Mirova Buys Shares of 1,642 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mirova bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 3rd quarter, HoldingsChannel reports. The institutional investor bought 1,642 shares of the semiconductor company’s stock, valued at approximately $459,000.

A number of other hedge funds also recently bought and sold shares of TSM. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $32,000. Cedar Wealth Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 64 shares in the last quarter. Fairman Group LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares in the last quarter. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Finally, Delta Asset Management LLC TN grew its holdings in shares of Taiwan Semiconductor Manufacturing by 50.0% in the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock worth $42,000 after purchasing an additional 50 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: New industry data highlights TSMC’s dominance — the company is reported to hold roughly 72% of the global chip market and is positioned to benefit from record-high AI demand, supporting revenue visibility and long-term growth prospects. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: Some analysts and commentators view the recent pullback as a buying opportunity after a roughly 13% correction, arguing TSM’s fundamentals and AI exposure make dips attractive for long-term investors. TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction
• Positive Sentiment: Options activity shows heavy call buying on TSM, signaling some investors are placing bullish bets on near-term upside or further recovery. This can provide short-term support for the stock. Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Market commentary highlights trading strategies (e.g., selling puts) and income-focused approaches for capturing yield while targeting TSM at lower prices — useful tactical ideas but not company fundamentals. TSM Stock: Why Selling Puts Is The Win-Win Play
• Neutral Sentiment: Coverage continues to debate valuation vs. growth: some outlets emphasize TSMC’s outperformance and AI tailwinds, while others flag rich multiples — this keeps sentiment mixed and can amplify volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Share Performance And Valuation Debate
• Negative Sentiment: Competitive risk: multiple pieces contrast TSMC with NVIDIA and other AI chip players, arguing NVIDIA offers faster growth and may be the better trade today — this comparison pressures sentiment and can divert capital away from TSM. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Negative Sentiment: Customer concentration / strategic loss: reports that Tesla selected an alternative to TSMC for some chips (building an in-house/sovereign chain) raise concerns about large customers pursuing vertical integration, which could dent future wafer demand. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain
• Negative Sentiment: Geopolitical / supply-risk concerns (e.g., helium shortages and regional tensions) are repeatedly flagged as tail risks that could disrupt TSMC’s fabs or logistics, adding a risk premium to the stock. Nvidia, TSMC Are Dangerously Exposed To A Hidden War Risk (Hint: Not Oil)

Taiwan Semiconductor Manufacturing Stock Down 1.9%

Shares of TSM opened at $339.56 on Thursday. The firm has a market cap of $1.76 trillion, a P/E ratio of 31.88, a price-to-earnings-growth ratio of 0.95 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20. The firm’s 50-day simple moving average is $348.15 and its 200 day simple moving average is $308.21.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The company had revenue of $30.65 billion during the quarter. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.36%.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Three analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $391.43.

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.