Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by LOM Asset Management Ltd

Key Points

• LOM Asset Management Ltd increased its stake in Taiwan Semiconductor (TSM) by 45.9%, adding 1,700 shares to hold 5,405 shares valued at about $1.643 million.
• TSMC gave strong near‑term guidance (Q1 revenue roughly $34.6–$35.8B, ~40% YoY) and accelerating AI/data‑center wafer demand is driving expectations of a fourth straight record‑profit quarter and pricing power.
• Market sentiment is positive: Barclays raised its price target to $450 (consensus target ~$391.43), and insiders including VP Bor‑Zen Tien and CEO Che‑Chia Wei made share purchases, signaling management confidence.

LOM Asset Management Ltd grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 45.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,405 shares of the semiconductor company's stock after purchasing an additional 1,700 shares during the quarter. LOM Asset Management Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $1,643,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Stephens Consulting LLC grew its holdings in shares of 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 purchasing an additional 41 shares during the last quarter. Maseco LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $35,000. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth approximately $32,000. Westend Capital Management LLC increased its position in Taiwan Semiconductor Manufacturing by 476.2% during the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company's stock worth $37,000 after buying an additional 100 shares during the period. Finally, Cedar Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 91.4% during the third 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. Hedge funds and other institutional investors own 16.51% of the company's stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong Q1 revenue guidance and AI lift: Analysts and previews cite TSMC's Q1 revenue guidance (~$34.6–$35.8B, ~40% YoY) and accelerating AI/data‑center wafer demand as the primary bullish catalyst supporting revenue upside and pricing power. Read More.
• Positive Sentiment: Record-profit expectations: Reuters and others expect a fourth straight quarter of record net profit (large YoY gains) driven by AI infrastructure demand — frames investor expectations for an earnings beat. Read More.
• Positive Sentiment: Technology roadmap supports long-term margins: Coverage highlights that advanced nodes (7nm and below) are driving most wafer revenue and TSMC's 2nm is in mass production, underpinning market share in AI chips. Read More.
• Positive Sentiment: Insider buy by CEO: CEO Che‑Chia Wei bought 186 shares (Form 4 filed), a small but visible confidence signal that can be supportive to sentiment near earnings. Read More.
• Neutral Sentiment: Analyst/earnings previews push expectations higher: Zacks, Yahoo and multiple outlets project a likely beat — this lifts sentiment but raises the bar for Q1, increasing the chance of post‑earnings volatility. Read More.
• Neutral Sentiment: ETF/index flows in focus: Coverage notes ETFs and passive flows can amplify moves around TSMC earnings (short‑term technical/flow-driven impact rather than fundamental change). Read More.
• Negative Sentiment: Margin pressure from overseas expansion and rising costs: Previews caution that higher capex and operating costs for foreign fabs could compress margins despite revenue growth — a key risk to watch in guidance. Read More.
• Negative Sentiment: Geopolitical and supply‑chain risks: Middle East tensions and "zero‑availability" constraints are flagged as potential disruptors that could trigger short‑term selloffs if supply or logistics issues worsen. Read More.
• Negative Sentiment: High expectations raise volatility risk: With shares near multi‑year highs and strong momentum priced in, any earnings or guidance miss could produce an outsized downside move. Read More.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president owned 9,051 shares of the company's stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 1.11% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have commented on TSM shares. Argus raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an "overweight" rating in a research report on Friday, January 16th. TD Cowen lifted their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a "hold" rating in a research report on Friday, January 16th. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of "Buy" and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 0.3%

TSM opened at $369.60 on Tuesday. The firm has a market cap of $1.91 trillion, a price-to-earnings ratio of 34.70, a price-to-earnings-growth ratio of 1.01 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $145.84 and a 52 week high of $390.20. The business's 50 day moving average is $351.80 and its two-hundred day moving average is $319.56. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The company had revenue of $30.65 billion for the quarter. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 28.17%.

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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