Taiwan Semiconductor Mfg. (TSM) — What Changed

Material changes in the AI committee's view · 15 events tracked · Detected nightly

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2026-07-31 MAJOR
▲ Agreement Shift

TSM's Committee agreement moved from 42.90% to 85.70% (+42.80pp, 1 day(s) apart).

42.90 → 85.70 (+42.8)

2026-07-31 MINOR
▼ Score Change

TSM's Committee score moved from 57.88 to 57.00 (-0.88, 1 day(s) apart).

57.88 → 57.00 (-0.9)

2026-07-31 MAJOR
— Conviction Change

TSM's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-30 MATERIAL
▼ Agreement Shift

TSM's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-30 MINOR
▼ Score Change

TSM's Committee score moved from 60.02 to 57.88 (-2.14, 1 day(s) apart).

60.02 → 57.88 (-2.1)

2026-07-28 MATERIAL
▼ Agreement Shift

TSM's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-28 MINOR
▼ Score Change

TSM's Committee score moved from 61.14 to 60.02 (-1.12, 1 day(s) apart).

61.14 → 60.02 (-1.1)

2026-07-28 MATERIAL
— Conviction Change

TSM's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-18 MATERIAL
▼ Agreement Shift

TSM's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-18 MINOR
▼ Score Change

TSM's Committee score moved from 61.76 to 58.59 (-3.17, 1 day(s) apart).

61.76 → 58.59 (-3.2)

2026-07-18 MAJOR
— Rating Change

TSM moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-17 MINOR
▼ Score Change

TSM's Committee score moved from 63.99 to 61.76 (-2.23, 1 day(s) apart).

63.99 → 61.76 (-2.2)

2026-07-16 MINOR
▼ Score Change

TSM's Committee score moved from 64.60 to 63.99 (-0.61, 1 day(s) apart).

64.60 → 63.99 (-0.6)

2026-07-15 MINOR
▲ Score Change

TSM's Committee score moved from 64.30 to 64.60 (+0.30, 1 day(s) apart).

64.30 → 64.60 (+0.3)

2026-07-14 MINOR
▼ Score Change

TSM's Committee score moved from 68.39 to 64.30 (-4.09, 1 day(s) apart).

68.39 → 64.30 (-4.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →