TSMWF · Taiwan Semiconductor Manufacturing Company Limited — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on TSMWF. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About TSMWF · Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also involved in providing customer and engineering support services; manufacturing of masks; investment in technology start-up companies; research, designing, developing, manufacturing, packaging, testing, and sale of color filters; and investment activities. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. Taiwan Semiconductor Manufacturing Company Limited was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
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SELL (score -4) · 12-1 mom 0.0% · RSI 100 · below_both · 0.0% from high
Targets blend Wall Street consensus (? analysts: low — / mean — / high —) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
TSMC is the world's dominant pure-play semiconductor foundry (60%+ global market share), currently near all-time highs with strong Q1 2026 results (NT$22.08 EPS, NT$572B net income). The investigation trigger — clustered insider filings in the last 14 days — was confirmed (30+ Form 4s May–June 2026), but the signal is predominantly ESPP/LTI plan allocations at market prices, not discretionary open-market purchases by top executives. One VP sold $13.97M on May 19. The CEO made a trivial ESPP buy of 160 shares ($11.5K). No options chain exists (no expiries returned; OTC ADR illiquidity confirmed by zero historical volume bars). TSM is fundamentally excellent but fully valued at ~26-28x forward P/E and presents no asymmetric mispricing, viable options structure, or novel catalyst within the methodology's window.
TSMWF is the US OTC ADR of the world's leading pure-play semiconductor foundry (NYSE: TSM). The triggering signal — 15 Form 4 filings in 14 days — resolves to predominantly routine ESPP (Employee Stock Purchase Plan) payroll-deduction purchases by VPs, not discretionary open-market buys. Two genuine open-market ADS purchases by VP Tien Bor-Zen on April 28 totaled ~$7,710 across 20 shares at $386-$390/ADS — meaningful but small in absolute dollars relative to a ~$447B market cap company. The underlying business is exceptional: +35% YoY revenue growth, 61%+ gross margins, forward P/E ~16x vs semis sector median ~25x. April 2026 revenue grew +17.5% YoY. The Sony Semiconductor Solutions JV announced May 8 (non-binding MOU) for next-gen image sensors in Kumamoto is a genuine strategic catalyst. However, TSMWF is an extremely illiquid OTC ADR with zero reported volume and stale price feeds; it cannot be traded meaningfully through standard options or stock structures. The pipeline's default outcome of silence applies here — no structure is viable on this ticker.