Mmbg Investment Advisors CO. Purchases 2,018 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Mmbg Investment Advisors boosted its stake in Taiwan Semiconductor Manufacturing by 5% in the fourth quarter, buying 2,018 shares and bringing its total holding to 42,323 shares valued at about $12.9 million.
• Wall Street sentiment remains broadly bullish on TSMC, with several firms raising price targets; the current consensus rating is Buy with a consensus target of $404.29.
• TSMC recently raised its quarterly dividend to $1.1136 per share from $0.95, while the stock continues to benefit from strong AI-chip demand even as long-term competition from Huawei draws attention.

Mmbg Investment Advisors CO. increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,323 shares of the semiconductor company's stock after purchasing an additional 2,018 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 1.1% of Mmbg Investment Advisors CO.'s investment portfolio, making the stock its 20th largest position. Mmbg Investment Advisors CO.'s holdings in Taiwan Semiconductor Manufacturing were worth $12,895,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of TSM. Stephens Consulting LLC raised its stake in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 41 shares in the last quarter. Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $29,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $32,000. Maseco LLP acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $35,000. Finally, Cedar Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after buying an additional 64 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on TSM. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research report on Thursday, April 16th. Wedbush restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Finally, DA Davidson reissued a "buy" rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company 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: TSMC remains a central beneficiary of the AI chip boom, with analysts and commentators continuing to describe it as a “trustworthy AI compounder” and a likely winner in the GPU and ASIC buildout. TSM Stock's Upward Momentum Validates Top Analyst's 'Most Trustworthy AI Compounder' Call
• Positive Sentiment: Strong investor interest in TSMC and broader semiconductor ETFs suggests continued confidence in the company’s long-term growth outlook and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Some market commentary says Nvidia’s ongoing need for more GPUs highlights TSMC’s importance as a key manufacturing bottleneck, underscoring how critical TSMC is to the AI supply chain. EXCLUSIVE: Nvidia CEO Jensen Huang Is Flying To Taiwan Nearly Every Month Asking For More GPUs – The Answer Remains Not Yet
• Neutral Sentiment: Coverage comparing TSMC with ASML and other semiconductor leaders keeps TSM in the spotlight, but it mainly reinforces its status as a top-tier AI infrastructure play rather than changing the near-term outlook. ASML vs TSMC Stock: Which Semiconductor Giant Is the Smarter AI Investment in 2025?
• Negative Sentiment: Huawei said it has made a chipmaking breakthrough and plans to narrow the gap with TSMC using new manufacturing methods, raising concerns that U.S. sanctions may have accelerated China’s domestic semiconductor push. Huawei Says It Has A Chipmaking Breakthrough. Did US Sanctions Backfire?
• Negative Sentiment: Huawei’s claim that it could start producing advanced 1.4-nanometer chips by 2031 adds a long-term competitive overhang for TSMC, even if the technology gap remains significant today. Huawei touts chip breakthrough to shorten gap with TSMC

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business's stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien acquired 2,000 shares of the stock in a transaction on Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares of the company's stock, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders acquired 3,346 shares of company stock valued at $218,005. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Stock Down 0.1%

Shares of NYSE TSM opened at $404.24 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $190.03 and a 12 month high of $421.97. The company has a current ratio of 2.49, a quick ratio of 2.32 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $2.09 trillion, a price-to-earnings ratio of 33.63, a PEG ratio of 1.18 and a beta of 1.39. The business has a 50-day moving average of $371.93 and a 200-day moving average of $339.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued 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 36.81% and a net margin of 46.97%. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's 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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