tsmc sees slight fluctuation amid analyst optimism
Taipei, Tuesday, 20 May 2025.
tsmc (2330.tw) experienced minor movement today, closing at 978, a slight 0.61% decrease. Despite this, analysts remain optimistic. Cathie Wood’s ARK Investment Management purchased nearly 200,000 shares just yesterday. One analyst suggests tsmc could easily return to 1000 ntd if trade tensions ease. The average transaction price was 983, with a total transaction amount of 205.30 (100 million).
key trading figures
Real-time data from the Taiwan Stock Exchange showed TSMC opening at 991 and reaching a high of 994 during the day [1]. The stock’s lowest price for the day matched its closing price of 978 [1]. The total trading volume reached 20,864, slightly above the previous day’s volume of 19,875 [1]. Internal sales accounted for 41.20% of the volume, while external sales made up 58.80% [1]. These figures reflect ongoing market activity and investor sentiment surrounding TSMC.
analyst perspectives on tsmc
Lee Yung-Nien, an analyst at Qifa Securities Investment Consulting, suggests that if tariffs remain below 10%, TSMC’s stock price could easily return to 1000 New Taiwan dollars once the market stabilizes [5]. He notes that TSMC holds significant sway in the global chip market, producing 92% of the world’s chips [5]. TSMC could pass on tariff costs to its customers, minimizing the actual impact on its financials [5]. This perspective highlights TSMC’s market dominance and potential resilience to trade-related challenges.
ark invest’s strategic moves
Cathie Wood’s ARK Investment Management has been actively trading TSMC shares, signaling confidence in the semiconductor giant [6]. Yesterday, ARK’s flagship fund bought 123,587 shares of TSMC ADRs, while the ARK Next Generation Internet ETF added 74,189 shares [6]. These recent acquisitions indicate a bullish outlook on TSMC’s long-term prospects, particularly regarding its role in supplying chips for AI applications [6]. ARK Invest’s increased holdings reflect a strategic alignment with TSMC’s growth potential.