Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cibc World Market Inc.

Cibc World Market Inc. cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,218,532 shares of the semiconductor company’s stock after selling 2,621 shares during the quarter. Cibc World Market Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $340,324,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Westfuller Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares in the last quarter. BankPlus Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after purchasing an additional 35 shares in the last quarter. Bank of Jackson Hole Trust raised its stake in Taiwan Semiconductor Manufacturing by 7.5% in the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after purchasing an additional 35 shares during the last quarter. Catalyst Private Wealth LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.8% in the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after purchasing an additional 38 shares in the last quarter. Finally, Venture Visionary Partners LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after purchasing an additional 39 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: January revenue jumped ~37% Y/Y to NT$401.26B, the highest monthly sales on record — clear evidence AI demand is accelerating and supports upside for near-term earnings and pricing power. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: TSMC’s board backed large 2026 capex plans plus increased dividend/bonus distributions after strong 2025 results — supports investor confidence and indicates management expects sustained demand. TSMC Board Backs Massive 2026 Capex, Dividend and Bonus Payouts After Strong 2025 Results
• Positive Sentiment: Wholly owned subsidiary TSMC Global cleared steps to raise up to US$30B in capital — strengthens funding flexibility for fabs and capex without diluting the parent. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Positive Sentiment: U.S. officials are reportedly considering carve-outs from upcoming chip tariffs tied to firms’ U.S. investment commitments — a potential tailwind if TSMC’s U.S. expansion receives preferential treatment. US plans Big Tech carve-out from next wave of chip tariffs
• Neutral Sentiment: TSMC is expanding fabs overseas (e.g., Arizona) but Taiwan policymakers are setting limits on how much capacity moves — this reduces geopolitical risk for customers but may complicate global capacity planning. TSMC (TSM) Expands in Arizona, but Taiwan Draws Limits on U.S. Chip Shift
• Neutral Sentiment: Analysts and outlets are reassessing valuation after the rally — momentum is strong but the stock now trades at premium multiples, so upside depends on execution and margin preservation. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains
• Negative Sentiment: Industry leaders warn TSMC may need to roughly double capacity to meet AI demand — implies years of heavy capex, execution risk and potential supply bottlenecks that could pressure margins or delay deliveries. TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Negative Sentiment: Taiwan’s pushback on a large-scale U.S. shift of chipmaking could keep advanced fabs concentrated in Taiwan — a geopolitical concentration risk investors must price in. ‘Impossible!’: Taiwan slams the brakes on US demands for 40% chip shift

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $362.01 on Wednesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The company has a market capitalization of $1.88 trillion, a PE ratio of 33.99, a price-to-earnings-growth ratio of 0.99 and a beta of 1.31. The firm’s 50-day moving average is $317.26 and its two-hundred day moving average is $286.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $364.76.

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

About Taiwan Semiconductor Manufacturing

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.