United Community Bank Has $366,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• United Community Bank cut its stake in TSMC by 64.5% in Q4, leaving it with 1,205 shares valued at about $366,000.
• TSMC unveiled its A13 process and is benefiting from AI-driven chip demand, pushing the stock to a 52-week high and drawing mostly bullish analyst coverage (average price target $404.29, market cap ~$2.1T).
• Insider activity: VP Bor‑Zen Tien bought 1,000 shares (now owns 9,051), and TSMC announced a quarterly dividend of $0.9503 ($3.80 annualized, ~0.9% yield).

United Community Bank decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 64.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,205 shares of the semiconductor company's stock after selling 2,190 shares during the quarter. United Community Bank's holdings in Taiwan Semiconductor Manufacturing were worth $366,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Fisher Asset Management LLC raised its position in Taiwan Semiconductor Manufacturing by 1.0% in the 3rd quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock valued at $4,980,614,000 after purchasing an additional 168,171 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position in Taiwan Semiconductor Manufacturing by 3.6% in the 3rd 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 purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE raised its position in Taiwan Semiconductor Manufacturing by 0.9% in the 3rd 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 purchasing an additional 130,173 shares during the last quarter. Jennison Associates LLC raised its position in Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock valued at $3,516,692,000 after purchasing an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. raised its position in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock valued at $2,984,783,000 after purchasing an additional 229,237 shares during the last quarter. Institutional investors and hedge funds own 16.51% 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 unveiled its A13 process (a “direct shrink” of last year’s A14) at the 2026 North America Technology Symposium — a near-term node improvement that supports TSM’s technology leadership, potential ASP/margin upside, and customer wins for advanced AI/compute chips. Taiwan Semiconductor Manufacturing Company Limited (TSM) Unveils A13 Technology at 2026 North America Technology Symposium
• Positive Sentiment: Broader AI earnings and chip demand momentum are lifting sector sentiment — stronger AI revenue outlooks for major cloud/AI players increases foundry loadings and capex visibility for TSMC. Why This Week Could Be Huge For AI Stocks
• Positive Sentiment: TSMC hit a new 52-week high recently — a technical signal that reflects strong investor appetite and momentum for the stock amid the AI chip rally. Taiwan Semiconductor Manufacturing NYSE: TSM Sets New 52-Week High – Time to Buy?
• Positive Sentiment: Taiwan’s court handed heavy sentences and fines in a TSMC trade‑secrets case — stronger IP and national-security enforcement lowers long‑term technology leakage risk for TSMC’s advanced nodes. Taiwan court sentences ex-Tokyo Electron staff to 10 years in TSMC trade secrets case
• Neutral Sentiment: Positive analyst moves in adjacent chip names (e.g., Marvell price-target boost) support sector momentum but are indirect for TSMC’s fundamentals. Marvell Technology (MRVL) Price Target Increase by $21 Following Strong Sector Signals
• Neutral Sentiment: Google is pursuing multiple partners (including MediaTek) for next‑gen AI chips — diversification by big cloud customers is a mixed signal for TSMC: demand stays large but share gains aren’t guaranteed. Google looks to MediaTek for next-gen AI chips
• Negative Sentiment: Comparisons with equipment suppliers: some analysts argue Lam Research (LRCX) may outperform TSMC near term because TSMC faces heavier capital spending and geopolitical exposure tied to Taiwan — that raises investor concerns about higher near‑term cash requirements and execution risk. TSMC vs. Lam Research: Which AI Infrastructure Stock Has an Edge?
• Negative Sentiment: Analyst downgrades elsewhere (e.g., Northland’s downgrade of AMD) could signal cooler demand expectations for some customers and chipmakers — a potential headwind for foundry order growth if weakness broadens. After 11 years, Northland Capital downgrades AMD

Analysts Set New Price Targets

Several equities analysts have issued reports on the company. DA Davidson reiterated a "buy" rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Wedbush reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. 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. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Buy" and an average price target of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president owned 9,051 shares of the company's stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 0.7%

NYSE TSM opened at $405.16 on Tuesday. The stock has a fifty day moving average of $357.15 and a 200-day moving average of $325.93. The stock has a market capitalization of $2.10 trillion, a P/E ratio of 33.71, a price-to-earnings-growth ratio of 1.19 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $160.50 and a 52 week high of $414.50. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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 $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 24.71%.

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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