Taiwan Semiconductor Manufacturing Company Ltd. ($TSM) Stock Forecast: Down 2.3% Today

What is Taiwan Semiconductor Manufacturing Company Ltd.?

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a leading semiconductor manufacturing company known for its cutting-edge technology and strong financial performance. The market for TSM has been bullish recently, with multiple institutional investors showing confidence in the company's growth prospects.

Why is Taiwan Semiconductor Manufacturing Company Ltd. going down?

TSM stock is down 2.3% on Jan 29, 2026 15:42

• The bearish movement in TSM's stock price today could be attributed to the significant reductions in stake by AustralianSuper Pty Ltd, Mirae Asset Global Investments Co. Ltd., and OneAscent Financial Services LLC. This mass sell-off by major investors might have triggered a negative sentiment among traders, leading to a decline in the stock price.
• Despite the sell-offs, TSM reported strong quarterly earnings and increased dividends, indicating a robust financial performance. This discrepancy between the company's positive fundamentals and the investors' actions could have caused confusion in the market, contributing to the bearish movement.
• The increased stake by Barlow Wealth Partners Inc. could not offset the impact of the larger reductions by other institutional investors, further exacerbating the downward pressure on TSM's stock price.
• Analysts' positive outlook and consensus "Buy" rating on TSM, along with the company's strategic partnerships with tech giants, suggest that the bearish movement today might be a temporary market reaction rather than a reflection of TSM's long-term growth potential.

TSM Price Chart

TSM Technical Analysis

TSM News

AustralianSuper Pty Ltd Trims Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AustralianSuper Pty Ltd has reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 32.2% in the third quarter, now holding 632,765 shares valued at approximately $176.7 million. Despite this reduction, brokerages maintain a positive outlook on TSMC, with multiple upgrades and an average "Buy" rating, citing strong fundamentals, rising dividends, and high demand driven by AI. The company reported strong quarterly earnings with $14.32 EPS and $32.5 billion in revenue.

https://www.marketbeat.com/instant-alerts/filing-australiansuper-pty-ltd-trims-stake-in-taiwan-semiconductor-manufacturing-company-ltd-tsm-2026-01-29/

Mirae Asset Global Investments Co. Ltd. Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mirae Asset Global Investments Co. Ltd. significantly reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 21.5% in the third quarter, now holding 1,163,052 shares valued at $324.83 million. Despite this reduction, TSM remains Mirae Asset's 12th largest holding, and analyst sentiment is largely positive with a consensus "Buy" rating and an average target price of $381.67. The company also increased its quarterly dividend to $0.9678 per share, contributing to an annualized yield of 1.1%.

https://www.marketbeat.com/instant-alerts/filing-mirae-asset-global-investments-co-ltd-reduces-stock-position-in-taiwan-semiconductor-manufacturing-company-ltd-tsm-2026-01-28/

OneAscent Financial Services LLC Decreases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

OneAscent Financial Services LLC significantly reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 72.1% in Q3, selling nearly 3,000 shares. Despite this, TSM reported strong financial results, including $14.32 EPS and $32.5 billion in revenue, and increased its quarterly dividend. Analysts maintain a generally positive outlook with a "Buy" consensus, though some express concerns about its valuation.

https://www.marketbeat.com/instant-alerts/filing-oneascent-financial-services-llc-decreases-holdings-in-taiwan-semiconductor-manufacturing-company-ltd-tsm-2026-01-28/

Cambiar Investors LLC Has $16.53 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Cambiar Investors LLC recently reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. ($TSM) by 6% in the third quarter, now holding 59,179 shares valued at approximately $16.53 million. Despite this reduction, several other institutional investors increased their positions in the company. Analysts maintain a consensus "Buy" rating for TSM, citing positive demand catalysts such as Nvidia becoming a major customer and Microsoft's use of TSMC's 3nm process, with a consensus price target of $381.67.

