Tiger Global Management LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Tiger Global Management LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 49.4% during the first quarter, HoldingsChannel.com reports. The firm owned 5,565,074 shares of the semiconductor company’s stock after purchasing an additional 1,839,600 shares during the period. Taiwan Semiconductor Manufacturing makes up 8.2% of Tiger Global Management LLC’s portfolio, making the stock its 4th biggest position. Tiger Global Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,880,717,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Van Diest Capital LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 132.1% during the 1st quarter. Van Diest Capital LLC now owns 14,624 shares of the semiconductor company’s stock worth $4,942,000 after acquiring an additional 8,323 shares during the last quarter. Matrix Private Capital Group LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $1,049,000. Waverly Advisors LLC grew its position in Taiwan Semiconductor Manufacturing by 8.6% in the 1st quarter. Waverly Advisors LLC now owns 180,669 shares of the semiconductor company’s stock valued at $61,057,000 after acquiring an additional 14,382 shares during the last quarter. London Co. of Virginia increased its stake in Taiwan Semiconductor Manufacturing by 2.6% in the first quarter. London Co. of Virginia now owns 15,637 shares of the semiconductor company’s stock worth $5,285,000 after purchasing an additional 396 shares during the period. Finally, Unisphere Establishment increased its stake in Taiwan Semiconductor Manufacturing by 18.8% in the first quarter. Unisphere Establishment now owns 61,900 shares of the semiconductor company’s stock worth $20,919,000 after purchasing an additional 9,800 shares during the period. Institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the subject of a number of recent analyst reports. Bank of America boosted their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. DA Davidson raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $490.00.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported record AI-driven earnings, with strong margins and guidance, and raised its 2026 revenue growth outlook to above 40%, reinforcing that demand for advanced chips remains robust. Article Title
• Positive Sentiment: The company committed another $100 billion to U.S. chipmaking, signaling confidence in long-term AI chip demand and expanding its strategic footprint in America. Article Title
• Positive Sentiment: Analysts and market commentary continue to highlight TSMC as a key beneficiary of the AI infrastructure buildout, with pricing power and demand for 2-nanometer technology supporting the bullish case. Article Title
• Neutral Sentiment: TSMC’s planned price increases for 2027 suggest strong pricing power, but the move is also fueling debate about whether AI chip customers can absorb higher costs. Article Title
• Neutral Sentiment: Broader semiconductor stocks are pulling back after a strong 2026 run as investors take profits and reassess valuations following the AI-fueled rally. Article Title
• Negative Sentiment: Intel’s strong earnings were overshadowed by its higher 2026 capital spending plans, adding to concerns that the AI buildout may require heavier spending across the chip sector and pressuring sentiment on semiconductor stocks. Article Title

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Shares of NYSE TSM opened at $403.18 on Friday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The business has a fifty day simple moving average of $427.67 and a two-hundred day simple moving average of $381.72. The firm has a market cap of $2.09 trillion, a PE ratio of 29.09, a price-to-earnings-growth ratio of 0.93 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The business had revenue of $39.89 billion during the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Monday, June 29th. The shares were acquired at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the transaction, the vice president directly owned 12,051 shares in the company, valued at approximately $923,588.64. This trade represents a 9.05% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired a total of 6,857 shares of company stock valued at $512,334 over the last three months. 1.11% of the stock is owned by company insiders.

Taiwan Semiconductor Manufacturing 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.