tsmc attracts record shareholders despite price dip
taipei, Thursday, 3 April 2025.
Despite recent price drops, tsmc’s shareholder count has soared to a record 1.72 million. A staggering 320,000 new investors have joined this year, viewing the lower prices as a prime opportunity. This surge in investors occurs even as concerns linger about potential impacts from trump’s tariffs. The stock decline has not deterred investors. They see it as a chance to acquire valuable assets at a discount. The increase reflects strong confidence in tsmc’s long-term prospects. This could signal a strategic accumulation phase among astute investors.
tariff impacts and market reaction
The surge in TSMC’s shareholder base comes amid broader market concerns. These concerns relate to potential tariffs imposed by the U.S., specifically a 32% tariff on Taiwan, announced by President Trump [1]. While semiconductors were initially excluded from the tariff list, the announcement still triggered market anxieties [1]. This led to a significant downturn in stock futures. TSMC’s ADR (American depositary receipt) notably fell over 5.8% in after-hours trading following the tariff news [1]. This reflects investor apprehension about the potential economic repercussions [GPT].
stock performance and investor behavior
TSMC’s stock price experienced considerable volatility. It dipped below 1,000 New Taiwan dollars in March and further bottomed out at 910 New Taiwan dollars [1]. This decline created an opportunity for retail investors. Many saw it as a chance to buy shares at a reduced price [5]. Data from April 2 shows TSMC’s shareholder count reached 1,721,632, including 1,244,349 retail investors holding odd lots [1]. Compared to March 28, the shareholder base grew by over 20,000, with an increase of 18,000 retail investors [1].
expert analysis and market outlook
Despite the influx of new shareholders, analysts are cautious about the near-term market outlook. KGI Securities noted Taiwan’s stock market faces technical headwinds [1]. Short and medium-term moving averages indicate a bearish trend. Resistance is expected around 21,746, the low point in March [1]. KGI suggests focusing on sectors with solid fundamentals. They recommend prioritizing those that have not broken their bullish trends [1]. This cautious stance reflects concerns about overall market conditions [GPT].
manufacturing capacity and strategic investments
TSMC’s strategic response to trade tensions involves bolstering its U.S. investments. The company plans to increase its investment in the U.S. by an additional $100 billion [1]. This move aims to mitigate risks associated with tariffs and strengthen its global manufacturing footprint [1]. These investments signal TSMC’s commitment to maintaining its leadership in the semiconductor industry. TSMC wants to ensure stable supply chains amid geopolitical uncertainties [GPT].