly lower than the US Semiconduct

Tone
Neutral 50/100
Event
Balance sheet
Published
02 Aug 2026 18:42
Source
Simply Wall St
MarketBeat Direct company coverage

Lavelle Capital LP Buys New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Lavelle Capital LP has acquired 4,041 shares of Taiwan Semiconductor Manufacturing Company Ltd. (TSMC), valued at approximately $1.37 million, making it their 25th-largest holding. TSMC reported strong quarterly results with $39.89 billion in revenue and raised its quarterly divi

Tone
Positive 73/100
Event
Earnings
Published
02 Aug 2026 10:39
Source
MarketBeat
MarketBeat Direct company coverage

Cozad Asset Management Inc. Has $24.37 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Cozad Asset Management Inc. reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 2.5% in the first quarter but still holds 72,099 shares valued at $24.37 million, making it their fifth-largest holding. TSM reported strong financials with $39.89 billion in

Tone
Neutral 50/100
Event
Earnings
Published
02 Aug 2026 09:10
Source
MarketBeat
MarketBeat Direct company coverage

WNY Asset Management LLC Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

WNY Asset Management LLC has acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) during the first quarter, purchasing 2,662 shares valued at approximately $899,000. Institutional investors now own 16.51% of the company, which reported strong quarterly

Tone
Neutral 50/100
Event
Earnings
Published
01 Aug 2026 11:10
Source
MarketBeat
MarketBeat Direct company coverage

Arete Wealth Advisors LLC Has $4.51 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Arete Wealth Advisors LLC reduced its stake in Taiwan Semiconductor Manufacturing Company (TSM) by 27.6% in the first quarter, now holding 13,364 shares valued at $4.51 million. Despite this reduction, other large institutional investors increased their holdings, and analysts mai

Tone
Positive 70/100
Event
Earnings
Published
01 Aug 2026 07:40
Source
MarketBeat