Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $55,930.00 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $325.89 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The stock has a market cap of $1.69 trillion, a PE ratio of 30.60, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29. The business has a fifty day simple moving average of $349.14 and a 200-day simple moving average of $312.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.36%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Broadcom comments that TSMC is hitting production capacity limits, which markets interpret as evidence of sustained demand for TSMC’s leading-edge nodes and greater pricing power for the foundry. This supports revenue visibility and margins for TSMC. TSMC Stock In Spotlight — Broadcom Exec Says Chipmaker Is Reaching Capacity Limits
• Positive Sentiment: Market narrative framing TSMC as the “AI gatekeeper” — multiple pieces highlight that backlog on advanced nodes (2nm/3nm) cements TSMC’s strategic role in the AI hardware buildout, supporting a premium multiple over the long term. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Positive Sentiment: Insider buying — a TSMC vice president disclosed a purchase of shares, a modest but visible signal of management confidence that can help sentiment. Bor‑Zen Tien Purchases 1,000 Shares of TSM
• Neutral Sentiment: Arm’s move to build an AGI CPU using TSMC’s 3nm process is a mixed signal — it generates new wafer demand (benefit for TSMC capacity utilization) but represents a shift in the competitive landscape for AI silicon over the longer term. Arm’s New Gambit: Building Chips to Challenge the AI Titans
• Neutral Sentiment: ASML’s multibillion-dollar equipment deals and industry capex signals durable, multi‑year investment in advanced nodes — positive for TSMC’s long-term demand but not an immediate revenue driver until capacity comes online. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
• Negative Sentiment: Geopolitical risk spotlight — recent coverage tying the Iran conflict to disrupted helium/energy supply chains and broader geopolitical tensions raises the perceived risk to Taiwan-based fabs, prompting risk‑off positioning and weighing on TSMC’s near-term outlook. The Iran War Puts a Spotlight on Taiwan Risk

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently made changes to their positions in the company. Quattro Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $27,000. Stephens Consulting LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 41 shares in the last quarter. Strategic Advocates LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $29,000. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on TSM. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. TD Cowen boosted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Finally, UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $391.43.

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.