Savvy Advisors Inc. Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Savvy Advisors Inc. raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 49.4% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,651 shares of the semiconductor company’s stock after purchasing an additional 2,529 shares during the quarter. Savvy Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,137,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Ignite Planners LLC boosted its stake in Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after purchasing an additional 116 shares during the last quarter. Bayforest Capital Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $149,000. Harbour Investments Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.6% during the 2nd quarter. Harbour Investments Inc. now owns 11,340 shares of the semiconductor company’s stock valued at $2,568,000 after acquiring an additional 66 shares during the last quarter. Finally, Private Wealth Asset Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 64.2% during the second quarter. Private Wealth Asset Management LLC now owns 767 shares of the semiconductor company’s stock valued at $174,000 after purchasing an additional 300 shares during the period. 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: Seeking Alpha argues TSM has entered an AI era where AI chips now outpace mobile handsets; Nvidia has surpassed Apple as TSM’s largest customer, implying stronger pricing power, higher demand and structurally better margins going forward. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: TSM reported the highest monthly sales in company history, which management linked to sustained AI adoption—this confirms continuing strong demand from major AI customers (notably Nvidia). TSMC CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: Benzinga notes TSM hit a 52‑week high after Wedbush reiterated an Outperform rating following strong sales—support from a major wirehouse analyst helps near‑term sentiment and flows. Taiwan Semiconductor Stock Hits 52-Week High
• Positive Sentiment: Sector research (Zacks) and industry tallies show semiconductor sales surged in 2025 on AI-driven logic and memory growth—TSM is a primary beneficiary of that cyclical upswing. 4 Stocks to Boost Your Portfolio on Solid Semiconductor Sales Growth
• Positive Sentiment: Investor letters and fund commentary (e.g., Baron Fund) point to a demand boom for TSM‑exposed names, reinforcing momentum among institutional holders. Demand Boom Sent Taiwan Semiconductor Higher
• Neutral Sentiment: TSM declared a quarterly dividend of $0.9503 per share (annualized yield ~1.0%), payable July 9 with a June 11 record date—a modest income signal but not a major catalyst given the low yield.
• Neutral Sentiment: Macro/flow commentary (MarketBeat) says money is rotating from software into AI infrastructure (chips, testing, packaging, power). That rotation favors TSM long term, though it also shifts attention to broader supply‑chain winners and durability factors.

Analysts Set New Price Targets

A number of research firms have commented on TSM. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. DA Davidson set a $450.00 target price on Taiwan Semiconductor Manufacturing in a research report on Thursday. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $368.33 on Friday. The business’s 50-day simple moving average is $320.35 and its two-hundred day simple moving average is $287.57. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $380.00. The stock has a market cap of $1.91 trillion, a PE ratio of 34.58, a P/E/G ratio of 1.05 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion during the quarter. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 23.57%.

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.