TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

BULLISH Impact: 5/10 Insider Cluster (5 insiders)
Horizon weeks Filed Jun 9, 2026 Processed 5d 23h ago
Insider cluster: 2 insiders, $10K total

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Executive Summary

Five TSM insiders, including EVP/Co-COO Chin Yung-Pei and three VPs, made open-market purchases totaling ~$19.5K on June 5, 2026. While the dollar amount is trivial relative to TSM's $2.2T market cap, the cluster of C-suite and senior VP buys is a rare signal of conviction at a company where insider buying is infrequent. The historical win rate on TSM reports is 100% at T+20, and cross-filing amplifiers suggest this cluster may carry more weight than the raw dollar value implies.

Key Financial Metrics

Direction
buying
Total Value
$19.5K
Insiders
5

Actionable Insight

The cluster of senior insiders buying simultaneously is a rare signal of confidence, but the dollar amount is too small to move the stock. Monitor for any upcoming material announcements (earnings, capex updates, or geopolitical developments) that may have prompted the coordinated purchases. The 100% historical win rate on TSM reports at T+20 suggests the stock may continue its upward trend, but this filing alone does not justify a position change.

Key Facts

  • Five insiders purchased shares on June 5, 2026, all at $76.01/share
  • Total open-market purchases: ~$19.5K (0.0000009% of market cap)
  • Buyers include EVP/Co-COO Chin Yung-Pei ($5.4K), SVP Chang Tzonz-Sheng ($4K), and three VPs
  • No insider sales in the cluster window; net direction is 100% buying
  • TSM has a 95% bullish analyst consensus with 40 buy ratings out of 42 analysts

Financial Impact

~$19.5K in insider purchases, negligible relative to $2.2T market cap

Risk Factors

  • Dollar amount is trivial — the signal may be noise or symbolic rather than economically meaningful
  • TSM is a $2.2T mega-cap; insider trades of this size have no mechanical price impact
  • No accompanying material corporate event in the filing to explain the cluster

Market Snapshot

Exchange
OTC
Sector
Semiconductors & Related Devices
Analyst Consensus
95% bullish (42 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TSM-1781001608571
15 reports for TSM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TSM — sortable, filterable
Type Now
Jun 9, 2026
5d ago
Insider Cluster
BULLISH ★ 6/10
$426.50 awaiting T+5awaiting T+5$423.93 (−0.60%)
Jun 9, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$426.21 awaiting T+5awaiting T+5$423.93 (−0.53%)
Jun 9, 2026
5d ago
Insider Cluster
BULLISH ★ 5/10
$426.20 awaiting T+5awaiting T+5$423.93 (−0.53%)
Jun 9, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$426.20 awaiting T+5awaiting T+5$423.93 (−0.53%)
Jun 9, 2026
5d ago
Insider Cluster
BULLISH ★ 5/10
$426.12 awaiting T+5awaiting T+5$423.93 (−0.51%)
May 26, 2026
19d ago
6-K
NEUTRAL ★ 2/10
$412.32 $446.60▲ +8.31%▲ +7.10%$423.93 (+2.82%)
May 21, 2026
24d ago
Insider Cluster
NEUTRAL ★ 2/10
$406.01 $424.86▲ +4.64%▲ +3.04%$423.93 (+4.41%)
May 21, 2026
24d ago
Insider Cluster
NEUTRAL ★ 2/10
$406.01 $418.25▲ +3.01%▲ +1.17%$423.93 (+4.41%)
May 19, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$392.12 $421.37▲ +7.46%▲ +5.16%$423.93 (+8.11%)
May 8, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$411.27 $417.72▲ +1.57%▲ +0.11%$423.93 (+3.08%)
Showing 10 of 15

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