Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fairfield Financial Advisors LTD lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 103.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,227 shares of the semiconductor company's stock after purchasing an additional 1,637 shares during the period. Fairfield Financial Advisors LTD's holdings in Taiwan Semiconductor Manufacturing were worth $981,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in TSM. Stephens Consulting LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 41 shares during the period. Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth about $29,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Maseco LLP bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $35,000. Finally, Cedar Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after acquiring an additional 64 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 1.11% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on TSM. Argus upgraded Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Wedbush restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. DA Davidson restated a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, The Goldman Sachs Group restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of "Buy" and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Bernstein Research says AI “agents” are pushing chip demand “off the charts,” arguing supply can’t keep up — a thesis that supports TSMC’s near-term revenue strength and pricing leverage. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
• Positive Sentiment: Analysts highlight Google’s reported ~$190B AI buildout as a catalyst that should boost demand for foundry capacity from Nvidia, TSMC and others — supporting a multi-year capex cycle. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Positive Sentiment: Barron’s notes Asia’s AI rally gave TSMC another boost, reinforcing regional leadership in chip manufacturing and helping sentiment for Asian tech names. Alibaba and TSMC Stocks Jump. Three Reasons Asia's AI Rally Got Another Boost.
• Positive Sentiment: Retail and ETF flows are tilting into semiconductor funds as the AI capex story outshines other trades — a tailwind for TSMC given its dominant foundry exposure. AI Capex Boom Drives Hottest ETF Trade Into Semiconductors, Not Crypto
• Neutral Sentiment: Performance note: April’s leaders in the AI-chip complex were Qualcomm and Broadcom, with TSMC lagging in percentage gains — a reminder the rally isn’t uniform and relative returns can fluctuate. Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
• Neutral Sentiment: TSMC’s decision not to buy ASML’s latest High-NA EUV for its upcoming A13 node shifts timing for that tool’s adoption — reduces near-term capex uncertainty but raises questions about future node economics and equipment vendors. TSMC High NA EUV Decision Puts ASML Growth Timing In Focus
• Negative Sentiment: Institutional selling: Manning & Napier trimmed its TSMC stake, a headline that can amplify profit-taking despite broader bullish flows. Manning & Napier Cuts Taiwan Semiconductor Stake by 91K
• Negative Sentiment: Competitive risk in packaging: MediaTek hired a former TSMC advanced-packaging executive to bolster its AI packaging efforts — a potential long-term competitive pressure in advanced packaging services. MediaTek hires former TSMC executive to boost AI chip packaging

Taiwan Semiconductor Manufacturing Trading Up 1.0%

TSM stock opened at $401.51 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $170.59 and a 1-year high of $414.50. The firm has a market cap of $2.08 trillion, a P/E ratio of 33.40, a P/E/G ratio of 1.16 and a beta of 1.39. The business's 50 day moving average is $359.03 and its 200-day moving average is $328.05. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share 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 paid a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 24.71%.

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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