Taiwan Semiconductor Manufacturing Company Ltd.

About Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor Manufacturing Company makes chips for other companies, including major chip designers that develop products but rely on TSMC for fabrication. It earns revenue by manufacturing those customers’ designs, including advanced chips used in AI applications; the supplied evidence also cites 2-nanometer production. The evidence describes a foundry business rather than consumer-facing chip sales and does not provide segment revenue contributions or a current revenue figure. It characterizes TSMC as a leading, large-scale chip manufacturer whose top line has exceeded Applied Materials’ across the past eight quarters, and says it manufactures chips for major designers across the sector.

Notable Price Movement

1. Oct 26-30$406.132.96%

   TSM rose 4.72% over the supplied span, from $412.35 to $431.81, after advancing through Wednesday and retreating on Thursday. The stock closed at $424.37 on Monday, climbed to $436.87 Tuesday and $439.51 Wednesday, then fell to $431.81 Thursday, giving back part of the midweek gain. The supplied evidence points to strong AI-chip demand, Q3 revenue growth and a raised 2026 outlook as supportive themes, but it does not establish that a specific company announcement during the week drove the price action. The broader coverage backdrop emphasizes AI infrastructure spending; no market or semiconductor-sector performance figures are provided to explain how much of the move reflected the wider market.

   28 sources
2. Oct 19-23$418.511.43%

   TSM fell 5.43%, from $444.35 to $420.22, over the supplied window. The decline was concentrated in three sessions: shares slipped to $430.00 on October 14, fell again to $422.25 on October 15, and reached $412.61 on October 16, with volume rising to 22.4 million shares on October 15. The stock then rebounded 1.8% to $420.22 on October 19, recovering only part of the preceding losses. The supplied evidence does not identify company-specific news as the cause of the selloff; the articles about rare-earth alternatives and a possible SpaceX Terafab role do not establish a direct link to these sessions. No market or semiconductor-sector benchmark is supplied, so broader trading context cannot be determined.

   28 sources
3. Oct 12-16$412.618.98%

   TSM fell $41.45, or 8.53%, from $485.80 on October 5 to $444.35 on October 12, declining at every listed close with no material reversal. The sharpest point drop was $14.21 on October 8, when volume reached 13.42 million shares, the highest of the period. Available market commentary attributed pressure to a broader semiconductor selloff and new legal uncertainty across the chip group. That weakness persisted despite company-related coverage citing record quarterly profit, extremely robust AI-chip demand, a 2-nanometer ramp and a raised full-year outlook. The supplied evidence does not identify a more specific company announcement as the cause of the slide.

   28 sources
4. Oct 5-9$453.314.12%

   TSM gained 5.55%, rising from $456.94 to $482.30. It slipped slightly on September 30, then advanced on October 1 and climbed more sharply on October 2 and October 5, before easing 0.72% on October 6. The clearest company-specific support in the supplied coverage was TSMC’s September sales beating its target, alongside optimism about Q3 results: Seeking Alpha previewed a likely earnings beat, and GuruFocus reported that Citi raised its price target. Coverage also pointed to sustained global chip demand, particularly in the context of AI. The evidence does not assign these developments to specific daily moves; the week’s close pattern shows a broad advance followed by a modest final-session pullback.

   28 sources
5. Sep 28 - Oct 2$472.784.92%

   TSM rose $8.05, or 1.78%, over the week, from $451.15 to $459.20. The shares advanced from $452.88 on Monday to $456.94 on Tuesday, slipped slightly to $456.19 on Wednesday, then reached the period high on Thursday. The evidence points to two supportive themes: strong AI-chip demand and speculation that TSMC may announce a price increase around October 15. Articles described a possible price hike as a potential catalyst, not a confirmed announcement, so it does not establish that pricing news drove the daily gains. The supplied evidence offers no broad-market comparison or confirmed company-specific event during the week; the rise therefore coincided with favorable AI and pricing expectations, but its precise catalyst is not established.

   28 sources
6. Sep 21-25$450.613.67%

   TSMC rose 6.91% over the stated interval, from $417.72 to $446.57. Shares advanced in each of the first four listed sessions, reaching $452.00 on September 22, then slipped 1.2% on September 23 and gave back part of that run-up. Supplied coverage discussed two potentially supportive company-specific themes: reports that packaging operations are moving closer to suppliers and a report that TSMC plans to raise wafer prices 3%-6% in 2027. The evidence does not date those stories precisely enough to tie them to particular sessions or establish them as the drivers of the move. No market benchmark is supplied for comparison.

