Taiwan Semiconductor Manufacturing (TSM) News Today

Taiwan Semiconductor Manufacturing Company (TSM) — Investors are reacting to a blowout Q3 print and stronger guidance tied to surging AI-chip demand, while today's action shows short-term profit‑taking (TSM is down on the session). The headlines driving the move: record profit and a raised revenue outlook, fresh analyst price‑target upgrades, a new U.S. wafer milestone with Nvidia, and reminders of near‑term volatility from macro/geopolitical risks.

• Positive Sentiment: Record Q3 profit and raised outlook: TSMC reported a ~39% jump in quarterly profit and lifted 2025 revenue guidance, reinforcing the AI-driven demand story for high‑end nodes. TSMC Q3 profit jumps 39.1% to record, beats expectations
• Positive Sentiment: Analyst bullishness and higher price targets: Multiple firms raised ratings/targets after the beat (Needham to $360; Barclays and others moved targets higher), supporting upside thesis. Needham raises TSM price target to $360
• Positive Sentiment: Customer & onshoring milestone: Nvidia and TSMC unveiled the first U.S.-made wafer destined for Blackwell AI chips — a strategic win that strengthens customer ties and supports on‑shore capacity narratives. Nvidia and TSMC unveil first Blackwell chip wafer made in US
• Neutral Sentiment: Analyst reiterations: Susquehanna and other shops continue to rate TSMC a buy or maintain bullish views, reflecting broad analyst conviction even as expectations rise. Susquehanna Maintains a Buy on Taiwan Semiconductor Manufacturing (TSM)
• Negative Sentiment: Near‑term profit‑taking and "sell" chatter: Despite stellar results, the stock has pulled back intraday and some outlets flagged short‑term sell/trim arguments — a reminder of momentum-driven volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Down 1.5% - Time to Sell?
• Negative Sentiment: Headline risks persist: Investors should watch export controls, tariffs, energy/infrastructure buildout and geopolitics that management and analysts flagged as sources of short‑term uncertainty. TSMC Sees Continued AI Strength (and warnings on volatility)

Bottom line for investors: the fundamental driver (AI chip demand and pricing power) is very bullish and prompted upgrades, but expect heightened intraday swings as markets digest lofty expectations, profit‑taking, and geopolitical/headline risks.