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+0.68% today

AI Compute · Makes nearly every leading-edge AI chip.

$TSM TSMC

TSMC manufactures the leading-edge silicon for NVIDIA, AMD, Apple, Broadcom, and most other AI players. There is no second source at the most advanced nodes. The Taiwan-strait geopolitical risk is the entire bear case; the absence of credible competition is the entire bull case.

Last close

$423.95

Market cap $980.0B

TSM · price history

Key stats

Price$423.95
1d change+0.68%
1w change+1.23%
YTD-7.73%
Market cap$980.0B
Volume 24h80.4M

Sentiment · 24h

6
Bullish50%
Neutral50%
Bearish0%

6 articles classified across the last 24 hours.

Funds holding $TSM

9
Coatue Management10.8% (+0%)
Tiger Global Management8.2% (+0%)
Altimeter Capital8.1% (+0%)
Situational Awareness LP6.6% (+0%)
Whale Rock Capital5.1% (+5%)
Maverick Capital4.8% (+0%)

Recent news on $TSM

SeekingAlpha · 15h ago

neutral

The Unit Economics Of AI Infrastructure

More users, high usage frequency, vastly greater per-task complexity, and persistent time sensitivity are placing token consumption on a trajectory that outpaces any realistic supply growth.

finance.yahoo.com · 1d ago

bullish

Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 7 Best Compounder Stocks to Buy Now. On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei said global chip supply is expected to remain constrained relative to AI-driven demand for years, Bloomberg’s Debby Wu reported. Wei said that even with expanded […]

finance.yahoo.com · 1d ago

bullish

Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $232,102,708 Taiwan Semiconductor (NYSE:TSM) is the biggest holding of Harvard Management, as of the end of the first quarter. TSMC is one of the biggest beneficiaries of the […]

finance.yahoo.com · 2d ago

bullish

Taiwan Semi (TSM) CEO Just Confirmed That AI Demand Is Years Ahead Of Supply

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Haas Liu of Bank of America Securities reaffirmed a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and assigned a target price of $490 to the stock. […]

TSM data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·June 13, 2026