TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

BULLISH Impact: 5/10 Insider Cluster (16 insiders)
Horizon weeks Filed Jun 9, 2026 Processed 5d 23h ago
Insider cluster: 16 insiders, $0.1M total

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Executive Summary

A cluster of 16 TSMC insiders, including the CFO, Deputy Co-COO, and multiple VPs, made open-market purchases totaling ~$60K on June 5, 2026, at $76.01 per share. While the dollar amount is trivial relative to TSMC's $2.2T market cap, the breadth of C-suite and senior VP participation is a rare and notable signal of confidence in the company's near-term outlook. The cluster is amplified by a strong historical win rate on TSM reports and statistically significant cross-filing amplifier verdicts.

Key Financial Metrics

Direction
buying
Total Value
$60.0K
Insiders
16

Actionable Insight

A cluster of 16 TSMC insiders, including the CFO, Deputy Co-COO, and multiple VPs, made open-market purchases totaling ~$60K on June 5, 2026, at $76.01 per share. While the dollar amount is trivial relative to TSMC's $2.2T market cap, the breadth of C-suite and senior VP participation is a rare and notable signal of confidence in the company's near-term outlook. The cluster is amplified by a strong historical win rate on TSM reports and statistically significant cross-filing amplifier verdicts.

Key Facts

  • 16 insiders made open-market purchases on June 5, 2026, totaling ~$60K
  • Participants include CFO Huang Jen-Chau, Deputy Co-COO Hou Yung-Chin, EVP/Co-COO Chin Yung-Pei, and 13 other VPs/SVPs
  • All purchases executed at $76.01 per share
  • Total value is ~0.000003% of TSMC's $2.2T market cap — trivial in absolute size
  • One VP (Chuang Tzu-Sou) also gifted 500,000 shares on June 8, 2026, with $0 economic value
  • Prior TSM reports show 100% win rate at T+20 with average alpha of +3.95% vs SPY

Financial Impact

~$60K in total insider purchases, negligible relative to $2.2T market cap

insider ownershipmanagement confidence signal

Risk Factors

  • Dollar amount is trivial — cluster may be symbolic rather than economically meaningful
  • Gift of 500K shares by VP Chuang Tzu-Sou on June 8 could indicate personal liquidity needs, not a bearish signal
  • TSMC's stock is already up ~9% over the past month; insider buys may be late relative to recent run

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-1781002284394
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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