TSMC Completes Exit from Arm with $231M Share Sale

ARMARM

TSMC’s subsidiary sold 1.11 million Arm shares at $207.65 apiece for $231 million, triggering a $174 million charge to retained earnings. This completes TSMC’s exit from Arm after prior 2024 sales of 850,000 shares at $119.47, leaving the chipmaker with no remaining stake.

1. Sale Details

TSMC Partners sold 1.11 million Arm shares from April 28 to 29 at $207.65 each, generating about $231 million in proceeds and completing the divestment.

2. Financial Impact

The transaction led to a $174 million hit to retained earnings, marking the end of any Arm equity on TSMC’s balance sheet.

3. Investment History

TSMC initially invested roughly $100 million at $51 per share during Arm’s 2023 IPO and sold 850,000 shares in 2024 at $119.47 each for about $102 million.

4. Market Response

Arm shares fell nearly 8% following the announcement, reflecting investor reaction to the complete exit by a major strategic investor.

Sources

DF