TSMC Rises 0.65% on Upgraded Outlook Despite 44th Volume Rank as Samsung Emerges as Long-Term Contender

On July 30, 2025, TSMC (TSM) closed with a 0.65% gain, trading at a volume of $1.66 billion, a 27.18% decline from the prior day’s level and ranking 44th in market activity. Analyst activity highlighted renewed confidence in the semiconductor giant, with Barclays raising its price target to $275 and maintaining an “Overweight” rating. Meanwhile, Bernstein positioned Samsung as a potential long-term alternative to TSMC, underscoring competitive dynamics in the chip manufacturing sector.

Recent developments linked TSMC to strong demand in AI infrastructure. Nvidia reportedly secured a 300,000-unit order for H20 chips from TSMC, a move tied to resuming sales in China. This aligns with broader institutional interest, as firms like Federated Hermes and Geneos Wealth Management increased holdings in TSMC by double digits during the first quarter. Analysts also emphasized TSMC’s strategic role in AI-driven growth, with Susquehanna upgrading its price target to $265 and Citigroup reaffirming a “Buy” rating.

The backtested strategy of purchasing the top 500 high-volume stocks and holding for one day generated a 166.71% return from 2022 to July 30, 2025, outperforming the benchmark by 137.53 percentage points. This approach achieved a 31.89% compound annual growth rate, demonstrating the potential of volume-driven trading in capturing short-term liquidity and sentiment-driven gains across multiple equities.