April 29, 2026 – TSMC, the global semiconductor manufacturing giant, has recently announced that its subsidiary has fully divested its shares in ARM, the well – known CPU designer.
The subsidiary carried out the stock – selling operation on the 28th and 29th. It offloaded 1,117,840 shares of ARM at a price of 207.65pershare,resultinginatotaltransactionamountof231 million. This move brought TSMC a profit of over $174 million.
This latest sale marks the complete exit of TSMC from ARM’s shareholding. Previously, in March 2024, TSMC had already sold 850,000 shares of ARM at a price of 119.47pershare,withatransactionvalueof101 million.
TSMC first entered the ARM shareholding scene in 2023 when ARM went public. At that time, it purchased 0.2% of ARM’s equity at a price of 51pershare,investingatotalof100 million.
A comparison of the buying and selling prices reveals that TSMC’s investment in ARM stocks has been highly profitable. Depending on the specific selling price, the return on investment ranged from at least two – fold to as much as four – fold, clearly showing significant investment gains.
Regarding this complete divestment, TSMC stated that it was an adjustment of investment targets based on its financial investment strategy. In simpler terms, it sold the stocks to realize profits as the investment had paid off, without any other special considerations.
Recently, the semiconductor sector in the US stock market has been on a bull run, with the index rising for 18 consecutive days. The share prices of many semiconductor companies have soared, with giants like AMD and Intel seeing their stock prices increase by more than 50%. ARM’s stock price has also risen by over 45% in the past month. In this context, TSMC’s decision to take profits is a normal move.
Interestingly, ARM’s stock price dropped by 8% during the recent major adjustment in the US stock market last night. This shows that TSMC’s timing in selling the stocks was quite shrewd.
