Spirepoint Private Client LLC Acquires 2,908 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Spirepoint Private Client LLC boosted its stake in Taiwan Semiconductor Manufacturing (TSM) by 186.9% in Q4, acquiring 2,908 shares to hold 4,464 shares worth about $1.357 million.
• TSMC reported record Q1 revenue of T$1.134 trillion (~$35.7B), up ~35% year-over-year (March revenue +~45%), driven by strong AI chip demand, and carries a consensus Buy rating with a $391.43 target.

Spirepoint Private Client LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 186.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,464 shares of the semiconductor company's stock after acquiring an additional 2,908 shares during the quarter. Spirepoint Private Client LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,357,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of TSM. Fisher Asset Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 1.0% in the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock valued at $4,980,614,000 after buying an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA raised its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock valued at $4,401,448,000 after buying an additional 541,047 shares during the period. Bank of America Corp DE raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock valued at $4,171,445,000 after buying an additional 130,173 shares during the period. Jennison Associates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock valued at $3,516,692,000 after buying an additional 544,750 shares during the period. Finally, Alliancebernstein L.P. raised its stake in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock valued at $2,984,783,000 after buying an additional 229,237 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

TSM has been the topic of several research reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, March 22nd. Sanford C. Bernstein restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Argus upgraded Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. TD Cowen boosted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a research note on Friday, January 16th. Finally, Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and a consensus target price of $391.43.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 completion of the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $365.15 on Friday. The stock has a market cap of $1.89 trillion, a PE ratio of 34.29, a price-to-earnings-growth ratio of 1.00 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $145.84 and a fifty-two week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The stock has a fifty day moving average of $350.44 and a 200-day moving average of $317.71.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share 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%. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's payout ratio is 27.89%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported Q1 revenue of T$1.134 trillion (≈$35.7B), a 35% y/y increase that beat street forecasts and matched management guidance — evidence demand for advanced AI compute chips remains strong. TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
• Positive Sentiment: March consolidated net revenue surged ~45% y/y to NT$415.19B, reinforcing the view that near-term demand (especially AI servers) is robust and driving the recent re-rating. TSMC Posts 45% March Revenue Surge and Details Expanded Support for Global Subsidiaries
• Positive Sentiment: Multiple outlets note that Q1 sales beat consensus and that early signs of the Middle East conflict haven’t dented AI chip orders — a key reassurance for investors worried about geopolitical shocks. TSMC reports forecast-beating revenue with the message that war isn't denting AI chip demand
• Positive Sentiment: Pre-market coverage flagged the results as a catalyst, with headlines highlighting the "AI boom" and immediate positive price reaction in early trading. Taiwan Semiconductor Revenue Skyrockets On Unstoppable AI Demand
• Neutral Sentiment: Analyst positioning remains constructive (e.g., Citi reaffirmed bullish stance and raised targets), which supports further upside but also implies higher expectations. Citi Remains Bullish on Taiwan Semiconductor (TSM) Amid Growing Demand for AI-Driven Chips
• Neutral Sentiment: OEMs and foundry customers are ramping new product lines on TSMC nodes (e.g., PCIe Gen5 controllers built on TSMC 6nm), underscoring broad end-market adoption but not a direct incremental near-term boost to TSM’s top line. Silicon Motion Gen5 SSD Push Raises Questions On Valuation And Growth
• Negative Sentiment: Geopolitical risks (Taiwan/China tensions and broader Middle East instability) remain a valuation overhang; while Q1 showed resilience, investors still price in potential supply-chain or operational disruptions. Geopolitical Tension Puts TSMC Valuation And Supply Chain Resilience In Focus

Taiwan Semiconductor Manufacturing Profile

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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