Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by SteelPeak Wealth LLC

Key Points

• SteelPeak Wealth increased its TSMC stake by 14.7% in the second quarter, purchasing 1,430 additional shares for a total holding of 11,131 shares valued at approximately $5.33 million.
• TSMC’s growth outlook remains strong, supported by July revenue growth of 44.7% year over year and continued AI-related demand. The company is also expanding advanced-chip capacity, raising 2026 capital-spending guidance to $60 billion–$64 billion.
• Analysts maintain a bullish view, with a consensus “Buy” rating and an average price target of $524.25, though geopolitical restrictions, elevated valuation and uncertainty over AI investment returns remain key risks.

SteelPeak Wealth LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 14.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,131 shares of the semiconductor company's stock after buying an additional 1,430 shares during the period. SteelPeak Wealth LLC's holdings in Taiwan Semiconductor Manufacturing were worth $5,326,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of TSM. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $27,000. Strategic Advocates LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 36 shares during the period. Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $29,000. Finally, Basepoint Wealth LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $31,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction dated Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president owned 14,051 shares of the company's stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Shyue-Shyh Lin acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average cost of $74.13 per share, with a total value of $74,130.00. Following the purchase, the vice president owned 30,269 shares in the company, valued at $2,243,840.97. The trade was a 3.42% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired 18,312 shares of company stock valued at $1,347,058 over the last ninety days. Corporate insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Record July revenue reinforced the AI growth story. TSMC reported July sales of approximately NT$467.58 billion, up 44.7% year over year and 5.6% from June. Management expects 2026 revenue growth slightly above 40% in U.S. dollar terms, indicating continued strength in AI accelerators, high-performance computing and advanced-node production. Taiwan Semiconductor's July Revenue Rose 45%
• Positive Sentiment: TSMC and Sony launched a $4.69 billion Japanese joint venture. Sony will control Advanced Vision Semiconductor Manufacturing, while TSMC will invest approximately $1.8 billion. The venture will develop and manufacture next-generation smartphone image sensors, with volume production targeted for 2029. The project expands TSMC’s geographic footprint and diversifies its exposure beyond AI and computing. TSMC Stock Rises as Sony Venture Launches
• Positive Sentiment: Analysts remain constructive. Bernstein raised its TSMC price target to $554 from $430 and maintained an “outperform” rating, citing a potentially significant CPU opportunity as agentic AI expands. Other analysts have also raised targets, contributing to a broadly positive consensus view. Central Processing Units Could Be New Growth Driver for TSMC
• Neutral Sentiment: Capital spending is rising alongside demand. TSMC increased its 2026 capital-spending guidance to $60 billion-$64 billion to expand advanced capacity. The investment supports long-term growth but could pressure near-term free cash flow if AI demand or customer returns weaken.
• Neutral Sentiment: TSMC declared a quarterly dividend of $1.0854 per share, payable January 7, 2027, representing an annualized yield of approximately 1%. CEO Che-Chia Wei also made a modest open-market purchase, a potentially positive confidence signal but not a major financial catalyst.
• Negative Sentiment: Execution and geopolitical risks temper the outlook. Analysts have warned of uncertainty around whether heavy AI investments will generate sufficient returns in 2028-2029. Potential U.S. restrictions on advanced-chip shipments to China could further limit sales opportunities, while TSMC’s valuation leaves the stock vulnerable to any slowdown in AI spending.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, July 28th. Sanford C. Bernstein raised their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an "outperform" rating in a report on Tuesday. Barclays lifted 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. TD Cowen upped their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a research report on Friday, July 17th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus price target of $524.25.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $429.03 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The stock's 50-day moving average is $426.03 and its two-hundred day moving average is $389.45. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a market cap of $2.23 trillion, a P/E ratio of 30.95, a PEG ratio of 0.97 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing's payout ratio is 21.43%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source