Western Wealth Management LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Western Wealth Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 27.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 27,954 shares of the semiconductor company’s stock after purchasing an additional 6,013 shares during the period. Western Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,447,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. McIlrath & Eck LLC lifted its stake in Taiwan Semiconductor Manufacturing by 32.8% in the first quarter. McIlrath & Eck LLC now owns 867 shares of the semiconductor company’s stock worth $293,000 after purchasing an additional 214 shares during the last quarter. Ariadne Wealth Management LP boosted its position in Taiwan Semiconductor Manufacturing by 3.5% during the first quarter. Ariadne Wealth Management LP now owns 2,814 shares of the semiconductor company’s stock valued at $954,000 after buying an additional 94 shares during the period. Hamilton Wealth LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 202.5% during the first quarter. Hamilton Wealth LLC now owns 125,103 shares of the semiconductor company’s stock valued at $42,279,000 after buying an additional 83,743 shares during the last quarter. Anson Funds Management LP grew its stake in shares of Taiwan Semiconductor Manufacturing by 285.7% during the first quarter. Anson Funds Management LP now owns 13,500 shares of the semiconductor company’s stock valued at $4,562,000 after buying an additional 10,000 shares during the last quarter. Finally, Oddo BHF Asset Management Sas increased its holdings in shares of Taiwan Semiconductor Manufacturing by 53.9% in the first quarter. Oddo BHF Asset Management Sas now owns 27,352 shares of the semiconductor company’s stock worth $9,244,000 after buying an additional 9,585 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Bank of America raised their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research note on Monday. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Finally, TD Cowen increased their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $496.25.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Microsoft’s improving cloud performance and ongoing AI infrastructure expansion helped restore confidence in chip demand, lifting TSMC and other semiconductor stocks after a five-session decline. TSMC Stock Jumps as Microsoft Revives AI-Chip Trade
• Positive Sentiment: TSMC’s move into advanced AI-chip packaging technology highlighted its ability to capture more value from the AI supply chain and helped boost sentiment across the industry. TSMC’s Next AI Chip Move
• Positive Sentiment: Erste Group raised its TSMC earnings forecasts to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027, above the current-year consensus of $16.34. The revisions reinforce expectations for sustained AI and high-performance-computing demand.
• Positive Sentiment: Analyst commentary continues to favor TSMC over ASML on valuation, performance and sentiment, while insider purchases by company vice presidents provide a modest additional confidence signal. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
• Neutral Sentiment: Amkor’s 10-year agreement to support TSMC’s advanced-packaging operations in Arizona could strengthen the company’s U.S. manufacturing ecosystem and supply-chain flexibility. Amkor Lands 10-Year TSMC Arizona Deal
• Negative Sentiment: Samsung’s proposed partnership with Broadcom, reportedly valued at more than $200 billion, represents a long-term effort to challenge TSMC’s dominance in AI foundry and advanced packaging services. Samsung’s Broadcom Deal Challenges TSMC
• Negative Sentiment: Investors remain concerned about China-related equipment restrictions, the sustainability of AI spending and broader technology-sector volatility. Those concerns contributed to the previous session’s decline despite TSMC’s strong profits. TSMC Faces Questions Over China Tools and AI Spending

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Tuesday, July 28th. The stock was acquired at an average price of $67.97 per share, for a total transaction of $67,970.00. Following the acquisition, the vice president owned 5,000 shares in the company, valued at $339,850. This represents a 25.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Shyue-Shyh Lin acquired 1,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The stock was acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the transaction, the vice president owned 30,269 shares in the company, valued at approximately $2,243,840.97. The trade was a 3.42% increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders have acquired 15,857 shares of company stock worth $1,167,094. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $404.18 on Friday. The stock has a market capitalization of $2.10 trillion, a price-to-earnings ratio of 29.16, a PEG ratio of 0.86 and a beta of 1.36. The firm’s 50-day moving average price is $427.14 and its two-hundred day moving average price is $384.13. The company has a current ratio of 2.46, a quick ratio of 2.31 and a debt-to-equity ratio of 0.13. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

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.