Apollon Wealth Management LLC Has $10.69 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Apollon Wealth Management LLC boosted its stake in Taiwan Semiconductor by 5.9%, owning 35,178 shares valued at about $10.69 million after adding 1,953 shares in the fourth quarter.
• TSMC reported Q1 revenue up 35% YoY (T$1.134T / ~$35.7B) driven by strong AI chip demand, a beat that prompted analyst upgrades and higher price targets.
• Insiders hold about 1.11% of the stock with VP Bor‑Zen Tien buying 1,000 shares, while analysts' consensus is a Buy rating with an average price target of $391.43 and a market cap near $1.92 trillion.

Apollon Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,178 shares of the semiconductor company's stock after buying an additional 1,953 shares during the period. Apollon Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $10,690,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the company. DDD Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $229,000. Triad Wealth Partners LLC lifted its position in Taiwan Semiconductor Manufacturing by 32.7% during the 4th quarter. Triad Wealth Partners LLC now owns 2,928 shares of the semiconductor company's stock valued at $890,000 after purchasing an additional 721 shares during the period. Spirepoint Private Client LLC lifted its position in Taiwan Semiconductor Manufacturing by 186.9% during the 4th quarter. Spirepoint Private Client LLC now owns 4,464 shares of the semiconductor company's stock valued at $1,357,000 after purchasing an additional 2,908 shares during the period. Brookwood Investment Group LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 17.6% in the 4th quarter. Brookwood Investment Group LLC now owns 7,162 shares of the semiconductor company's stock valued at $2,176,000 after acquiring an additional 1,073 shares during the last quarter. Finally, Kingsman Wealth Management Inc. increased its stake in shares of Taiwan Semiconductor Manufacturing by 43.9% in the 4th quarter. Kingsman Wealth Management Inc. now owns 2,992 shares of the semiconductor company's stock valued at $909,000 after acquiring an additional 913 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Company reported first‑quarter revenue well above forecasts (T$1.134T / ~$35.7B; +35% YoY), reinforcing that AI compute demand is driving durable top‑line momentum. TSMC's Q1 revenue jumps 35% y/y, beats market forecast
• Positive Sentiment: Major outlets highlight record Q1 sales and say AI chip demand remains resilient despite geopolitical noise, supporting the stock’s near‑term upside. TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
• Positive Sentiment: Analysts and boutiques (e.g., Wedbush) call the March sales print structural — March revenue up sharply — which underpins bullish views on TSMC’s role in the AI supply chain. TSMC's AI-fuelled sales surge puts tariff fears in the shade
• Positive Sentiment: Street upgrades and a higher price target surfaced after the sales beat, with at least one note pushing a substantially higher target and bullish multi‑year profit outlook — a catalyst for further buying. TSMC Gets Street-High Target -- Analysts See Profit Tripling by 2028
• Neutral Sentiment: Pre‑earnings pieces emphasize that upcoming quarterly results (Apr 16) will be the next real catalyst — revenue confirms demand but earnings/guide will determine durability of the rally. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Neutral Sentiment: Macro and industry coverage notes that robust AI demand supports chip stocks broadly — useful context but not company‑specific guidance. AI Chip Demand Shows No Signs of Slowing. Can Chip Stocks Keep Up?
• Negative Sentiment: Some analysts warn rising costs (capex, wage/power inputs) and tariff/regulatory concerns could compress margins over time — a potential headwind if costs accelerate. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Negative Sentiment: Valuation and profit‑taking risk: TSMC’s strong run (large YTD gains) has prompted articles questioning whether the stock is richly priced, which could limit upside absent stronger guidance. Taiwan Semiconductor Stock Soars 20% YTD: Time to Hold or Book Profit?

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the business's stock in a transaction dated Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the acquisition, the vice president owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.11% of the company's stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on TSM shares. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, March 22nd. The Goldman Sachs Group reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an "overweight" rating in a research note on Friday, January 16th. Argus raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of "Buy" and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $370.63 on Friday. The stock has a market capitalization of $1.92 trillion, a P/E ratio of 34.80, a P/E/G ratio of 1.00 and a beta of 1.35. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $145.84 and a twelve month high of $390.20. The company has a 50 day moving average of $351.23 and a 200-day moving average of $318.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed 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. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 28.17%.

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.

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