WCM Investment Management LLC Has $2.76 Billion Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

WCM Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,090,519 shares of the semiconductor company’s stock after buying an additional 31,860 shares during the period. Taiwan Semiconductor Manufacturing makes up 5.7% of WCM Investment Management LLC’s holdings, making the stock its 3rd biggest position. WCM Investment Management LLC owned 0.19% of Taiwan Semiconductor Manufacturing worth $2,757,033,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth $32,000. Fairman Group LLC grew its position in Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after acquiring an additional 89 shares during the last quarter. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $33,000. Finally, Navigoe LLC bought a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at about $42,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 3.3%

TSM opened at $341.37 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $351.33. The company has a fifty day moving average of $310.86 and a 200-day moving average of $282.04. The stock has a market cap of $1.77 trillion, a PE ratio of 32.05, a price-to-earnings-growth ratio of 0.93 and a beta of 1.31. 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 (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion for the quarter. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid 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 yield of 1.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: MSN reports TSMC’s forward-looking comments have sparked expectations of a long-term AI boom, reinforcing investor confidence in sustained demand for cutting-edge nodes and capacity. MSN article
• Positive Sentiment: 24/7 Wall St. highlights TSMC (alongside Broadcom) as a major beneficiary of the custom AI chip boom—underscoring that foundry share gains from bespoke AI ASICs should translate into higher revenue and pricing power. 24/7 Wall St. article
• Positive Sentiment: The Motley Fool includes TSMC among top stocks to buy for 2026, noting the company sits at the heart of AI infrastructure—supporting durable demand visibility from hyperscalers and AI chip designers. Fool article
• Positive Sentiment: Another Fool piece points to a multi-year AI spending surge, reiterating TSMC’s role as the primary supplier for advanced datacenter chips (benefit: steady capacity utilization and pricing leverage). Fool article
• Positive Sentiment: Fool’s profile of TSMC as a long-term AI winner emphasizes that as AI ASICs proliferate, TSMC’s technology leadership and customer roster (NVIDIA, Apple, Broadcom, etc.) position it to capture rising industry margins. Fool article
• Positive Sentiment: InvestorPlace mentions TSMC as an overlooked infrastructure play for investors who missed Nvidia—supporting the narrative that TSMC offers exposure to AI demand with diversified customer risk. InvestorPlace article
• Positive Sentiment: Fool’s “safety net” piece frames TSMC as a lower-volatility way to play AI infrastructure spending—useful for investors worried the AI hype is overheating. Fool article

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Finally, Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $381.67.

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.