Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Lifted by BIT Capital GmbH

BIT Capital GmbH increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 382,751 shares of the semiconductor company's stock after buying an additional 4,572 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 4.3% of BIT Capital GmbH's investment portfolio, making the stock its 8th biggest holding. BIT Capital GmbH's holdings in Taiwan Semiconductor Manufacturing were worth $116,314,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Life Cycle Investment Partners Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $495,163,000. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $360,443,000. Danica Pension Livsforsikringsaktieselskab acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $232,924,000. Man Group plc raised its holdings in Taiwan Semiconductor Manufacturing by 337.1% during the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock worth $238,589,000 after purchasing an additional 812,404 shares during the last quarter. Finally, Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock worth $4,070,393,000 after purchasing an additional 802,757 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Down 6.6%

NYSE:TSM opened at $415.62 on Friday. The firm has a market capitalization of $2.16 trillion, a PE ratio of 34.58, a price-to-earnings-growth ratio of 1.30 and a beta of 1.38. The stock has a 50 day moving average of $387.89 and a 200-day moving average of $347.72. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $203.23 and a 52 week high of $450.16. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business 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%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is currently 24.71%.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company's stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were 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 of the company's stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders bought 3,346 shares of company stock valued at $218,005 in the last 90 days. Corporate insiders own 1.11% of the company's stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is being praised as a top AI stock because rising demand, a stronger 2026 outlook, and ongoing capacity expansion support earnings growth. Why TSMC Is a Better AI Stock to Hold Right Now Than Broadcom
• Positive Sentiment: CEO C.C. Wei’s comments about robust AI demand and the possibility of higher chip prices reinforced the company’s long-term growth narrative. TSMC CEO Issues Stark AI Supply Warning -- Wedbush Sees Big Opportunity
• Positive Sentiment: Brokerage coverage remains favorable, with TSMC receiving an average “Buy” rating, underscoring Wall Street confidence in the stock. Taiwan Semiconductor Manufacturing Company Ltd. NYSE: TSM Given Average Rating of "Buy" by Brokerages
• Positive Sentiment: Investors continue to focus on TSMC’s central role in the AI compute supply chain, which helps support the stock’s premium valuation. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC is attracting heavy investor attention, which reflects elevated interest but does not by itself change the fundamentals. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Shareholders approved 2025 results and charter changes at the annual meeting, a routine governance update with limited near-term stock impact. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some traders are selling on warnings that AI chip supply shortages may persist for years, raising concerns about production bottlenecks, cost pressure, and the pace of revenue conversion. TSMC Stock Price Drops as CEO Warns Chip Supply Struggles to Meet AI Demand

Analyst Ratings Changes

TSM has been the subject of a number of recent analyst reports. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research report on Thursday, April 16th. Finally, DA Davidson reaffirmed a "buy" rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus price target of $404.29.

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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