Slow Capital Inc. Buys 2,223 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Slow Capital Inc. raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,732 shares of the semiconductor company’s stock after purchasing an additional 2,223 shares during the period. Slow Capital Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $3,281,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in TSM. Childress Capital Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 145.3% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after acquiring an additional 1,891 shares in the last quarter. Powers Advisory Group LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $240,000. Hudson Edge Investment Partners Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 10.1% during the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after purchasing an additional 21,648 shares in the last quarter. Cherokee Insurance Co purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $1,248,000. Finally, Dupont Capital Management Corp grew its position in Taiwan Semiconductor Manufacturing by 11.6% in the 2nd quarter. Dupont Capital Management Corp now owns 89,303 shares of the semiconductor company’s stock worth $20,226,000 after purchasing an additional 9,247 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Blowout earnings and huge CapEx guidance (TSMC raised 2026 spending substantially to expand AI capacity), validating sustained AI-chip demand. Who Are the Biggest Winners from Taiwan Semiconductor Manufacturing’s Blowout Quarterly Report?
• Positive Sentiment: U.S. capacity push — TSMC is buying more land in Arizona and fast-tracking fabs, reducing some trade-risk exposure and signaling long-term revenue diversification. TSMC Buys More Arizona Land, Fast-Tracks Fabs
• Positive Sentiment: Big-name investors and analyst bullishness — notable buys (e.g., Cathie Wood) and raised price targets are reinforcing investor confidence. Cathie Wood Makes a $1.9M Bet on TSMC After Robust Q4 Earnings. What Wall Street Is Saying
• Neutral Sentiment: Market narrative shift — analysts and press now treat TSMC as AI infrastructure (not cyclical), supporting higher multiples but raising expectations. Why Is Taiwan Semiconductor Stock Surging?
• Neutral Sentiment: Sector ripple effects: customers (NVIDIA) and equipment suppliers (ASML) are expected to benefit, which can amplify TSMC’s growth story but also concentrate industry exposure. Who Are the Biggest Winners from Taiwan Semiconductor Manufacturing’s Blowout Quarterly Report?
• Negative Sentiment: Geopolitical and supply-chain risk remain: U.S.-Taiwan initiatives help, but core capacity and supply concentration in Taiwan still present geopolitical vulnerability. What the U.S.-Taiwan deal means for the island’s ‘silicon shield’
• Negative Sentiment: Very large CapEx creates execution and ROI risk — the $52–56B spending cycle supports growth but raises near-term capital intensity and execution demands. Here’s What Analysts Are Saying About Taiwan Semiconductor Manufacturing (TSM) Post Earnings

Wall Street Analysts Forecast Growth

Several research firms have commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday. Cowen reiterated a “hold” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Eight research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $342.37 on Tuesday. The firm has a market capitalization of $1.77 trillion, a PE ratio of 32.15, a P/E/G ratio of 0.71 and a beta of 1.29. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The company has a 50-day moving average price of $300.62 and a two-hundred day moving average price of $274.95. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The company had revenue of $32.50 billion for the quarter. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.