TSM Taiwan Semiconductor Manufacturing Company Limited stock — price, news & AI research

AI Researchnews · sentiment · catalysts

cached · 3h ago

Run3h agoModelgemini-3-flashSources4/4

Overview

Synthesis

• Symbol: TSM (Taiwan Semiconductor Manufacturing Company Limited)

• Current Price: $427.92 (as of June 10, 2026)

• Performance: Up 0.26% on the day and 3.67% over the last 30 days.

• Market Cap: Recently surpassed the $2 trillion milestone for the first time (June 4, 2026).

Latest News

News

Recent market-moving news and catalysts for Taiwan Semiconductor Manufacturing Company (TSM) as of June 10, 2026, include:

Latest Market-Moving News & Earnings Updates

• June 10, 2026 (Revenue Report): TSMC reported May 2026 revenue of NT$416.98 billion ($13.19 billion), a 30.1% increase year-over-year and a 1.5% increase from April. Year-to-date revenue through May rose 30% to NT$1.96 trillion.

• June 4, 2026 (Guidance Hike): At its annual shareholder meeting, CEO C.C. Wei raised the full-year 2026 revenue growth forecast to over 30%, up from the previous 25% estimate, citing relentless AI demand.

• June 4, 2026 (Valuation Milestone): TSMC's market capitalization surpassed $2 trillion for the first time.

Analyst Rating & Price Target Changes

• June 10, 2026 (Consensus): Wall Street maintains a "Strong Buy" consensus with an average price target of approximately $467.84.

• April/May 2026 (Recent Actions):

• BofA Securities: Reiterated "Buy" with a $490 target (May 18).

• Barclays: Maintained "Overweight" and raised price target to $470 from $450 (April 22).

• Needham: Maintained "Buy" and raised price target to $480 (April 16).

Regulatory Items & Geopolitical Risks

• June 9, 2026 (Export Controls): Taiwan authorities are reportedly considering stricter export controls on AI chips to China to align with U.S. measures and prevent semiconductor smuggling.

• June 8, 2026 (U.S. Pressure): Bipartisan U.S. senators urged the White House to tighten regulations to prevent TSMC from producing advanced AI chips for Chinese subsidiaries located overseas.

Major Catalysts & Strategic Shifts

• Price Hikes: CEO C.C. Wei signaled potential price increases for advanced nodes (3nm and below) to offset rising production and electricity costs. Reports suggest a potential 15% hike for 3nm wafers in H2 2026.

• 2nm Production: TSMC remains on track for 2nm volume production in 2025/2026, which analysts view as a major long-term earnings driver.

• Upcoming Earnings: The next major catalyst is the Q2 2026 earnings report, estimated for July 16, 2026. Analysts expect EPS of $3.69 on revenue of $39.76 billion.

X/Twitter Sentiment

Overall sentiment on $TSM in the last 24 hours (as of June 10, 2026) is neutral to mildly bullish, centered on AI infrastructure demand, capacity constraints, and valuation. Mentions are moderate with no signs of unusual volume or major viral spikes—mostly scattered posts in stock lists or AI-themed threads. No dominant trending discussions emerged.

Notable posts from finance/trader accounts:

•@TBU12345678 (243 likes, 111k views): “ppl do not seem to understand that $TSM version of CPO being pushed out to 2029 due to FAU issues is actually pretty good for the $TSEM NPO solution. see u guys at earnings.” (Bullish on indirect beneficiaries of TSMC delays.)[[1]](https://x.com/TBU12345678/status/2064449814457098241)

•@MikeLongTerm (43 likes): Shared a Whale Rock Capital interview on the AI “L-curve” and hardware renaissance, tagging $AMD $TSM $AVGO $NVDA as key plays.[[2]](https://x.com/MikeLongTerm/status/2064487774003048451)

•@StockOptionCole (41 likes): Opened a long-term $NOK position, contrasting it with “direct AI winner[s] like $NVDA $AMD or $TSM.”[[3]](https://x.com/StockOptionCole/status/2064491931212849648)

•@SatyazalaZala (42 likes): Listed $TSM with a June price target of 528 (from ~429).[[4]](https://x.com/SatyazalaZala/status/2064434553322623195)

