Advanced-node semiconductor foundry
Advanced-node foundry chokepoint for AI silicon where Sawse tracks SEC filings, capacity buildout, capex cycle pressure, customer concentration across NVIDIA, Apple, AMD and other chip designers, and the geopolitical overlay around Taiwan-based manufacturing.
Signal summary
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Regulatory filing quality and event signal from SEC disclosures
Measures the intensity of SEC filing patterns.
Watch signal. Context matters more than the headline number.
6-K filing - foreign private issuer report (driver weight: 4) · 6-K filing - foreign private issuer report (driver weight: 4)
Net insider buying/selling pattern and cluster activity
Measures unusual Form 4 activity patterns.
Active signal. Useful for prioritizing research.
1 insider transaction cluster · 17 Form 4 transactions
Directional signal from recent SEC event categorizations
Measures recent material disclosure activity.
High signal. Review the underlying source records before interpreting.
12 recent SEC filings · 8 fresh source updates
Delayed quote
Session timestamp: May 18, 2026, 9:30 PM
| Metric | Value | Period |
|---|---|---|
| Revenue | 2894.31B TWD | Dec 31, 2024 |
| Net income | 1157.52B TWD | Dec 31, 2024 |
| Operating income | 1322.05B TWD | Dec 31, 2024 |
Risk Factor Watch
Risk-factor comparison has not run for this ticker yet.
| Insider | Role | Direction | Shares | Dollar value | Date |
|---|---|---|---|---|---|
| Huang Jen-Chau | SVP and CFO, officer | Buy | 30 | $2.15K | May 8, 2026 |
| Wei Che-Chia | Chairman and CEO, director, officer | Buy | 160 | $11.49K | May 8, 2026 |
| Hsu Kuo-Chin | VP, officer | Buy | 56 | $4.02K | May 8, 2026 |
| Lin Chris Horng-Dar | VP and CIO, officer | Buy | 49 | $3.52K | May 8, 2026 |
| Lin Shyue-Shyh | VP, officer | Buy | 48 | $3.45K | May 8, 2026 |
| Liaw Yung-Haw | VP, officer | Buy | 53 | $3.81K | May 8, 2026 |
| Lu Lee-Chung | VP, officer | Buy | 54 | $3.88K | May 8, 2026 |
| Mii Yuh-Jier | EVP and Co-COO, officer | Buy | 75 | $5.39K | May 8, 2026 |
| Wang Ying-Lang | SVP, officer | Buy | 57 | $4.09K | May 8, 2026 |
| Wu Shien-Yang | SVP, officer | Buy | 60 | $4.31K | May 8, 2026 |
| Tien Bor-Zen | VP, officer | Buy | 44 | $3.16K | May 8, 2026 |
| Tien Bor-Zen | VP, officer | Buy | 7 | $502.74 | May 8, 2026 |
No 13F institutional holding records yet. SEC reporting lag: up to 45 days after quarter end.
Semiconductor foundry
Extracted values are tied to SEC filings and licensed source inputs. Where source disclosures are incomplete, fields remain blank rather than estimated from unrelated inputs.
No related Sawse research is attached to TSM yet.
| Ticker | Category | Revenue | Filing | Insider | Event |
|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Company Limited | Advanced-node semiconductor foundry | 2894.31B | 48 | 50 | 100 |
| ASMLASML Holding N.V. | Semiconductor equipment and EUV lithography | 32.67B | 24 | — | 70 |
Market cap, YTD return, and P/E appear once quote and historical pricing records are available for public display.