TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

NEUTRAL Impact: 2/10 Insider Cluster (12 insiders)
Horizon weeks Filed Jun 9, 2026 Processed 5d 23h ago
Insider cluster: 11 insiders, $0.0M total

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Executive Summary

A cluster of 11 TSM insiders including the CFO and Co-COO made open-market purchases totaling ~$41K on June 5, 2026 at $76.01/share. The dollar amount is trivial relative to a $2.2T market cap (0.000002%), making this a symbolic gesture with no material economic signal.

Key Financial Metrics

Direction
buying
Total Value
$41.0K
Insiders
12

Actionable Insight

The insider cluster is too small economically to warrant trading action. The symbolic show of confidence by the CFO and Co-COO may indicate management's view that the stock is fairly valued at ~$76, but the dollar amount is noise. Monitor for any upcoming earnings or guidance catalyst before acting on this signal.

Key Facts

  • 11 insiders bought shares on June 5, 2026, totaling ~$41K at $76.01/share
  • Buyers include SVP & CFO, EVP & Co-COO, SVP & Deputy Co-COO, and 8 other VPs/executives
  • One VP gifted 500,000 shares on June 8 (non-cash, $0 value)
  • Total buy value is ~0.000002% of TSM's $2.2T market cap
  • Analyst consensus is 95% bullish (40 buy/11 strong buy vs 0 sell)
  • Historical insider activity in past 30d: 9 buys totaling $33K

Financial Impact

Negligible - $41K total open-market purchases vs $2.2T market cap

Risk Factors

  • Extremely small dollar amount relative to market cap renders this cluster uninformative
  • No material financial disclosure accompanies these purchases

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-1781002081602
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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