https://www.marketbeat.com/instant-alerts/filing-cambiar-investors-llc-has-1653-million-position-in-taiwan-semiconductor-manufacturing-company-ltd-tsm-2026-01-28/

Barlow Wealth Partners Inc. Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Barlow Wealth Partners Inc. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 2.3% in the third quarter, bringing its total holdings to 83,344 shares valued at $24.08 million. This move positions TSM as the fund's 17th largest holding, comprising approximately 2.7% of its portfolio. The increased investment comes as analysts show growing bullish sentiment for TSM, citing strong financial performance and increasing AI-driven demand for its advanced chip manufacturing.

https://www.marketbeat.com/instant-alerts/filing-barlow-wealth-partners-inc-raises-stake-in-taiwan-semiconductor-manufacturing-company-ltd-tsm-2026-01-27/

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Taiwan Semiconductor Manufacturing Company Ltd. Price History

10.09.2025 - TSM Stock was down 5.0%

• Despite strong revenue growth in September, TSM's stock experienced a bearish movement, suggesting different market expectations or concerns about the company's performance.
• The recent surge in TSM's stock price, fueled by AI technology and its prominent position in chip manufacturing, may have prompted profit-taking by investors, contributing to the bearish trend.
• Recommendations to hold the stock amidst near-term challenges indicate investor caution regarding potential uncertainties or difficulties that could be impacting market sentiment on Taiwan Semiconductor.

29.00.2026 - TSM Stock was down 2.3%

• The bearish movement in TSM's stock price today could be attributed to the significant reductions in stake by AustralianSuper Pty Ltd, Mirae Asset Global Investments Co. Ltd., and OneAscent Financial Services LLC. This mass sell-off by major investors might have triggered a negative sentiment among traders, leading to a decline in the stock price.
• Despite the sell-offs, TSM reported strong quarterly earnings and increased dividends, indicating a robust financial performance. This discrepancy between the company's positive fundamentals and the investors' actions could have caused confusion in the market, contributing to the bearish movement.
• The increased stake by Barlow Wealth Partners Inc. could not offset the impact of the larger reductions by other institutional investors, further exacerbating the downward pressure on TSM's stock price.
• Analysts' positive outlook and consensus "Buy" rating on TSM, along with the company's strategic partnerships with tech giants, suggest that the bearish movement today might be a temporary market reaction rather than a reflection of TSM's long-term growth potential.

23.03.2025 - TSM Stock was up 5.5%

• TSMC's Arizona factory facing a $441 million loss due to supply chain disruptions and high labor costs could have initially raised concerns among investors, leading to a temporary dip in the stock price.
• The challenges posed by the U.S. chip sanctions on China might have created uncertainty around TSMC's future operations and partnerships, causing some investors to hesitate.
• Despite these challenges, TSMC's strong Q1 revenue growth of 41.6% driven by demand for its 3-nm chips likely reassured investors and contributed to the bullish movement in the stock.
• The overall positive outlook for TSMC, with AI-fueled growth and strong revenue performance, likely outweighed the short-term challenges, leading to the bullish market movement.

23.08.2025 - TSM Stock was up 5.3%

• TSM experienced a strong bullish movement today after announcing a collaboration with MediaTek to produce next-gen chips in the US, expanding its operations and bolstering its market presence.
• The reaffirmation of Taiwan investment plans and the expansion in the US with $65B Arizona fabs have further increased investor confidence in TSM, resulting in a significant rise in its stock price.
• TSM's positive developments and growth prospects have surpassed the Nasdaq 100, showcasing the company's strategic efforts and strong position in the semiconductor industry.

