Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Che-Chia Wei Buys 152 Shares of Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei bought 152 shares of the stock in a transaction on Friday, August 7th. The shares were bought at an average cost of $73.31 per share, for a total transaction of $11,143.12. Following the purchase, the chief executive officer owned 17,987 shares in the company, valued at $1,318,626.97. This trade represents a 0.85% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link.

Che-Chia Wei also recently made the following trade(s):

• On Tuesday, July 7th, Che-Chia Wei bought 146 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $76.62 per share, for a total transaction of $11,186.52.
• On Friday, June 5th, Che-Chia Wei bought 150 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $76.01 per share, with a total value of $11,401.50.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $419.34 on Tuesday. The stock has a fifty day moving average price of $426.67 and a two-hundred day moving average price of $388.05. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. The firm has a market cap of $2.17 trillion, a P/E ratio of 30.26, a PEG ratio of 0.96 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Wall Street Analyst Weigh In

TSM has been the subject of several recent research reports. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday. TD Cowen raised their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Barclays increased their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $496.25.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: July revenue surged 44.7% year over year. TSMC reported approximately NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. The result exceeded the company’s full-year growth outlook and reinforces expectations that demand for AI accelerators and advanced chips remains robust. World’s biggest chipmaker TSMC’s sales surge 45% amid buoyant AI demand
• Positive Sentiment: Microsoft’s planned Maia 300 expansion could create substantial future demand. Reports indicate Microsoft is seeking significantly greater TSMC capacity for its next-generation in-house AI chips, potentially exceeding 300,000 units and eventually reaching more than one million. Packaging and component availability remain constraints, but the program highlights TSMC’s role as a key supplier to hyperscalers. Microsoft plans Maia 300 chip reveal in September
• Positive Sentiment: TSMC and Sony are planning a roughly $6.3 billion image-sensor venture in Japan. The project, expected to begin commercial production as early as 2029, could diversify TSMC’s growth beyond computing into smartphone, automotive, robotics and physical-AI applications. Sony, TSMC to spend $6.3 billion jointly make image sensors
• Positive Sentiment: Strong TSMC sales also lifted sentiment toward semiconductor-equipment suppliers, signaling potential increases in wafer-fabrication investment as the company expands advanced capacity. Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%
• Neutral Sentiment: Multiple senior TSMC executives, including the CEO, COO and CFO, reported small open-market purchases. The buying may signal management confidence, but the transactions were modest relative to the company’s market capitalization.
• Negative Sentiment: Investors appear to have already priced in exceptional AI growth. Despite the record sales increase, TSM shares have struggled for direction, suggesting the strong report was largely anticipated. The stock also trades at a comparatively demanding valuation, increasing sensitivity to any slowdown.
• Negative Sentiment: U.S. lawmakers are urging tighter controls on advanced-chip shipments to Chinese customers. Additional compliance requirements or restrictions could limit some business opportunities and increase geopolitical risk for TSMC. Key Republican urges US to stop advanced chips reaching sanctioned Chinese firms

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Twin City Private Wealth LLC grew its position in Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares during the last quarter. Graves Light Lenhart Wealth Inc. raised its stake in Taiwan Semiconductor Manufacturing by 3.4% during the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock worth $359,000 after acquiring an additional 25 shares in the last quarter. OFS Enterprise LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 4.0% in the second quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock worth $312,000 after acquiring an additional 25 shares during the last quarter. Wealthcare Capital Partners LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.0% in the 2nd quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock valued at $1,244,000 after purchasing an additional 25 shares in the last quarter. Finally, Elser Financial Planning Inc boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock valued at $516,000 after purchasing an additional 25 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

About Taiwan Semiconductor Manufacturing

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.