Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Increased by Vise Technologies Inc.

Vise Technologies Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 116,445 shares of the semiconductor company’s stock after acquiring an additional 9,126 shares during the period. Vise Technologies Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $53,121,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Tiger Global Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Fundsmith LLP purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $548,465,000. Assenagon Asset Management S.A. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $490,461,000. Perseverance Asset Management International boosted its holdings in Taiwan Semiconductor Manufacturing by 1,453.9% during the first quarter. Perseverance Asset Management International now owns 446,505 shares of the semiconductor company’s stock valued at $150,896,000 after purchasing an additional 417,771 shares in the last quarter. Finally, DJE Kapital AG bought a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $118,389,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC continues to benefit from its position as the world’s leading advanced-chip foundry. Its revenue has consistently exceeded Applied Materials’ over the past eight quarters and has shown a steadier upward trend, supporting the view that demand for leading-edge processors remains strong. Applied Materials vs. Taiwan Semiconductor Manufacturing
• Positive Sentiment: Long-term investor articles continue to identify TSMC as a potential multibagger because of its exposure to AI accelerators, advanced manufacturing and sustained customer demand. The thesis assumes that earnings and cash flow can continue compounding through 2030. What a $10,000 Investment in TSMC Stock Will Be Worth by 2030
• Positive Sentiment: Bell Global Equities Fund continues to hold TSMC, indicating that an institutional investor views the company’s scale, technology leadership and AI exposure as attractive despite the recent volatility. Why Bell Global Equities Fund Continues to Favor TSMC
• Positive Sentiment: Taiwan’s semiconductor industry supports a government review of potentially restarting nuclear power plants. Improved electricity availability and reliability could help address one of TSMC’s key operational risks as chip-fabrication capacity expands. Taiwan Semiconductor Industry Group Backs Nuclear Power Review
• Neutral Sentiment: TSMC remains one of the most closely watched semiconductor stocks, reflecting strong investor interest but also heightened sensitivity to earnings expectations, valuation and news affecting the AI supply chain. TSMC Is Attracting Investor Attention
• Negative Sentiment: Investors are increasingly considering whether AI spending could slow in 2027. A deceleration would pressure the semiconductor sector, although TSMC may hold up better than companies with less differentiated positions because it controls a critical manufacturing bottleneck. If AI Spending Slows in 2027
• Negative Sentiment: Bearish commentary argues that TSMC is spending heavily to defend its lead, raising concerns about capital intensity, execution and whether future returns will justify the investment. Those concerns may be contributing to pressure on the shares after their strong run. TSMC: Spending Its Lead to Keep It

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, with a total value of $73,060.00. Following the purchase, the vice president owned 14,051 shares in the company, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Lipen Yuan acquired 350 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was bought at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the acquisition, the vice president owned 2,000 shares of the company’s stock, valued at approximately $147,160. The trade was a 21.21% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders acquired 7,043 shares of company stock valued at $530,986. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $405.05 on Friday. The firm has a market capitalization of $2.10 trillion, a PE ratio of 26.07, a price-to-earnings-growth ratio of 0.82 and a beta of 1.37. The business’s fifty day moving average price is $435.00 and its 200 day moving average price is $399.49. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating the consensus estimate of $4.45 by $0.15. The firm had revenue of $46.72 billion during the quarter, compared to analysts’ expectations of $45.67 billion. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The business’s revenue for the quarter was up 41.2% compared to the same quarter last year. During the same quarter last year, the business earned $2.92 earnings per share. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s payout ratio is presently 22.27%.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research note on Thursday, October 15th. DA Davidson reaffirmed a “buy” rating and set a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price on the stock. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.