16.03.2025 - TSM Stock was down 5.1%

• The bearish movement in TSM's stock today could be attributed to the uncertainty surrounding the impact of China's tariffs on U.S.-made chips and the exemption of TSM-made chips from these tariffs.
• Despite the strong demand for AI chips driving revenue growth in Q1, the rising operational costs may have raised concerns among investors about the company's profitability.
• President Trump's announcement of a semiconductor tariff plan and the potential exemptions for certain tech products could have added to the market volatility, impacting TSM's stock negatively.
• The overall market sentiment towards semiconductor stocks, especially those involved in the U.S.-China trade tensions, might have contributed to the bearish movement in TSM's stock today.

20.05.2025 - TSM Stock was down 2.4%

• Recent significant investments by a prominent investment firm in chip giants AMD and TSM suggest a positive outlook on the semiconductor industry's future.
• However, the same investment firm's decision to sell off shares in Circle Internet Group might have triggered concerns about the broader tech sector, resulting in a downward trend for TSM.
• Market instability and potential supply chain issues likely also influenced the decline in TSM's stock price.

07.07.2025 - TSM Stock was up 6.4%

• TSM saw positive market activity following recent remarks by President Trump regarding potential tariffs on semiconductor companies not based in the U.S., potentially benefiting TSM given its strong presence in Taiwan.
• Investor preference for TSM over competitor Applied Materials (AMAT) based on TSM's growth prospects and earnings performance could have contributed to the upward trend in TSM's stock price.
• Favorable industry sentiment towards TSM, along with the possibility of tariffs impacting rival firms, likely drove the increase in TSM's market value.

15.00.2026 - TSM Stock was up 6.0%

• TSM surpassed Samsung Electronics in operating profit due to high demand for AI chips, highlighting its dominance within the semiconductor industry.
• Despite concerns about overvaluation, institutional investors such as Liberty One Investment Management LLC notably increased their stake in TSM, demonstrating faith in its growth potential.
• Speculations about a possible trade agreement between the Trump administration and Taiwan, which includes TSMC's commitment to expanding semiconductor manufacturing in the U.S., likely boosted investor confidence and contributed to TSM's positive market performance.
• TSM's strong position in the AI market, alongside its U.S. expansion plans and favorable analyst evaluations, continue to establish its reputation as a key industry player, driving its upward trajectory.

26.10.2025 - TSM Stock was up 5.7%

• Despite a noticeable decline on Tuesday, TSM rebounded strongly today, indicating resilience in the face of recent challenges.
• The trade secret dispute with Intel might have presented a contrarian opportunity for investors, leading to renewed interest and positive sentiment towards TSM.
• Speculation around Apple Inc.'s expected good quarter and nearing all-time high may have indirectly boosted confidence in TSM, as the two companies often have intertwined performance in the tech sector.
• Overall, the bullish movement in TSM could be attributed to a combination of positive market sentiment, potential opportunities arising from disputes, and broader sector trends.

05.07.2025 - TSM Stock was down 2.6%

• The notable bearish movement in TSM's stock may be linked to wealthy investors taking a bearish stance on the company, as evident from public options records.
• This change in sentiment could have been prompted by worries about the company's future growth outlook or industry-related challenges.
• It is advisable for investors to heed these cues from institutional investors as they can offer insights into possible future market trends and sentiment regarding a specific stock.

24.05.2025 - TSM Stock was up 5.3%

• TSM experienced a bullish movement today, possibly driven by the positive sentiment surrounding the company.
• The comparison with Lam Research might have highlighted TSM's strengths and growth potential, attracting investors.
• Cathie Wood's significant investment in TSM could have boosted investor confidence in the stock, leading to the bullish movement.
• Overall, the combination of positive industry outlook, strategic investments, and comparative analysis may have contributed to TSM's strong performance today.

20.07.2025 - TSM Stock was down 5.0%

• TSM's bearish movement today could be attributed to concerns about the sustainability of margins due to the company's overseas fabrication expansion.
• The market might be reacting negatively to the increased pressure on margins in the future.
• Investors may be worried about the potential impact on TSM's profitability as it invests heavily in global fabs, leading to a sell-off of the stock.