Kornitzer Capital Management Inc. KS Reduces Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Kornitzer Capital Management Inc. KS decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 111,014 shares of the semiconductor company’s stock after selling 1,650 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in Taiwan Semiconductor Manufacturing were worth $31,005,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Childress Capital Advisors LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 145.3% in the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after acquiring an additional 1,891 shares during the period. Powers Advisory Group LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $240,000. Vanguard Personalized Indexing Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 9.4% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after buying an additional 8,738 shares in the last quarter. Hudson Edge Investment Partners Inc. grew its stake in Taiwan Semiconductor Manufacturing by 10.1% in the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after acquiring an additional 21,648 shares during the period. Finally, Cherokee Insurance Co purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $1,248,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on TSM. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. TD Cowen upped their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research report on Friday, January 16th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating for the company. Finally, Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $381.67.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

Shares of TSM stock opened at $332.71 on Tuesday. The stock has a 50-day simple moving average of $304.98 and a 200 day simple moving average of $278.43. The stock has a market capitalization of $1.72 trillion, a P/E ratio of 31.24, a P/E/G ratio of 0.95 and a beta of 1.29. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 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%. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI chip spending rises, implying stronger wafer demand, higher utilization and revenue concentration toward high-margin advanced nodes. This is a major demand catalyst for TSM’s 3nm/5nm capacity. Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s Maia 200 AI accelerator is built on TSMC’s 3nm process, directly increasing demand for advanced-node capacity and validating TSM’s technology leadership with hyperscalers investing in custom silicon. Microsoft’s Maia 200: The Profit Engine AI Needs
• Positive Sentiment: Taiwan’s president publicly backing more semiconductor investment in Arizona supports TSMC’s U.S. fab expansion plans, which reduces geopolitical concentration risk for customers and underpins long‑term capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Positive Sentiment: Analyst and media features (e.g., The Motley Fool) highlight sizable AI-driven revenue opportunities for TSMC and point to large order flows and sustained demand that justify aggressive capex and long-term growth expectations. Taiwan Semiconductor Just Gave Investors 56 Billion Reasons
• Neutral Sentiment: Comparative industry pieces on equipment suppliers (ASML, AMAT, LRCX) underscore broad strength across the chip supply chain — a positive backdrop for TSMC demand but not a direct company-level catalyst. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Coverage noting strong recent share-price momentum raises valuation and near-term pullback risk; investors may be trimming positions after a rally even as fundamentals improve. Monitor multiples and guidance for signs of overheating. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

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.