Bedell Frazier Investment Counselling LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bedell Frazier Investment Counselling LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 13,054 shares of the semiconductor company’s stock, valued at approximately $3,646,000.

Several other hedge funds have also recently added to or reduced their stakes in TSM. Westfuller Advisors LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after buying an additional 34 shares in the last quarter. BankPlus Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after acquiring an additional 35 shares during the last quarter. Bank of Jackson Hole Trust grew its stake in Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after acquiring an additional 35 shares in the last quarter. New Millennium Group LLC raised its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after acquiring an additional 35 shares during the last quarter. Finally, Empirical Asset Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 1.8% in the 3rd quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company’s stock worth $561,000 after purchasing an additional 36 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $374.48 on Friday. The firm has a market cap of $1.94 trillion, a PE ratio of 35.16, a price-to-earnings-growth ratio of 1.05 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 Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20. The business’s fifty day simple moving average is $337.40 and its 200-day simple moving average is $298.03.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Apple confirmed it will buy more than 100 million advanced chips from TSM’s Arizona facility, a large, near‑term revenue and capacity-visibility win that validates TSM’s U.S. fab strategy and long-term customer demand. Apple to Purchase 100M Chips from Taiwan Semiconductor Manufacturing (TSM) Arizona Facility
• Positive Sentiment: ASML says its high‑NA EUV tools are ready for mass production — this accelerator in lithography technology lowers a key manufacturing constraint for next‑generation AI chips and supports TSM’s ability to scale advanced-node capacity. ASML Says High-NA EUV Tools Ready for Mass Production
• Positive Sentiment: Hyperscalers plan to spend roughly $700 billion on AI infrastructure this year — a macro demand tailwind that should lift orders for advanced logic and AI accelerators that TSM manufactures. Hyperscalers Plan to Spend $700 Billion on AI This Year. These 2 Stocks Are the Biggest Beneficiaries.
• Positive Sentiment: TSM reported the quarter with $3.11 EPS and $30.65B revenue, showing strong margins and ROE — results that underpin analyst confidence and institutional buying cited in recent filings. Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Market commentary comparing Nvidia and TSM frames TSM as a long-term play on foundry exposure versus Nvidia’s pure-play AI GPU story — useful for portfolio positioning but not an immediate catalyst. Better Semiconductor Stock: Nvidia vs. TSMC
• Negative Sentiment: Geopolitical coverage highlights concentration risk: analysts warn that Taiwan’s central role in advanced chipmaking (and TSM’s footprint there) creates a systemic risk that could sharply disrupt supply and re‑rate multiples if tensions escalate. Washington’s Nightmare: Why America’s AI Future Is Stuck On A Small Island Near China
• Negative Sentiment: Near-term macro/legal/market headwinds: futures weakness on renewed AI fears and analyst notes about rich valuation after TSM’s sharp run create downside risk for the stock despite strong fundamentals. Dow Jones Futures Fall, S&P 500 To Test Support On AI Fears; Block, Netflix, Applied Opto Lead Big Movers

Analyst Upgrades and Downgrades

TSM has been the subject of a number of analyst reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Finally, Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Four investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $391.43.

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.