SBI Securities Co. Ltd. Acquires 1,953 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

SBI Securities Co. Ltd. boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,531 shares of the semiconductor company's stock after acquiring an additional 1,953 shares during the period. SBI Securities Co. Ltd.'s holdings in Taiwan Semiconductor Manufacturing were worth $20,826,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $701,000. Bank of Nova Scotia boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% in the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock valued at $3,556,000 after buying an additional 1,784 shares in the last quarter. FWL Investment Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock valued at $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $270,000. 16.51% of the stock is currently owned by institutional investors.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Inclusion in thematic AI/infra discussions — TSM is named among the “AIR 7” group of infrastructure-oriented tech stocks being recommended for AI exposure, reinforcing its role as a core AI-infrastructure name. Read More.
• Positive Sentiment: Analyst checks highlight extremely strong AI demand and supply constraints, supporting continued revenue/capacity tailwinds for TSM. Read More.
• Positive Sentiment: Longer-term bull case: some outlets forecast multi‑year upside (e.g., “3x by 2030”) based on TSMC’s central role in AI infrastructure and advanced nodes. Read More.
• Positive Sentiment: Big cloud/AI buildouts (e.g., reported multi‑year capex plans) are cited as catalysts that could meaningfully lift demand for TSM’s capacity. Read More.
• Neutral Sentiment: Relative performance: TSM lagged some peers in April (Qualcomm, Broadcom outperformed), suggesting rotation within the chip group even as overall demand remains strong. Read More.
• Negative Sentiment: Apple exploratory talks with Intel and Samsung are the immediate catalyst for weakness — reports that Apple may onshore some main‑processor production lifted Intel shares and prompted investor concern over TSM’s customer concentration and potential lost share. Read More.
• Negative Sentiment: Intel’s reported chance of landing a major chip‑making customer (and the attendant stock move) is an explicit competitive risk to TSM’s foundry dominance if such deals scale. Read More.
• Negative Sentiment: Talent/packaging competition: MediaTek hired a former TSMC executive to advance advanced packaging, signaling rising competition in back-end capabilities that could chip away at TSM’s edge over time. Read More.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on TSM shares. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a report on Friday, January 23rd. Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, March 22nd. Wedbush restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Buy" and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Down 1.8%

TSM stock opened at $394.37 on Wednesday. The firm has a 50 day moving average of $359.51 and a 200 day moving average of $328.68. The stock has a market capitalization of $2.04 trillion, a PE ratio of 32.81, a price-to-earnings-growth ratio of 1.17 and a beta of 1.39. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $170.59 and a 52 week high of $414.50.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results 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 net margin of 46.97% and a return on equity of 38.17%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 24.71%.

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction that occurred on Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares of the company's stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 1.11% of the stock is owned by company insiders.

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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