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 59 Balanced news tone 62 relevant articles
Exchange NYSE United States
Sector Technology Market context
Industry Semiconductors Read-through group
Latest close 423.93 Week of 12 Jun 2026
Weighted tone 59/100

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 55

directly relevant articles

Source quality 1

high-authority source matches

Trend context Trend active

+2.3% over one week, +5.1% over four weeks, trend active, and materially above fair value.

Latest direct headline Neutral

Taiwan Semiconductor (TSM) Can Still Make a Case for $500 Per Share

Market Reaction

Balanced read

67/100 confidence

News tone and price action are not far from neutral.

Primary event Market update 75/100 classification
One-week reaction 2.3% Price confirming higher
Trend fit Trend active 5.1% over four weeks
Fair value 111.0% Materially above fair value

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 27
Neutral 31
Negative 4

Relevance

Why the article matched

Direct first
Direct company coverage 55
Industry context 7
Sector context 0

Sources

Coverage mix

Publishers
Market source 15
MarketBeat 9
TradingKey 5
The Motley Fool 3
24/7 Wall St. 3
simplywall.st 3
Taipei Times 3
TradingView 2

Event Lens

What the news is about

Classified themes
Market update 26
Earnings 18
Deals and strategy 8
Macro sensitivity 7
Analyst action 2
Guidance 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 31-60 of 62
MarketBeat Direct company coverage

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Trimmed by Evelyn Partners Investment Management LLP

Evelyn Partners Investment Management LLP reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 9.0% in the fourth quarter, though the stock remains its sixth-largest holding. Despite this trimming, TSMC continues to demonstrate strong financial performanc

Tone
Positive 63/100
Event
Earnings
Published
14 Jun 2026 08:39
Source
MarketBeat
MarketBeat Direct company coverage

Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Brown Advisory Inc.'s 6th Largest Position

Brown Advisory Inc. has slightly reduced its stake in Taiwan Semiconductor Manufacturing (TSM) by 1.7% in Q4, but TSM remains its sixth-largest holding, valued at $1.97 billion. Insider trading showed mixed activity, with a VP buying shares and another selling a significant amoun

Tone
Positive 67/100
Event
Deals and strategy
Published
14 Jun 2026 07:39
Source
MarketBeat
MarketBeat Direct company coverage

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Decreased by Analog Century Management LP

Analog Century Management LP has decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.8% in the fourth quarter, selling 11,330 shares and now owning 394,038 shares valued at $119.7 million. Several other institutional investors also adjusted t

Tone
Neutral 50/100
Event
Earnings
Published
14 Jun 2026 07:39
Source
MarketBeat
MarketBeat Direct company coverage

Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Marcho Partners LLP's Largest Position

Marcho Partners LLP, despite trimming its stake by 35.2% in Q4, still holds Taiwan Semiconductor Manufacturing Company (TSM) as its largest position, comprising 22.8% of its portfolio with a value of $37.5 million. TSM demonstrated strong financial performance, including $3.11 EP

Tone
Positive 77/100
Event
Deals and strategy
Published
13 Jun 2026 10:10
Source
MarketBeat
MarketBeat Direct company coverage

Storgate LLC Invests $2.70 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Storgate LLC has acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) worth $2.7 million, making it their third-largest holding. Institutional interest in TSM remains high, with several other hedge funds also increasing their positions in the company. Ana

Tone
Positive 67/100
Event
Deals and strategy
Published
13 Jun 2026 10:10
Source
MarketBeat
Simply Wall Street Direct company coverage

US Patent Fight Puts TSMC Valuation And US Chip Supply In Focus

A patent dispute involving Taiwan Semiconductor Manufacturing (TSMC) is drawing attention from US congressional Republicans, who are urging the International Trade Commission to enforce US patent rights. The case centers on allegations that TSMC chips infringe on patents held by

Tone
Negative 39/100
Event
Macro sensitivity
Published
13 Jun 2026 05:09
Source
Simply Wall Street
想想論壇 Direct company coverage

Taiwan's Critical Technologies at a Critical Moment

Taiwan has strategically built itself into the world's leading semiconductor hub over decades, becoming critical for global technological innovation and democratic supply chain resilience. As artificial intelligence reshapes the global economy, Taiwan's semiconductor industry is

Tone
Positive 91/100
Event
Macro sensitivity
Published
13 Jun 2026 01:09
Source
想想論壇
Let's Data Science Direct company coverage

Harvard Increases Stake in Taiwan Semiconductor (TSM)

Harvard Management significantly increased its holdings in Taiwan Semiconductor Manufacturing Co. (TSM) to 686,796 shares valued at $232.1 million as of Q1 2026, making it Harvard's largest equity position. This move comes as TSMC reports strong Q1 revenue growth and anticipates

Tone
Positive 67/100
Event
Earnings
Published
12 Jun 2026 14:09
Source
Let's Data Science
MarketBeat Direct company coverage

Sumitomo Mitsui Financial Group Inc. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sumitomo Mitsui Financial Group Inc. has acquired a new stake of 1,230 shares in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), valued at approximately $370,000, during the fourth quarter. This move comes as institutional investors increase their holdings in TSM, with hed

Tone
Positive 73/100
Event
Earnings
Published
12 Jun 2026 09:41
Source
MarketBeat