Triasima Portfolio Management inc. Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Triasima Portfolio Management increased its holding in Taiwan Semiconductor Manufacturing (TSM) by 26.5% in Q4 to 36,210 shares (an additional 7,576 shares), worth $11.004 million and representing about 1.6% of the fund’s portfolio (its 18th largest position).
• Analysts are broadly positive — MarketBeat shows a consensus Buy with an average price target of $404.29, and recent upgrades/target raises from firms including Weiss, DBS, Freedom Capital and TD Cowen (TD Cowen raised its target to $370).
• Insider and company signals: VP Bor‑Zen Tien bought 1,000 shares (insiders own 1.11%), and TSM reported strong quarterly results (EPS $3.11, net margin 46.97%) while trading at a ~$2.06 trillion market cap and a P/E of 33.1.

Triasima Portfolio Management inc. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 26.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 36,210 shares of the semiconductor company's stock after purchasing an additional 7,576 shares during the period. Taiwan Semiconductor Manufacturing makes up about 1.6% of Triasima Portfolio Management inc.'s investment portfolio, making the stock its 18th largest position. Triasima Portfolio Management inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $11,004,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of TSM. Stephens Consulting LLC increased its position in Taiwan Semiconductor Manufacturing by 82.0% in 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. Ares Financial Consulting LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth $29,000. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth $32,000. Maseco LLP bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth $35,000. Finally, Cedar Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after purchasing an additional 64 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on TSM shares. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. TD Cowen boosted their price target on shares of 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, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of "Buy" and a consensus target price of $404.29.

Insider Activity

In related news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The stock was purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 0.0%

TSM stock opened at $397.80 on Monday. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $170.59 and a twelve month high of $414.50. The stock has a market capitalization of $2.06 trillion, a price-to-earnings ratio of 33.10, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39. The firm's fifty day simple moving average is $359.03 and its two-hundred day simple moving average is $328.05.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The business had revenue of $30.65 billion for the quarter. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share 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. Stockholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's payout ratio is currently 24.71%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Philippe Laffont has materially increased his TSM position, signaling institutional conviction despite geopolitical risk; that buying helped push shares higher. This Billionaire is Loading Up On Taiwan Semiconductor (TSM)
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates for TSMC, indicating analysts are penciling in stronger profitability and supporting higher valuations. MarketBeat: TSM analyst updates
• Positive Sentiment: TSMC signed a long-term (30-year) corporate PPA with Northland Power for Hai Long offshore wind capacity — reduces energy price/exposure risk and supports ESG/capacity planning for fabs. Northland Power Signs Long-Term Corporate Power Purchase Agreement
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) and bullish price-target writeups highlight volume of interest and narrative momentum around TSMC and AI demand — supportive for sentiment but not new operational data. Zacks: TSMC is Attracting Investor Attention
• Neutral Sentiment: Price-target/upside pieces (e.g., 247WallSt) argue for further gains based on AI capex, but these are projection-driven and should be treated as sentiment drivers rather than fresh fundamentals. Price Prediction: TSM Sees 21% Upside
• Negative Sentiment: ASML commentary flagged possible TSMC production delays and valuation stretch in the supply chain narrative — a reminder that equipment/supply bottlenecks or missed ship times could pressure near-term results. ASML Stock Surges on AI Chip Boom
• Negative Sentiment: Competitive and cost risks: Samsung is pushing for more foundry wins (adds pricing/market-share risk) and Delta Electronics warned of rising costs in the AI datacenter supply chain — potential margin pressure or capex/supply constraints. Samsung expects to win more customers Delta Electronics warns costs rising

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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