Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lifted by North of South Capital LLP

North of South Capital LLP grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 456,345 shares of the semiconductor company’s stock after buying an additional 10,748 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 12.2% of North of South Capital LLP’s investment portfolio, making the stock its 3rd largest position. North of South Capital LLP’s holdings in Taiwan Semiconductor Manufacturing were worth $127,453,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. 1248 Management LLC bought a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at approximately $28,000. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth $32,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. Mid American Wealth Advisory Group Inc. purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $33,000. Finally, First Command Advisory Services Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Seeking Alpha publishes a bullish case and a $358 target, arguing TSMC is the “ultimate AI infrastructure” play — cites 2nm rollout, packaging (CoWoS) capacity gains and pricing power as drivers of higher revenue and margins. Taiwan Semiconductor: The Ultimate AI Infrastructure Play With A $358 Target And +18% Upside
• Positive Sentiment: Goldman Sachs raised its price target (reported across outlets), citing stronger-than-expected AI infrastructure demand and boosting investor confidence that TSMC can repeat outsized returns. Goldman Sachs stuns with Taiwan Semiconductor stock price target
• Positive Sentiment: MarketBeat/other coverage frames TSMC as the “AI gatekeeper” — emphasizing >90% share in advanced nodes, recent price increases on advanced nodes (3–10%) and capacity targets (ramping 2nm/3nm and packaging), which support margin resilience and justify a premium multiple. Taiwan Semiconductor: The $1.65 Trillion AI Gatekeeper
• Positive Sentiment: Reports highlight a possible major demand tailwind: if NVIDIA is allowed to sell H200 GPUs into China, TSMC could see meaningful incremental wafer orders to make those chips — Reuters/MarketBeat coverage suggests this is a multiyear opportunity if approvals hold. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally
• Positive Sentiment: Regulatory/operational risk eased: TSMC secured a one‑year U.S. export license to keep importing American chipmaking equipment for its China operations — this preserves production capability and reduces near‑term supply risk. Why Is Taiwan Semiconductor Stock Gaining Tuesday?
• Positive Sentiment: Analyst sentiment is bullish overall — MarketBeat/AmericanBankingNews note a consensus “Buy” from covering brokers, supporting continued investor interest. TSMC Given Consensus Rating of “Buy” by Analysts
• Neutral Sentiment: TSMC named a new treasurer for its Arizona unit as U.S. operations expand — an operational/organizational update that supports execution of the Arizona gigafab program but is not an immediate earnings catalyst. TSMC Arizona Names New Treasurer as US Operations Expand
• Neutral Sentiment: Options activity has surged, signaling speculative and institutional positioning that can amplify short-term moves but adds volatility risk. Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
• Negative Sentiment: Policy and approval uncertainty remains: NVIDIA sales into China and export licenses require ongoing government approvals — these can be reversed or restricted, which would remove a significant potential demand stream. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally

Taiwan Semiconductor Manufacturing Stock Up 1.5%

TSM stock opened at $327.22 on Wednesday. The stock has a market capitalization of $1.69 trillion, a P/E ratio of 33.56, a P/E/G ratio of 0.92 and a beta of 1.29. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $333.08. The business has a fifty day moving average price of $294.52 and a 200-day moving average price of $268.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.74%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on TSM. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Finally, Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Eight research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $355.00.

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.