   28 sources
7. Sep 14-18$434.670.33%

   The stock fell $10.90, or 2.54%, from $428.91 to $418.01 over the stated week. Trading was volatile: it rose to $439.00 on September 8, then gave back part of that gain over the next two sessions before rebounding to $433.24 on September 11, followed by a sharp 3.51% drop on September 14 on the week’s highest reported volume. The supplied evidence does not identify a specific company announcement or analyst action responsible for the decline. Instead, coverage presented competing themes: optimism about commercial 2nm production and smartphone opportunities, including MediaTek, versus concerns that TSMC is overvalued and that higher 2nm spending could pressure returns.

   28 sources
8. Sep 7-11$433.241.01%

   TSM rose $23.68, or 5.70%, from $415.32 to $439.00 over the period. Shares slipped 0.32% on September 1, then recovered gradually before accelerating 2.85% on September 4 and another 2.35% on September 8, with volume increasing to 12.3 million and 13.1 million shares on those sessions. The main catalyst was news that August revenue increased 53% year over year to a record NT$514.8 billion, reinforcing evidence of strong AI-chip demand and fully booked capacity. The move was also supported by continued investor focus on TSMC’s advanced-node roadmap, including its 2-nanometer GAA ramp. The supplied evidence does not identify a material reversal or company-specific negative event during the period.

   28 sources
9. Aug 31 - Sep 4$428.912.73%

   TSM fell $10.29, or 2.41%, from $427.30 to $417.01 over the week. The stock’s main move was a sharp $9.78 drop on August 28, followed by smaller declines to $414.00 on September 1. It then recovered modestly across the final two sessions, ending at $417.01, but remained below the starting level. The supplied evidence identifies no company-specific earnings release, contract, guidance change, or analyst action that explains the trading pattern. Instead, the stock moved amid an unresolved AI-investment debate: articles highlighted strong demand and TSMC’s effort to expand capacity, while others questioned whether AI optimism was already reflected in the valuation and whether overseas expansion would pressure margins. No broader market catalyst is provided.

   28 sources
10. Aug 24-28$417.520.34%

    TSM rose 2.72% over the week to $427.30, despite an 8.84-point, 2.11% drop on Monday to $410.12. The stock recovered on Tuesday and held near $418 through Wednesday before jumping 2.31% on Thursday, its strongest session of the period, on renewed enthusiasm for artificial-intelligence semiconductor demand and Nvidia’s reported outlook for 70% fiscal-2028 revenue growth. Company-specific coverage also highlighted TSMC’s A14 process roadmap, advanced-node adoption and Arizona production expansion. The evidence does not identify a discrete earnings release, contract or guidance change during the week, so broader AI-chip momentum appears to have mattered more than a new operating disclosure.

    28 sources
11. Aug 17-21$418.951.74%

    TSM fell $14.49, or 3.37%, over the week, from $430.49 to $416.00. The stock initially rose 0.62% on Monday to $430.97, but reversed sharply on Tuesday, dropping 4.08% to $413.41 on volume of 14.0 million shares, nearly twice Monday’s turnover. It slipped another 0.32% Wednesday before recovering 0.95% Thursday. The supplied evidence does not identify a dated company-specific announcement that explains the reversal. The relevant backdrop was continued enthusiasm for AI and semiconductor demand alongside concerns about valuation and the scale of TSMC’s planned investment. Zacks highlighted higher 2026 capital spending of $60 billion-$64 billion and increased dividends, but the evidence does not establish that this item caused the weekly decline.

    28 sources
12. Aug 10-14$426.351.50%

    TSM rose 3.04%, or $12.36, from $406.11 to $418.47 over the reported span. The shares jumped 2.72% on Tuesday, eased on Wednesday, then extended gains Thursday and Friday before giving back 0.37% on August 10. The strongest positive backdrop was coverage of soaring July revenue, persistent AI-driven chip demand and TSMC’s central role in advanced-chip production. A dividend announcement also supported the shares, with MarketBeat reporting a 1.7% move. Positive institutional activity, including Soros Capital’s reported semiconductor pivot and Bradley Foster & Sargent’s addition of 90,741 shares, added sentiment support. Offsetting attention focused on TSMC’s ¥282 billion Sony venture commitment and valuation concerns.

    28 sources
13. Aug 3-7$420.043.91%

    TSM rose $24.86, or 6.34%, from $392.31 to $417.17 over the measured week. Trading was volatile: the stock fell 4.5% on July 29 before rebounding 7.6% on July 30, then added modestly on July 31 and gained another 2.7% across August 3-4. The rebound coincided with coverage highlighting Taiwan Semiconductor’s second-quarter beat and continued chip demand from Nvidia and AMD, while another report noted that the July 30 advance restored the company’s market capitalization above $2 trillion. Positive AI-infrastructure sentiment and TSMC’s dominant foundry position also supported the shares. The supplied evidence does not identify a new company filing or specific guidance change driving the week.

    20 sources

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