Silicon Valley Capital Partners Has $12.26 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Silicon Valley Capital Partners increased its TSMC position by 3,790.5% in the second quarter, acquiring 25,017 additional shares for a total holding valued at approximately $12.26 million.
• Analysts remain broadly bullish, with TSMC carrying a consensus “Buy” rating and an average price target of $523.22, despite one recent downgrade to “Hold.”
• TSMC continues to benefit from strong AI-chip demand and is expanding advanced-packaging capacity in Taiwan, supporting its long-term growth outlook while having limited near-term earnings impact.

Silicon Valley Capital Partners increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3,790.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,677 shares of the semiconductor company's stock after acquiring an additional 25,017 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 1.1% of Silicon Valley Capital Partners' portfolio, making the stock its 26th biggest holding. Silicon Valley Capital Partners' holdings in Taiwan Semiconductor Manufacturing were worth $12,263,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TSM. Cedar Mountain Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company's stock valued at $31,000 after buying an additional 30 shares during the last quarter. Markowski Investments acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter worth approximately $33,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $27,000. Evolution Wealth Management Inc. raised its position in Taiwan Semiconductor Manufacturing by 257.7% during the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company's stock valued at $31,000 after acquiring an additional 67 shares in the last quarter. Finally, Strategic Advocates LLC lifted its stake in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 36 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is anchoring a new advanced-packaging industrial park in Kaohsiung, Taiwan. The company plans technology-validation facilities and a talent-training center, supporting future capacity for high-performance AI chips and helping address packaging bottlenecks. Taiwan breaks ground on advanced packaging park anchored by TSMC
• Positive Sentiment: Demand from Nvidia and other chip designers is driving TSMC’s advanced-packaging expansion. The investment is also expected to benefit semiconductor inspection and metrology suppliers, indicating strong underlying demand for TSMC’s manufacturing ecosystem. 3 Chip Stocks Set to Win TSMC’s Packaging Boom
• Positive Sentiment: Reports that ASML is working with TSMC, Nvidia, Intel, Samsung and SK Hynix to adapt next-generation High-NA EUV tools for larger data-center chips reinforce TSMC’s role in the long-term AI semiconductor buildout. ASML and Chip Giants Plot a Bigger Canvas for Building AI Chips
• Positive Sentiment: Broader chip-sector optimism, including reports of higher wafer costs and potential price increases by AMD, supports expectations for favorable pricing and margins across leading semiconductor manufacturers. Improving U.S.-China dialogue ahead of a Trump-Xi meeting also lifted risk appetite for Asian technology shares. AMD Rises as Report Flags Chip Price Increase
• Neutral Sentiment: The Kaohsiung validation and training infrastructure is not expected to begin operations for roughly three years, so it strengthens TSMC’s long-term capacity and supply-chain resilience but has limited immediate earnings impact. TSMC’s dominant foundry share remains a key competitive moat. TSMC Gains as 88.7 Hectares Target Packaging Friction

Analyst Ratings Changes

Several analysts have commented on TSM shares. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. Susquehanna lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a "positive" rating in a research note on Thursday, July 16th. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, September 9th. DA Davidson increased their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average target price of $523.22.

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock traded up $10.66 during midday trading on Monday, hitting $445.33. 9,912,554 shares of the company traded hands, compared to its average volume of 13,355,234. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $265.45 and a twelve month high of $479.00. The stock has a market capitalization of $2.31 trillion, a price-to-earnings ratio of 32.13, a price-to-earnings-growth ratio of 0.96 and a beta of 1.39. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The business has a 50 day simple moving average of $417.39 and a 200-day simple moving average of $402.10.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion during the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing's dividend payout ratio is 25.25%.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 350 shares of the firm's stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the purchase, the vice president directly owned 2,000 shares in the company, valued at $147,160. This trade represents a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased 19,106 shares of company stock valued at $1,417,283 over the last three months. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited NYSE: TSM, commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world's leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.

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