MQS Management LLC Invests $772,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MQS Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, Holdings Channel reports. The firm purchased 2,765 shares of the semiconductor company’s stock, valued at approximately $772,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth $32,000. Fairman Group LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 89 shares in the last quarter. Resources Management Corp CT ADV purchased a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth about $33,000. Finally, Delta Asset Management LLC TN grew its holdings in Taiwan Semiconductor Manufacturing by 50.0% during the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock worth $42,000 after acquiring an additional 50 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $362.01 on Wednesday. The company has a 50 day moving average of $317.26 and a two-hundred day moving average of $286.39. 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 twelve month low of $134.25 and a twelve month high of $364.76. The company has a market cap of $1.88 trillion, a price-to-earnings ratio of 33.99, a price-to-earnings-growth ratio of 0.99 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The business 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%. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. TD Cowen upped their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Three equities research 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing News Summary

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

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.