Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Reduced by Guinness Atkinson Asset Management Inc

Guinness Atkinson Asset Management Inc lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 30,725 shares of the semiconductor company’s stock after selling 4,186 shares during the period. Taiwan Semiconductor Manufacturing makes up 4.4% of Guinness Atkinson Asset Management Inc’s investment portfolio, making the stock its largest position. Guinness Atkinson Asset Management Inc’s holdings in Taiwan Semiconductor Manufacturing were worth $9,246,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Oak Harvest Investment Services raised its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after buying an additional 31 shares during the period. Falcon Wealth Planning boosted its stake in Taiwan Semiconductor Manufacturing by 4.4% during the fourth quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company’s stock worth $237,000 after buying an additional 33 shares during the period. Drive Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 0.7% during the fourth quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company’s stock valued at $1,522,000 after acquiring an additional 33 shares during the last quarter. Sovereign Financial Group Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock valued at $241,000 after acquiring an additional 34 shares during the period. Finally, Avion Wealth raised its stake in shares of Taiwan Semiconductor Manufacturing by 10.8% in the 4th quarter. Avion Wealth now owns 349 shares of the semiconductor company’s stock valued at $106,000 after acquiring an additional 34 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC said rising AI power consumption is becoming a key design constraint, reinforcing demand for more advanced, energy-efficient chips and highlighting the company’s relevance in next-generation AI hardware. TSMC Puts AI Power Constraints At Center Of Future Chip Strategy
• Positive Sentiment: Reports that TSMC may raise 3nm process prices by up to 15% in the second half of the year suggest improving pricing power and potentially stronger margins. Report: TSMC to Raise 3nm Process Prices
• Positive Sentiment: Coverage noting TSMC’s strong quarterly results, raised 2026 revenue guidance above 30%, and higher capital spending expectations continues to support the bullish case for AI-driven growth. Taiwan Semiconductor Stock Nearing 52-Week High
• Positive Sentiment: Analyst-style comparisons against peers such as Broadcom and ASML kept TSMC in the spotlight as one of the strongest semiconductor names near record levels. TSM vs Broadcom: Both Nearing 52-Week High
• Neutral Sentiment: MediaTek’s support for both TSMC and Intel advanced packaging technologies was more of an industry development than a direct catalyst for TSMC shares. MediaTek says it supports both TSMC and Intel advanced packaging technologies
• Neutral Sentiment: Broader articles comparing TSMC with ASML or discussing “the best semi stock to buy” mainly reflect continuing investor interest in the sector rather than a new company-specific development. ASML vs. TSMC: Better Semi Stock to Buy Right Now?
• Negative Sentiment: Comments that AI energy use is becoming a limiting factor could eventually pressure chip growth assumptions if power constraints slow deployment or raise infrastructure costs, though the near-term read-through is mixed. Energy use forcing rethink of AI chip design, TSMC says

Taiwan Semiconductor Manufacturing Trading Down 1.3%

NYSE TSM opened at $419.28 on Friday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The firm has a market cap of $2.17 trillion, a price-to-earnings ratio of 34.88, a PEG ratio of 1.22 and a beta of 1.39. The firm has a 50 day simple moving average of $378.24 and a 200-day simple moving average of $342.57. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $190.56 and a one year high of $430.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders bought 3,346 shares of company stock worth $218,005. Insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on TSM shares. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. DA Davidson restated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Finally, Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $404.29.

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.