2,116 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by PFG Private Wealth Management LLC

PFG Private Wealth Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,116 shares of the semiconductor company’s stock, valued at approximately $643,000. Taiwan Semiconductor Manufacturing accounts for about 0.3% of PFG Private Wealth Management LLC’s holdings, making the stock its 24th largest holding.

Other institutional investors also recently bought and sold shares of the company. Childress Capital Advisors LLC raised its position in Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after purchasing an additional 1,891 shares during the period. Shannon River Fund Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth about $2,430,000. Vanguard Personalized Indexing Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 9.4% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after buying an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after buying an additional 8,284 shares during the period. Finally, Hollencrest Capital Management raised its holdings in shares of Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after buying an additional 2,901 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Japan approves TSMC’s plan to build a large 3nm “AI chip” factory — a $5.26B investment that brings advanced-node capacity to Japan, diversifies the AI supply chain away from Taiwan and reduces geopolitical concentration risk, supporting long-term revenue and strategic customer wins. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: TSMC has started production/ramp of next‑gen 2nm chips amid record AI demand — a development analysts say reframes growth and valuation expectations as AI and data‑center orders increase. This supports higher long‑term revenue and margin outlooks. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative
• Positive Sentiment: Unusually large call-option activity — investors bought ~212,745 calls (≈33% above average) — signals short‑term bullish positioning and elevated probability of upside/volatility in the near term. (Market options data)
• Positive Sentiment: Big push into advanced packaging — analysts highlight packaging as a new growth and margin lever that could deepen customer relationships for AI chips and increase wafer‑plus‑services revenue. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?
• Positive Sentiment: Insider purchases and strong margin reports — recent VP buys and commentary about record gross margins and NVIDIA becoming the top customer are read as confidence signals from insiders and confirm pricing power. TSMC Stock (TSM) Opinions on Capacity Constraints
• Positive Sentiment: Brand/innovation recognition — TSMC appears on Fast Company’s list of most innovative companies, a reputational plus that underscores technology leadership (minor direct impact but supportive of investor sentiment). ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Neutral Sentiment: Capacity constraints are intensifying — social and analyst commentary points to tight advanced-node supply. That supports pricing and margins but raises short‑term fulfillment risks and high capex needs. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Quarterly fund letters highlight strong underlying demand and TSMC’s role in portfolios — supportive context but largely reiterative of stronger operational themes. TSM Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities
• Negative Sentiment: Short‑term pullback noted — recent market coverage flagged that TSMC fell more sharply than the broader market in a prior session, indicating increased near‑term volatility and profit‑taking pressure despite the positive fundamental news flow. TSMC (TSM) Falls More Steeply Than Broader Market

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $391.43.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the purchase, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 6.8%

NYSE:TSM opened at $337.90 on Wednesday. The stock has a market cap of $1.75 trillion, a price-to-earnings ratio of 31.73, a price-to-earnings-growth ratio of 0.87 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The business’s 50-day simple moving average is $348.54 and its 200 day simple moving average is $314.32.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. 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 firm had revenue of $30.65 billion during the quarter. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.36%.

Taiwan Semiconductor Manufacturing Company 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.