Taiwan Semiconductor Manufacturing (TSM) News Today

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) shares have increased today, buoyed by robust AI-driven revenue growth and trade-tariff reprieves. Investors digested a 26% jump in July sales, strong demand for AI chips, and confirmation that its U.S. fabs will be exempt from proposed semiconductor tariffs. Insider buying lent further support, while a notable stake reduction and reports of internal security breaches tempered gains.

• Positive Sentiment: TSMC reported July sales surged 26% year-over-year, driven by red-hot demand for AI chips. TSMC’s July Sales Soar 26% as AI Demand Stays Red-Hot
• Positive Sentiment: News that TSMC’s U.S. fabs are exempted from President Trump’s proposed 100% semiconductor tariffs bolstered confidence in its global supply chain. TSMC gets a reprieve from Trump’s 100% chip tariffs thanks to its U.S. factories, Taiwan says
• Positive Sentiment: Following the tariff exemption, TSMC’s stock hit record highs as investors cheered relief from trade headwinds. TSMC Stock Smashes Records After Trump Grants 100% Tariff Waiver
• Positive Sentiment: House Representative Cleo Fields disclosed purchasing $100K–$250K of TSMC shares, signaling insider confidence. Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Acquired Rep. Cleo Fields
• Neutral Sentiment: MarketBeat highlighted TSMC as one of three manufacturing stocks to watch, reflecting ongoing investor interest. Top Manufacturing Stocks To Watch Now – August 8th
• Neutral Sentiment: A Seeking Alpha panel named TSMC among names to watch in the “accelerating” AI race, indicating positive analyst buzz. TSM, DELL & GOOGL Names to Watch in “Accelerating” A.I. Race
• Negative Sentiment: Antipodes Partners Ltd reduced its stake in TSMC, suggesting some institutional profit-taking. Antipodes Partners Ltd Reduces Stake in TSMC
• Negative Sentiment: Reports emerged of an internal security breach and potential AI chip technology leaks, raising concerns about IP protection. TSMC Faces Internal Security Breach as AI Chip Tech Leaks Surface