Lipen Yuan, VP at TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM), bought 2,350 shares at $74.50 ($174K) on 2026-08-18, disclosed to the SEC on 2026-08-20.
VP Lipen Yuan purchased 1,000 shares of TSMC for $74,500 on August 18, signaling confidence in the company's AI capacity expansion. This buy comes amidst a recent 4% selloff, potentially offering a contrarian entry point.
TSMC is trading 13.06% below its 52-week high of $478.55 and has dropped 3.34% over the last 5 days, despite a 2.9% gain over the past 90 days.
1) TSMC Rises as 2027 Capex Forecast Reaches $85 Billion (Aug 20, 2026) — signals continued AI capacity investment. 2) TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment (Aug 20, 2026) — validates long-term growth thesis. 3) 29 other insiders bought in the last 30 days — indicates a growing cluster of insider support.
1) Short interest is low at 0.69% of float, limiting the potential for a short squeeze. 2) TSMC is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges, potentially leading to customer diversification away from TSMC (Aug 20, 2026).
Clearly above the average filing.
| # | Price | Shares | Value | % of Total |
|---|---|---|---|---|
| 1 | $73.58 | 350 | $26K | 14.8% |
| 2 | $74.50 | 1,000 | $75K | 42.8% |
| 3 | $73.77 | 1,000 | $74K | 42.4% |
| Total | $74.05 avg | 2,350 | $174K | 100% |
| Filing → |
| TSM | BUY | 2026-08-10 | $3K | — | Filing → |
| TSM | BUY | 2026-07-09 | $3K | — | Filing → |
| TSM | BUY | 2026-06-23 | $79K | — | Filing → |