Taiwan Semiconductor Mfg. (TSM) — What Changed
Material changes in the AI committee's view · 15 events tracked · Detected nightly
2026-07-31 MAJOR
▲ Agreement ShiftTSM'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 ChangeTSM'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 ChangeTSM's Committee conviction moved from contested to high (1 day(s) apart).
contested → high
2026-07-30 MATERIAL
▼ Agreement ShiftTSM'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 ChangeTSM'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 ShiftTSM'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 ChangeTSM'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 ChangeTSM's Committee conviction moved from moderate to contested (1 day(s) apart).
moderate → contested
2026-07-18 MATERIAL
▼ Agreement ShiftTSM'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 ChangeTSM'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 ChangeTSM moved from Buy to Watch (1 day(s) apart).
Buy → Watch
2026-07-17 MINOR
▼ Score ChangeTSM'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 ChangeTSM'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 ChangeTSM'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 ChangeTSM'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 →