Jensen Investment Management Inc. Purchases 1,782 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jensen Investment Management Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 19,120 shares of the semiconductor company’s stock after purchasing an additional 1,782 shares during the quarter. Jensen Investment Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $5,340,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Ignite Planners LLC raised its position in Taiwan Semiconductor Manufacturing by 4.7% in the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock worth $627,000 after purchasing an additional 116 shares during the period. Pzena Investment Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 2.5% in the second quarter. Pzena Investment Management LLC now owns 42,551 shares of the semiconductor company’s stock worth $9,637,000 after purchasing an additional 1,030 shares during the last quarter. Yousif Capital Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 10.0% during the second quarter. Yousif Capital Management LLC now owns 44,544 shares of the semiconductor company’s stock valued at $10,089,000 after buying an additional 4,049 shares during the period. Finally, Vest Financial LLC boosted its position in Taiwan Semiconductor Manufacturing by 14.9% during the second quarter. Vest Financial LLC now owns 18,886 shares of the semiconductor company’s stock valued at $4,277,000 after buying an additional 2,443 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: January revenue hit a company record (NT$401.26B / $12.7B), up ~37% year-over-year and ~20% month-over-month, confirming persistent AI demand and driving the stock to fresh highs. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: CEO C.C. Wei framed the numbers as further evidence that AI adoption is accelerating, a message that reassures major customers (e.g., Nvidia) and supports continued order flow for advanced nodes. Taiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: TSMC’s dominant share in contract manufacturing (reported ~71% global share and >90% of advanced AI chips) gives it pricing power and a near-monopoly on cutting-edge AI capacity—supporting margin durability and premium valuation. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: The board approved large 2026 capex plans, dividend and bonus payouts after strong 2025 results, and a TSMC Global Ltd. move clearing the way for up to US$30B in capital increase — actions that signal financial strength and support expansion. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Neutral Sentiment: U.S. officials are considering carve-outs from proposed chip tariffs tied to TSMC’s U.S. investment commitments — this could reduce tariff risk for TSMC but links benefits to future U.S. capex and political outcomes. US plans Big Tech carve-out from next wave of chip tariffs
• Negative Sentiment: Industry leaders warn TSMC likely must roughly double capacity to meet surging AI demand — that raises execution risk, multi-year capex needs and potential longer lead times that could pressure margins or delay revenue recognition. TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Negative Sentiment: After the rally (stock up strongly Y/Y), analysts and outlets are flagging valuation and whether upside is limited from current levels; investors should weigh stretched multiples against continued revenue and profit expansion. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Three equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Trading Up 1.9%

NYSE TSM opened at $362.01 on Wednesday. The stock has a market cap of $1.88 trillion, a P/E ratio of 33.99, a price-to-earnings-growth ratio of 0.99 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $364.76. The stock has a 50 day simple moving average of $317.26 and a two-hundred day simple moving average of $286.39. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The firm had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

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.