•@BryzonX (39 likes): Highlighted $MXL bypassing TSMC capacity shortages via Samsung.[[5]](https://x.com/BryzonX/status/2064431576273105117)

Other notable commentary:

•News account @NewsTongueX reported TSMC “won’t rule out price rises as inflation climbs” but emphasized no sudden hikes, quoting CFO Wendell Huang and Chairman CC Wei.[[6]](https://x.com/NewsTongueX/status/2064495228644385188)

•Technical take from @DavidKWilliams: $TSM in “support rebound zone” (tested 402–408), needs to hold or reclaim 428–432.[[7]](https://x.com/DavidKWilliams/status/2064401796358140237)

•Valuation views mixed: @theFInvestor called it “priced for AI hype” and wants sub-$380; @akishore defended the ~25x forward P/E given 21% revenue growth and 70% foundry share.[[8]](https://x.com/theFInvestor/status/2064316530624446966)

Low-engagement spam/promotional posts (e.g., signal sellers tagging $TSM with $NVDA/$MU) were common but added little substance. No major analyst threads or breaking news drove significant discussion.

Reddit Sentiment

Recent Reddit discussion and retail investor sentiment for TSM (Taiwan Semiconductor Manufacturing Company Limited) from the last several days (early June 2026) are summarized below.

Overall Sentiment: Bullish (Long-Term) / Neutral (Short-Term)

Retail sentiment remains overwhelmingly bullish regarding TSM’s long-term dominance in the AI sector and its fundamental valuation. However, short-term sentiment is neutral to cautious due to a recent sector-wide pullback in semiconductors and the stock's proximity to its 52-week highs.

Main Talking Points and Theses

• The "Hormuz Strait" of Semiconductors: A popular thesis on r/stocks argues that TSM is the world's most critical infrastructure. Proponents suggest that geopolitical risk from China is "overweighted" and that TSM's global integration makes it "geopolitical suicide" for China to interfere, as they also rely on its chips.

• Valuation vs. Peers: Investors frequently compare TSM’s forward P/E (approx. 27x) to other AI plays like NVIDIA or AMD, arguing TSM is "underpriced" given it manufactures ~90% of the world's advanced nodes.

• Earnings Anticipation (July 16): Discussion on r/wallstreetbets has begun shifting toward the upcoming Q2 earnings report. While users expect "monster" numbers, there is skepticism about whether the stock will move, as TSM reports monthly revenue, making the quarterly results "never really all that surprising."

• Sector Pullback: Recent volatility in other chip stocks (e.g., Broadcom and Marvell) has led to "sympathy" sell-offs in TSM. Some retail investors view these 5-7% dips as "hand over fist" buying opportunities rather than a change in the bull case.

Notable Threads

Subreddit	Thread Title / Topic	Key Takeaway
r/stocks	TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.	High-conviction bull case focusing on TSM's moat and the argument that China risk is priced in.
r/wallstreetbets	TSM upcoming earnings report	Discussion on July 16 options; users debate if the stock is a "buy and hold forever" vs. a stagnant ADR.
r/Stocks_Picks	My 5 stock picks for June 2026	TSM is frequently cited in "top picks" lists for June due to its role in AI infrastructure.
r/NewMaxx	Taiwan is building a silicon photonics moat around AI	Technical discussion on TSM's strategic role in new "silicon photonics" infrastructure.

Engagement Levels

• r/wallstreetbets: Moderate. While TSM is a staple, it currently lacks the "meme" volatility of stocks like Tesla or SpaceX-related tickers, leading to fewer "YOLO" posts but steady discussion in daily threads.

• r/stocks: High. TSM is a primary topic in "Rate My Portfolio" and "Daily Discussion" threads, often serving as the preferred "safe" alternative to high-multiple AI designers.

• r/options: Low. Most recent discussion is focused on the July 16 earnings cycle rather than immediate weekly plays.

Summary of Recent Data (as of June 10, 2026)

• Price Point: Trading around $420–$430.

• Recent News: TSMC reported 30% sales growth in May, though the stock faced pressure due to broader market concerns over potential new chip export curbs.

• Insider Activity: Senior VP Chun-Hsien Lee reported an open-market purchase of shares via an employee plan on June 5, which was noted by some sentiment trackers as a minor positive signal.